Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFSV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$240M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
SELL
|
- |
-395K- 62.83% |
$11.9M - $13.4M
|
234K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-189K- 8.07% |
$5.7M - $6.4M
|
2.15M
$67.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-120K- 93.54% |
$3.62M - $4.06M
|
8.27K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-73.6K- 15.18% |
$2.22M - $2.49M
|
412K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-46K- 79.02% |
$1.39M - $1.56M
|
12.2K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-42.8K- 27.18% |
$1.29M - $1.45M
|
115K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-30.9K- 50.62% |
$931K - $1.04M
|
30.1K
$946K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-24.4K- 3.71% |
$737K - $827K
|
634K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-21.2K- 6.72% |
$639K - $717K
|
294K
$9.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-18.1K- 2.76% |
$546K - $613K
|
639K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-17.6K- 23.61% |
$532K - $597K
|
57K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-16.3K- 1.31% |
$491K - $551K
|
1.23M
$38.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.1K- 25.45% |
$485K - $544K
|
47.1K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.8K- 31.29% |
$478K - $537K
|
34.8K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.4K- 18.2% |
$464K - $520K
|
69K
$2.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-14.8K- 5.75% |
$445K - $500K
|
242K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-12.8K- 16.24% |
$387K - $435K
|
66.2K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.2K- 6.12% |
$368K - $413K
|
187K
$5.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-11.9K- 4.24% |
$358K - $402K
|
268K
$8.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-8.85K- 28.8% |
$267K - $300K
|
21.9K
$688K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.83K- 5.08% |
$267K - $299K
|
165K
$5.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.95K- 4.02% |
$240K - $269K
|
190K
$5.97M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.56K- 1.79% |
$228K - $256K
|
415K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-6.02K- 0.95% |
$182K - $204K
|
626K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.96K- 16.96% |
$180K - $202K
|
29.2K
$917K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.54K- 3.17% |
$167K - $188K
|
169K
$5.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-5.44K- 14.02% |
$164K - $184K
|
33.4K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.62K- 3.88% |
$140K - $157K
|
114K
$3.6M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.1K- 6.47% |
$124K - $139K
|
59.3K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-3.82K- 4.39% |
$115K - $129K
|
83.1K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.79K- 27.87% |
$114K - $128K
|
9.81K
$308K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.44K- 11.47% |
$104K - $116K
|
26.5K
$834K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-3.25K- 4.29% |
$98.2K - $110K
|
72.5K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.14K- 1.26% |
$94.9K - $106K
|
246K
$7.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.09K- 0.68% |
$93.3K - $105K
|
452K
$14.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.84K- 0.73% |
$85.7K - $96.1K
|
386K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 87.31% |
$76.4K - $85.7K
|
368
$11.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.49K- 6.05% |
$75.1K - $84.2K
|
38.6K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.38K- 11.1% |
$71.8K - $80.6K
|
19.1K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.91K- 2.96% |
$57.6K - $64.7K
|
62.6K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.87K- 5.99% |
$56.3K - $63.2K
|
29.3K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.69K- 10.33% |
$50.9K - $57.1K
|
14.6K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 1.34% |
$47.7K - $53.5K
|
117K
$3.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-1.5K- 22.49% |
$45.2K - $50.7K
|
5.16K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.36K- 2.28% |
$41K - $46K
|
58.3K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.27K- 7.13% |
$38.4K - $43.1K
|
16.6K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.16K- 6.77% |
$34.9K - $39.2K
|
15.9K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-1.1K- 3.3% |
$33.3K - $37.4K
|
32.3K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-979- 1.18% |
$29.5K - $33.2K
|
81.9K
$2.58M
|