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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-14.3K- 3.46% |
$393K - $458K
|
397K
$12.2M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-13.3K- 15.28% |
$367K - $428K
|
73.9K
$2.28M
|
|
|
May 06, 2025
Q1 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-12.3K- 21.89% |
$338K - $394K
|
43.8K
$1.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.4K- 54.62% |
$287K - $334K
|
8.64K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.2K- 78.17% |
$281K - $327K
|
2.85K
$87.7K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-9.78K- 3.05% |
$270K - $314K
|
311K
$9.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-8.79K- 2.11% |
$242K - $282K
|
407K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-8.22K- 43.67% |
$227K - $264K
|
10.6K
$327K
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-7.8K- 1.25% |
$215K - $250K
|
619K
$19.1M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.83K- 36.21% |
$188K - $219K
|
12K
$371K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-6.14K- 7.74% |
$169K - $197K
|
73.2K
$2.25M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.14K- 28.58% |
$169K - $197K
|
15.3K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.74K- 8.29% |
$158K - $184K
|
63.5K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.32K- 4.24% |
$147K - $171K
|
120K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-5.19K- 8.13% |
$143K - $167K
|
58.6K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.6K- 9.48% |
$127K - $148K
|
44K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.1K- 0.81% |
$113K - $132K
|
502K
$15.5M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.89K- 6.95% |
$107K - $125K
|
52K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-3.24K- 4.36% |
$89.3K - $104K
|
71.1K
$2.19M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-3.1K- 21.0% |
$85.4K - $99.5K
|
11.7K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.7K- 32.93% |
$74.4K - $86.7K
|
5.5K
$169K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.41K- 7.46% |
$66.4K - $77.4K
|
29.9K
$921K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-1.97K- 6.56% |
$54.4K - $63.3K
|
28.1K
$866K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.87K- 3.8% |
$51.5K - $60K
|
47.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.69K- 4.54% |
$46.6K - $54.3K
|
35.6K
$1.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.56K- 5.89% |
$43.1K - $50.2K
|
25K
$769K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.41K- 15.46% |
$38.9K - $45.4K
|
7.73K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.12K- 28.91% |
$30.9K - $36K
|
2.76K
$84.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-965- 2.92% |
$26.6K - $31K
|
32.1K
$989K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 45.81% |
$23.8K - $27.7K
|
1.02K
$31.4K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-795- 4.14% |
$21.9K - $25.5K
|
18.4K
$567K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 0.12% |
$15.7K - $18.2K
|
468K
$14.4M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-496- 0.86% |
$13.7K - $15.9K
|
56.9K
$1.75M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-320- 1.1% |
$8.82K - $10.3K
|
28.9K
$889K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-292- 3.34% |
$8.05K - $9.37K
|
8.44K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-146- 1.49% |
$4.02K - $4.69K
|
9.66K
$298K
|
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-124- 2.4% |
$3.42K - $3.98K
|
5.04K
$155K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-106- 13.45% |
$2.92K - $3.4K
|
682
$21K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-49- 0.17% |
$1.35K - $1.57K
|
28.7K
$884K
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-33- 0.21% |
$909 - $1.06K
|
15.5K
$477K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$235M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-290K- 32.15% |
$8.76M - $9.83M
|
612K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.53K- 87.31% |
$76.4K - $85.7K
|
368
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-674- 4.0% |
$20.3K - $22.8K
|
16.2K
$498K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-427- 3.86% |
$12.9K - $14.5K
|
10.6K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-398- 1.24% |
$12K - $13.5K
|
31.8K
$980K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 3.97% |
$1.03K - $1.15K
|
823
$25.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.5K- 89.25% |
$2.08M - $2.33M
|
8.86K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-15.5K- 7.32% |
$439K - $493K
|
197K
$6.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 25.18% |
$313K - $351K
|
32.9K
$1.01M
|
|