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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-462- 0.77% |
$13.1K - $14.6K
|
59.6K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-242- 2.28% |
$6.84K - $7.67K
|
10.4K
$327K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-120- 1.66% |
$3.39K - $3.8K
|
7.1K
$224K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.52% |
$2.83K - $3.17K
|
19.3K
$608K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-74- 0.09% |
$2.09K - $2.35K
|
82.9K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-56- 0.33% |
$1.58K - $1.78K
|
17.1K
$539K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-50- 0.25% |
$1.41K - $1.59K
|
19.6K
$619K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-38- 0.44% |
$1.07K - $1.2K
|
8.69K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.83% |
$452 - $507
|
857
$27K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-10- 0.06% |
$283 - $317
|
15.5K
$489K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 23.35% |
$71.4K - $77.3K
|
8.43K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 36.39% |
$36.9K - $40K
|
2.32K
$73.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 39.88% |
$16.6K - $18K
|
900
$28.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-46- 2.58% |
$1.28K - $1.39K
|
1.73K
$54.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.49% |
$139 - $151
|
1.01K
$32K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-48.2K- 73.36% |
$1.32M - $1.45M
|
17.5K
$552K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.44K- 78.52% |
$204K - $224K
|
2.03K
$64.2K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-648- 2.46% |
$17.8K - $19.5K
|
25.7K
$811K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-319- 14.48% |
$8.76K - $9.6K
|
1.88K
$59.4K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 35.81% |
$2.11K - $2.32K
|
138
$4.35K
|
|
| Q4 2023 | |||||||
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-3.54K- 17.83% |
$83.6K - $105K
|
16.3K
$515K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-29K- 7.92% |
$725K - $804K
|
337K
$10.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 20.42% |
$8.32K - $9.22K
|
1.3K
$41K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 0.2% |
$4K - $4.43K
|
79K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-24- 0.09% |
$599 - $665
|
25.4K
$802K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.1M- 98.08% |
$141M - $157M
|
120K
$3.77M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-67.9K- 6.31% |
$1.57M - $1.75M
|
1.01M
$31.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-570- 0.64% |
$13.2K - $14.6K
|
88.9K
$2.81M
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-21.4KClosed |
$509K - $607K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-140- 39.66% |
$3.32K - $3.96K
|
213
$6.72K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-573- 5.43% |
$12.9K - $15.2K
|
9.99K
$315K
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-187- 18.95% |
$4.2K - $4.95K
|
800
$25.2K
|
|