Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q2 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
136K+ 72.02% |
$3.3M - $4.02M
|
326K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
112K+ 14.23% |
$2.7M - $3.29M
|
896K
$27.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
89.3K+ 26.26% |
$2.16M - $2.63M
|
429K
$13.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
71K+ 52.93% |
$1.72M - $2.09M
|
205K
$6.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
64.6KNew |
$1.57M - $1.91M
|
64.6K
$2M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51K+ 10.9% |
$1.24M - $1.5M
|
519K
$16M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.2K+ 5.74% |
$1.1M - $1.33M
|
833K
$25.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.2KNew |
$755K - $919K
|
31.2K
$962K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
25.1K+ 28.22% |
$607K - $738K
|
114K
$3.51M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.1KNew |
$559K - $680K
|
23.1K
$712K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
21.2K+ 109.05% |
$513K - $624K
|
40.6K
$1.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
19.9KNew |
$483K - $587K
|
19.9K
$615K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
17.9KNew |
$433K - $527K
|
17.9K
$552K
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16K+ 12.65% |
$388K - $472K
|
143K
$4.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
11.8K+ 10.55% |
$286K - $348K
|
124K
$3.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
10.7KNew |
$259K - $315K
|
10.7K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.35K+ 49.06% |
$202K - $246K
|
25.4K
$783K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
8.13K+ 49.73% |
$197K - $239K
|
24.5K
$755K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
7.76KNew |
$188K - $229K
|
7.76K
$239K
|
|
|
Jul 03, 2025
Q2 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
7.46K+ 19.45% |
$181K - $220K
|
45.8K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.28KNew |
$176K - $215K
|
7.28K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18KNew |
$174K - $211K
|
7.18K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
7.12K+ 21.53% |
$172K - $210K
|
40.2K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.63K+ 14.05% |
$87.8K - $107K
|
29.4K
$908K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.44K+ 2.31% |
$83.4K - $101K
|
152K
$4.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
2.14K+ 7.55% |
$51.8K - $63.1K
|
30.5K
$941K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
2.08K+ 2.02% |
$50.4K - $61.3K
|
105K
$3.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.12K+ 0.82% |
$27.1K - $32.9K
|
137K
$4.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
59+ 0.3% |
$1.43K - $1.74K
|
19.5K
$603K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
39+ 0.22% |
$944 - $1.15K
|
18.2K
$561K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$48.4 - $58.9
|
20.6K
$636K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-321- 0.9% |
$7.77K - $9.46K
|
35.4K
$1.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-3.98K- 0.91% |
$96.4K - $117K
|
436K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 32.21% |
$163K - $198K
|
14.2K
$437K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.5K- 9.68% |
$398K - $485K
|
154K
$4.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-108K- 45.98% |
$2.62M - $3.19M
|
127K
$3.93M
|