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 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
68.9K+ 3.87% |
$1.67M - $2.03M
|
1.85M
$58.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
68.4KNew |
$1.65M - $2.01M
|
68.4K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
68.2K+ 9.13% |
$1.65M - $2.01M
|
815K
$25.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
68K+ 396.47% |
$1.65M - $2M
|
85.1K
$2.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
64.6KNew |
$1.57M - $1.91M
|
64.6K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
64.5K+ 32.74% |
$1.56M - $1.9M
|
262K
$8.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
64K+ 12.34% |
$1.55M - $1.89M
|
583K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.8K+ 21.43% |
$1.54M - $1.88M
|
362K
$11.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.1K+ 5.18% |
$1.48M - $1.8M
|
1.24M
$38.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.2K+ 871.29% |
$1.43M - $1.74M
|
65.9K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
58.4K+ 19.36% |
$1.41M - $1.72M
|
360K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
56.4K+ 583.33% |
$1.36M - $1.66M
|
66K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
54.1K+ 14.11% |
$1.31M - $1.6M
|
438K
$13.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
53.5K+ 372.36% |
$1.3M - $1.58M
|
67.9K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
53.1K+ 19.59% |
$1.29M - $1.56M
|
324K
$10.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52K+ 25.55% |
$1.26M - $1.53M
|
255K
$8.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
51K+ 10.9% |
$1.24M - $1.5M
|
519K
$16.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
50.7K+ 24.28% |
$1.23M - $1.49M
|
259K
$8.15M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50K+ 10.21% |
$1.21M - $1.47M
|
540K
$16.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50K+ 10.21% |
$1.21M - $1.47M
|
540K
$16.9M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
48.8KNew |
$1.18M - $1.44M
|
48.8K
$1.53M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
46.4K+ 15.76% |
$1.12M - $1.37M
|
341K
$10.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
46KNew |
$1.11M - $1.36M
|
46K
$1.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
45.9K+ 85.77% |
$1.11M - $1.35M
|
99.4K
$3.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.2K+ 5.74% |
$1.1M - $1.33M
|
833K
$26.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
44.8K+ 19.23% |
$1.08M - $1.32M
|
278K
$8.72M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
44.6K+ 6.51% |
$1.08M - $1.32M
|
730K
$22.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
43.6K+ 16.26% |
$1.05M - $1.28M
|
311K
$9.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
42.8K+ 28.59% |
$1.04M - $1.26M
|
193K
$6.05M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
38K+ 4.72% |
$921K - $1.12M
|
843K
$26.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
38K+ 486.4% |
$921K - $1.12M
|
45.8K
$1.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
37.9K+ 4.09% |
$917K - $1.12M
|
964K
$30.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
37.6K+ 110441.18% |
$909K - $1.11M
|
37.6K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
37K+ 127.45% |
$896K - $1.09M
|
66.1K
$2.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
36.4K+ 43.08% |
$881K - $1.07M
|
121K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
36.1K+ 36.72% |
$873K - $1.06M
|
134K
$4.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
35.8K+ 9.22% |
$866K - $1.05M
|
424K
$13.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.6K+ 5785.37% |
$861K - $1.05M
|
36.2K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
35.4K+ 327.99% |
$858K - $1.04M
|
46.2K
$1.45M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
35K+ 29.17% |
$848K - $1.03M
|
155K
$4.87M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
33.3K+ 23.93% |
$806K - $981K
|
172K
$5.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
32.3KNew |
$781K - $951K
|
32.3K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.2KNew |
$755K - $919K
|
31.2K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
29.1K+ 13.79% |
$704K - $857K
|
240K
$7.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
28.9K+ 37.19% |
$701K - $853K
|
107K
$3.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.8K+ 45.08% |
$698K - $849K
|
92.8K
$2.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
28.5KNew |
$690K - $840K
|
28.5K
$895K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
27.3K+ 275.84% |
$660K - $803K
|
37.1K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
27.1K+ 52.19% |
$655K - $797K
|
78.9K
$2.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.4K+ 269.45% |
$639K - $778K
|
36.2K
$1.14M
|
|