Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.16K- 3.89% |
$121K - $136K
|
103K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-4.36K- 0.53% |
$127K - $143K
|
822K
$25.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.8K- 10.96% |
$140K - $157K
|
39K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.12K- 13.61% |
$149K - $168K
|
32.5K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.76K- 23.19% |
$168K - $189K
|
19.1K
$599K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.59K- 9.98% |
$192K - $216K
|
59.4K
$1.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.97K- 32.45% |
$203K - $228K
|
14.5K
$455K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7.32K- 6.1% |
$214K - $240K
|
113K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.87K- 1.46% |
$230K - $258K
|
532K
$16.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.9K- 15.11% |
$231K - $259K
|
44.4K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.96K- 25.5% |
$233K - $261K
|
23.3K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.01K- 7.41% |
$234K - $262K
|
100K
$3.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-8.11K- 39.92% |
$237K - $265K
|
12.2K
$383K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.24K- 1.92% |
$241K - $270K
|
420K
$13.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-9.72K- 8.62% |
$284K - $318K
|
103K
$3.24M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-10.3K- 2.02% |
$302K - $339K
|
502K
$15.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-10.9K- 11.26% |
$317K - $355K
|
85.6K
$2.69M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11.2K- 2.78% |
$328K - $368K
|
393K
$12.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.7K- 43.27% |
$342K - $383K
|
15.3K
$482K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 23.17% |
$363K - $407K
|
41.2K
$1.29M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.8K- 14.63% |
$374K - $420K
|
74.9K
$2.35M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.4K- 3.18% |
$420K - $471K
|
438K
$13.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.9K- 99.71% |
$436K - $488K
|
44
$1.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-15.7K- 14.76% |
$458K - $514K
|
90.6K
$2.85M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.9K- 14.86% |
$464K - $521K
|
91.1K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-18.6K- 49.16% |
$543K - $609K
|
19.2K
$604K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21.9K- 47.59% |
$640K - $717K
|
24.1K
$758K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-24K- 1.74% |
$701K - $785K
|
1.35M
$42.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24.5K- 7.2% |
$716K - $803K
|
316K
$9.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25.5K- 15.26% |
$745K - $836K
|
142K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34K- 36.7% |
$994K - $1.11M
|
58.7K
$1.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-50.9K- 88.55% |
$1.49M - $1.67M
|
6.58K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-54.3K- 7.29% |
$1.59M - $1.78M
|
690K
$21.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-61.1K- 39.6% |
$1.78M - $2M
|
93.2K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96.9K- 11.75% |
$2.83M - $3.17M
|
728K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106K- 13.84% |
$3.1M - $3.48M
|
662K
$20.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-135K- 8.13% |
$3.94M - $4.42M
|
1.52M
$47.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-233K- 29.98% |
$6.81M - $7.64M
|
545K
$17.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-267K- 32.34% |
$7.81M - $8.76M
|
560K
$17.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-449K- 90.5% |
$13.1M - $14.7M
|
47.1K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-657K- 11.32% |
$19.2M - $21.5M
|
5.14M
$161M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.29M- 48.4% |
$37.8M - $42.3M
|
1.38M
$43.3M
|
|