Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFSV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
19+ 0.22% |
$555 - $622
|
8.77K
$275K
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.5K+ 15.83% |
$423K - $475K
|
106K
$3.33M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
24K+ 51.73% |
$701K - $787K
|
70.5K
$2.21M
|
|
|
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
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.11K+ 95.76% |
$237K - $265K
|
16.6K
$520K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1+ 0.0% |
$29.2 - $32.7
|
27.7K
$871K
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
197+ 2.33% |
$5.75K - $6.45K
|
8.67K
$272K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
932K+ 70.24% |
$27.2M - $30.5M
|
2.26M
$71M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
415New |
$12.1K - $13.6K
|
415
$13K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-245- 0.96% |
$7.15K - $8.02K
|
25.2K
$791K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-2.13K- 7.33% |
$62.3K - $69.8K
|
27K
$847K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.8K+ 5.35% |
$490K - $550K
|
331K
$10.4M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
623+ 7.9% |
$18.2K - $20.4K
|
8.51K
$267K
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.75K+ 2.05% |
$226K - $254K
|
387K
$12.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27.2K+ 9.73% |
$795K - $892K
|
307K
$9.65M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
1.02K+ 1.3% |
$29.9K - $33.5K
|
79.9K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
184KNew |
$5.38M - $6.03M
|
184K
$5.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-657K- 11.32% |
$19.2M - $21.5M
|
5.14M
$161M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
296+ 0.22% |
$8.64K - $9.69K
|
135K
$4.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.01K+ 0.87% |
$29.5K - $33.1K
|
118K
$3.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.05KNew |
$59.8K - $67.1K
|
2.05K
$64.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.8K- 10.96% |
$140K - $157K
|
39K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.9K+ 3.91% |
$1.6M - $1.8M
|
1.46M
$45.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.58K+ 12.35% |
$75.2K - $84.4K
|
23.5K
$736K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.06K+ 12.02% |
$148K - $166K
|
47.1K
$1.48M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-342- 3.29% |
$9.99K - $11.2K
|
10K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.9K- 99.71% |
$436K - $488K
|
44
$1.38K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
124KNew |
$3.63M - $4.07M
|
124K
$3.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
57.8KNew |
$1.69M - $1.89M
|
57.8K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-563- 0.85% |
$16.4K - $18.4K
|
65.4K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.48KNew |
$248K - $278K
|
8.48K
$266K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-284- 79.55% |
$8.29K - $9.3K
|
73
$2.29K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 0.1% |
$2.63K - $2.95K
|
90.4K
$2.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.1K+ 9.83% |
$2.51M - $2.82M
|
962K
$30.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
204K+ 435.85% |
$5.96M - $6.68M
|
251K
$7.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16K+ 5.93% |
$469K - $525K
|
287K
$9.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
714+ 1.14% |
$20.8K - $23.4K
|
63.4K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$472K - $529K
|
16.2K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
6+ 0.03% |
$175 - $196
|
23.3K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 0.44% |
$117 - $131
|
923
$29K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 0.23% |
$1.2K - $1.34K
|
18.2K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.6KNew |
$134K - $151K
|
4.6K
$144K
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-276- 0.57% |
$8.06K - $9.04K
|
48.3K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
292K+ 19.69% |
$8.52M - $9.55M
|
1.77M
$55.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-191- 11.9% |
$5.58K - $6.25K
|
1.41K
$44.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-505- 2.24% |
$14.7K - $16.5K
|
22K
$691K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
20.4K+ 3.32% |
$597K - $669K
|
637K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.1K+ 23.34% |
$61.3K - $68.7K
|
11.1K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53+ 0.34% |
$1.55K - $1.74K
|
15.9K
$498K
|
|