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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.1K+ 10.06% |
$94.6K - $100K
|
33.9K
$1.06M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.6K+ 6.64% |
$600K - $635K
|
316K
$9.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.7K- 4.83% |
$82.5K - $87.4K
|
53.2K
$1.67M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-234- 0.71% |
$7.15K - $7.57K
|
32.9K
$1.03M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.36K+ 6.33% |
$41.5K - $44K
|
22.8K
$717K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-8.45K- 25.42% |
$258K - $273K
|
24.8K
$779K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.7K+ 1.11% |
$113K - $120K
|
336K
$10.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.13K- 1.71% |
$64.9K - $68.7K
|
122K
$3.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.51K- 12.31% |
$76.8K - $81.3K
|
17.9K
$562K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.58K+ 4.95% |
$201K - $213K
|
140K
$4.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
95+ 0.08% |
$2.9K - $3.07K
|
117K
$3.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.41K+ 19.9% |
$196K - $207K
|
38.7K
$1.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
10.4K+ 25.53% |
$317K - $336K
|
51.1K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.1K- 2.01% |
$614K - $650K
|
980K
$30.8M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-813- 1.28% |
$24.8K - $26.3K
|
62.8K
$1.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
34.5K+ 72.49% |
$1.05M - $1.11M
|
82K
$2.57M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-116- 0.19% |
$3.54K - $3.75K
|
61.6K
$1.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-19.1K- 49.96% |
$583K - $617K
|
19.1K
$600K
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 0.3% |
$1.77K - $1.88K
|
19.6K
$617K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-15- 0.08% |
$458 - $485
|
18.2K
$570K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.92K- 17.58% |
$150K - $159K
|
23.1K
$725K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1.41K+ 4.08% |
$42.9K - $45.5K
|
35.9K
$1.13M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.59K- 1.73% |
$110K - $116K
|
203K
$6.39M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 3.12% |
$532K - $563K
|
576K
$18.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-4.44K- 7.15% |
$136K - $144K
|
57.6K
$1.81M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.93K+ 1.35% |
$181K - $192K
|
446K
$14M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.62K+ 8.73% |
$47.2K - $52.9K
|
20.1K
$631K
|
|
|
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
|
Ifp Advisors, Inc
|
BUY
|
- |
8.11K+ 95.76% |
$237K - $265K
|
16.6K
$520K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.4K- 3.18% |
$420K - $471K
|
438K
$13.8M
|
|
|
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
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
415New |
$12.1K - $13.6K
|
415
$13K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
932K+ 70.24% |
$27.2M - $30.5M
|
2.26M
$71M
|
|
|
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
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.75K+ 2.05% |
$226K - $254K
|
387K
$12.1M
|
|
|
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
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27.2K+ 9.73% |
$795K - $892K
|
307K
$9.65M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
623+ 7.9% |
$18.2K - $20.4K
|
8.51K
$267K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.9K+ 3.91% |
$1.6M - $1.8M
|
1.46M
$45.8M
|
|
|
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
|
|