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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.95K- 4.02% |
$240K - $269K
|
190K
$6.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 102.73% |
$100K - $112K
|
6.54K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
7.67KNew |
$232K - $260K
|
7.67K
$244K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18.3K+ 3.99% |
$553K - $620K
|
478K
$15.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
861+ 5.88% |
$26K - $29.2K
|
15.5K
$492K
|
|
|
Feb 04, 2025
Q4 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.37K+ 7.37% |
$41.4K - $46.4K
|
20K
$634K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
25.3K+ 39.85% |
$763K - $856K
|
88.7K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 3.89% |
$4.77K - $5.35K
|
3.9K
$124K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
275+ 98.21% |
$8.3K - $9.31K
|
555
$17.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.36K- 2.28% |
$41K - $46K
|
58.3K
$1.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
14.1KNew |
$425K - $477K
|
14.1K
$447K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
57+ 0.43% |
$1.72K - $1.93K
|
13.2K
$419K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
41.9K+ 627.49% |
$1.26M - $1.42M
|
48.6K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
75+ 0.96% |
$2.26K - $2.54K
|
7.89K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15.3K+ 1.26% |
$460K - $517K
|
1.22M
$38.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
57.2KNew |
$1.73M - $1.94M
|
57.2K
$1.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-3.82K- 4.39% |
$115K - $129K
|
83.1K
$2.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.76K+ 1.24% |
$53K - $59.5K
|
143K
$4.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
87.2KNew |
$2.63M - $2.96M
|
87.2K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
236K+ 4.53% |
$7.12M - $7.99M
|
5.44M
$173M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
227KNew |
$6.84M - $7.67M
|
227K
$7.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
36.5KNew |
$1.1M - $1.24M
|
36.5K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
56KNew |
$1.69M - $1.9M
|
56K
$1.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19KNew |
$575K - $645K
|
19K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.16K- 6.77% |
$34.9K - $39.2K
|
15.9K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
94+ 0.37% |
$2.84K - $3.18K
|
25.3K
$803K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
290+ 4.27% |
$8.75K - $9.82K
|
7.08K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-15.4K- 18.2% |
$464K - $520K
|
69K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4.55KNew |
$137K - $154K
|
4.55K
$144K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
695+ 1.54% |
$21K - $23.5K
|
45.8K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34- 3.97% |
$1.03K - $1.15K
|
823
$26.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.07% |
$181 - $203
|
8.48K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
548+ 0.7% |
$16.5K - $18.6K
|
79.2K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
9.55K+ 4.89% |
$288K - $323K
|
205K
$6.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-137- 0.61% |
$4.13K - $4.64K
|
22.5K
$714K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
16+ 0.07% |
$483 - $542
|
23.1K
$734K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-4.1K- 6.47% |
$124K - $139K
|
59.3K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.23K+ 12.35% |
$278K - $312K
|
83.9K
$2.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12.2K- 6.12% |
$368K - $413K
|
187K
$5.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.77KNew |
$235K - $263K
|
7.77K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
519+ 1.8% |
$15.7K - $17.6K
|
29.4K
$933K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
89.4K+ 37.36% |
$2.7M - $3.03M
|
329K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-767- 0.25% |
$23.1K - $26K
|
306K
$9.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-18.1K- 2.76% |
$546K - $613K
|
639K
$20.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
26.4K+ 37.65% |
$796K - $894K
|
96.5K
$3.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
21.4K+ 22.95% |
$646K - $725K
|
115K
$3.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.16K+ 0.88% |
$95.3K - $107K
|
362K
$11.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
82.3K+ 4.55% |
$2.48M - $2.79M
|
1.89M
$60.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-5.44K- 14.02% |
$164K - $184K
|
33.4K
$1.06M
|