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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1+ 100.0% |
$24.2 - $29.5
|
2
$62.8
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.18KNew |
$174K - $211K
|
7.18K
$225K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 32.21% |
$163K - $198K
|
14.2K
$444K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.44K+ 2.31% |
$83.4K - $101K
|
152K
$4.78M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
19.9KNew |
$483K - $587K
|
19.9K
$626K
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
23.1KNew |
$559K - $680K
|
23.1K
$725K
|
|
| Q1 2025 | |||||||
|
Jul 14, 2025
Q1 2025
|
Argent Capital Management LLC
|
BUY
|
- |
17.6KNew |
$486K - $566K
|
17.6K
$553K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$1.65K - $1.93K
|
60
$1.88K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
28.4K+ 116.73% |
$784K - $913K
|
52.8K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.7K- 32.93% |
$74.4K - $86.7K
|
5.5K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.23KNew |
$227K - $264K
|
8.23K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.25K+ 97.73% |
$34.5K - $40.1K
|
2.53K
$79.4K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.95KNew |
$53.8K - $62.6K
|
1.95K
$61.3K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.9K+ 42.33% |
$245K - $286K
|
29.9K
$940K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.7K+ 6.25% |
$322K - $375K
|
199K
$6.23M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
3.5K+ 6.31% |
$96.5K - $112K
|
59K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.78K+ 1.77% |
$132K - $153K
|
274K
$8.61M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.83K- 36.21% |
$188K - $219K
|
12K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
37.1K+ 53.28% |
$1.02M - $1.19M
|
107K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
400New |
$11K - $12.8K
|
400
$12.6K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 45.81% |
$23.8K - $27.7K
|
1.02K
$32.1K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.35K+ 6.87% |
$37.1K - $43.2K
|
20.9K
$657K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17K+ 6.9% |
$470K - $547K
|
264K
$8.29M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
13.5KNew |
$372K - $433K
|
13.5K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
60.1K+ 4.92% |
$1.66M - $1.93M
|
1.28M
$40.3M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
1.11KNew |
$30.6K - $35.6K
|
1.11K
$34.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-965- 2.92% |
$26.6K - $31K
|
32.1K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-39.3K- 54.16% |
$1.08M - $1.26M
|
33.2K
$1.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.74K- 8.29% |
$158K - $184K
|
63.5K
$1.99M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
9.44KNew |
$260K - $303K
|
9.44K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
335+ 3.81% |
$9.23K - $10.8K
|
9.12K
$286K
|
|
|
Apr 16, 2025
Q1 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.6KNew |
$540K - $628K
|
19.6K
$615K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.2K- 78.17% |
$281K - $327K
|
2.85K
$89.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
32.7K+ 25.27% |
$901K - $1.05M
|
162K
$5.09M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.18KNew |
$198K - $230K
|
7.18K
$225K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-427- 3.86% |
$12.9K - $14.5K
|
10.6K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
7.01KNew |
$212K - $237K
|
7.01K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.56KNew |
$168K - $188K
|
5.56K
$175K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-674- 4.0% |
$20.3K - $22.8K
|
16.2K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.05KNew |
$31.7K - $35.5K
|
1.05K
$32.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
20.7KNew |
$624K - $700K
|
20.7K
$649K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
307New |
$9.27K - $10.4K
|
307
$9.64K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.7KNew |
$81.6K - $91.6K
|
2.7K
$84.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
32KNew |
$966K - $1.08M
|
32K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
10.8K+ 27.76% |
$325K - $365K
|
49.6K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.31K+ 102.73% |
$100K - $112K
|
6.54K
$205K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
290+ 4.27% |
$8.75K - $9.82K
|
7.08K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.77KNew |
$235K - $263K
|
7.77K
$244K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
9.52KNew |
$287K - $322K
|
9.52K
$299K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
352New |
$10.6K - $11.9K
|
352
$11.1K
|
|