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 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3.44K- 11.47% |
$104K - $116K
|
26.5K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.91K- 2.96% |
$57.6K - $64.7K
|
62.6K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-313- 0.07% |
$9.45K - $10.6K
|
470K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.21KNew |
$218K - $244K
|
7.21K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
269+ 0.79% |
$8.12K - $9.11K
|
34.2K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
109K+ 105.89% |
$3.3M - $3.71M
|
213K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.07K+ 0.28% |
$62.4K - $70.1K
|
738K
$23.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
26.4KNew |
$796K - $893K
|
26.4K
$839K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
925+ 4.64% |
$27.9K - $31.3K
|
20.9K
$664K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.95K+ 25.05% |
$119K - $134K
|
19.7K
$627K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.17K+ 4.82% |
$95.6K - $107K
|
68.9K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.49K- 6.05% |
$75.1K - $84.2K
|
38.6K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
18.9K+ 24.19% |
$570K - $639K
|
96.9K
$3.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
251+ 3.06% |
$7.58K - $8.5K
|
8.44K
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 7.78% |
$35.8K - $40.2K
|
16.4K
$523K
|
|
|
Jan 17, 2025
Q4 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-285- 1.49% |
$8.6K - $9.65K
|
18.8K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
39.3K+ 18.91% |
$1.19M - $1.33M
|
247K
$7.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-398- 1.24% |
$12K - $13.5K
|
31.8K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.06K+ 11.76% |
$62.2K - $69.8K
|
19.6K
$623K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
4.02K+ 11.82% |
$121K - $136K
|
38K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.05K+ 14.42% |
$152K - $171K
|
40K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
47.5KNew |
$1.43M - $1.61M
|
47.5K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
80.1K+ 9.93% |
$2.42M - $2.71M
|
886K
$28.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
5.77KNew |
$174K - $195K
|
5.77K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.16K+ 5.81% |
$65.2K - $73.1K
|
39.3K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
74.7K+ 12.68% |
$2.25M - $2.53M
|
664K
$21.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
66+ 0.13% |
$1.99K - $2.24K
|
51.6K
$1.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
122+ 0.13% |
$3.68K - $4.13K
|
92.7K
$2.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.86K+ 12.58% |
$56.1K - $63K
|
16.7K
$530K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 3.66% |
$2.96K - $3.32K
|
2.77K
$88.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
26.4K+ 7.43% |
$796K - $893K
|
381K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-16.1K- 25.45% |
$485K - $544K
|
47.1K
$1.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
5.38K+ 30.09% |
$162K - $182K
|
23.3K
$740K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.54KNew |
$258K - $289K
|
8.54K
$272K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-43- 0.33% |
$1.3K - $1.46K
|
12.9K
$409K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
28.1K+ 6.97% |
$848K - $951K
|
431K
$13.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
7.77KNew |
$234K - $263K
|
7.77K
$247K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.68K+ 43.98% |
$81K - $90.9K
|
8.78K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 262.14% |
$685K - $769K
|
31.4K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.05% |
$121 - $135
|
7.35K
$234K
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$242M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
749+ 4.64% |
$22.6K - $25.4K
|
16.9K
$538K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
78.6K+ 3.87% |
$2.37M - $2.66M
|
2.11M
$67.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-133- 0.4% |
$4.01K - $4.5K
|
33.1K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
31.3K+ 32.56% |
$946K - $1.06M
|
128K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
45.3K+ 6.28% |
$1.37M - $1.53M
|
766K
$24.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
10.4K+ 8.76% |
$315K - $353K
|
129K
$4.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8.83K- 5.08% |
$267K - $299K
|
165K
$5.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.1K+ 4.16% |
$336K - $377K
|
279K
$8.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
30K+ 37.18% |
$905K - $1.02M
|
111K
$3.52M
|