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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96.9K- 11.75% |
$2.83M - $3.17M
|
728K
$22.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
589K+ 42.27% |
$17.2M - $19.3M
|
1.98M
$62.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34K- 36.7% |
$994K - $1.11M
|
58.7K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 1.39% |
$69.1K - $77.5K
|
173K
$5.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.46K+ 7.77% |
$159K - $179K
|
75.7K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24.5K- 7.2% |
$716K - $803K
|
316K
$9.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.76K- 23.19% |
$168K - $189K
|
19.1K
$599K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106K- 13.84% |
$3.1M - $3.48M
|
662K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09MNew |
$61M - $68.4M
|
2.09M
$65.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.57K+ 0.99% |
$104K - $117K
|
365K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.5KNew |
$423K - $474K
|
14.5K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.82K- 0.46% |
$53.1K - $59.6K
|
392K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.8KNew |
$929K - $1.04M
|
31.8K
$999K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 23.17% |
$363K - $407K
|
41.2K
$1.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.9K- 15.11% |
$231K - $259K
|
44.4K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-54.3K- 7.29% |
$1.59M - $1.78M
|
690K
$21.7M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
11K+ 8.04% |
$320K - $359K
|
147K
$4.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
26.8K+ 6.71% |
$783K - $877K
|
426K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-837- 3.34% |
$24.4K - $27.4K
|
24.2K
$760K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.54K+ 0.97% |
$74.1K - $83.1K
|
264K
$8.29M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
42.8K+ 99.58% |
$1.25M - $1.4M
|
85.7K
$2.69M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
472+ 1.98% |
$13.8K - $15.5K
|
24.3K
$761K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
193+ 0.33% |
$5.64K - $6.32K
|
58.3K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.3K+ 9.04% |
$2.2M - $2.47M
|
908K
$28.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
125+ 0.17% |
$3.65K - $4.09K
|
72.3K
$2.27M
|
|
|
Nov 13, 2025
Q3 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.39K- 5.06% |
$40.6K - $45.5K
|
26.1K
$818K
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
40.5KNew |
$1.18M - $1.33M
|
40.5K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.17K+ 6.14% |
$122K - $136K
|
72.1K
$2.26M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-4.36K- 0.53% |
$127K - $143K
|
822K
$25.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
905K+ 433.26% |
$26.4M - $29.6M
|
1.11M
$35M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$87.6 - $98.2
|
27.3K
$859K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-29- 2.33% |
$847 - $949
|
1.22K
$38.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 3.97% |
$352K - $395K
|
316K
$9.91M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.2K+ 0.97% |
$764K - $857K
|
2.73M
$85.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$652K - $731K
|
22.3K
$701K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
733+ 5.12% |
$21.4K - $24K
|
15K
$472K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 0.44% |
$1.23K - $1.38K
|
9.54K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
187KNew |
$5.45M - $6.11M
|
187K
$5.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.12K- 82.76% |
$120K - $135K
|
857
$26.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.72K+ 3.07% |
$167K - $187K
|
192K
$6.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-18.6K- 49.16% |
$543K - $609K
|
19.2K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-36- 0.19% |
$1.05K - $1.18K
|
19.1K
$600K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.01K- 7.41% |
$234K - $262K
|
100K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.9K+ 5.28% |
$2.27M - $2.55M
|
1.55M
$48.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
33New |
$964 - $1.08K
|
33
$1.04K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-135K- 8.13% |
$3.94M - $4.42M
|
1.52M
$47.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.75KNew |
$197K - $221K
|
6.75K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
41.8K+ 4.33% |
$1.22M - $1.37M
|
1.01M
$31.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.05K+ 2.39% |
$30.7K - $34.4K
|
44.9K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
59.2K+ 11.11% |
$1.73M - $1.94M
|
592K
$18.6M
|
|