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 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
10.4K+ 6.56% |
$304K - $341K
|
169K
$5.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.16K- 3.89% |
$121K - $136K
|
103K
$3.22M
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
8.56K+ 1.01% |
$250K - $280K
|
852K
$26.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.8K+ 64.61% |
$2.42M - $2.71M
|
211K
$6.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.66K- 56.34% |
$48.5K - $54.4K
|
1.29K
$40.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.5K+ 22.32% |
$337K - $378K
|
63.2K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
1.1K+ 0.73% |
$32K - $35.9K
|
152K
$4.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.22K+ 8.25% |
$269K - $302K
|
121K
$3.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
29.2K+ 18.27% |
$854K - $957K
|
189K
$5.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.12K- 13.61% |
$149K - $168K
|
32.5K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
23.3K+ 4.91% |
$679K - $762K
|
497K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31K+ 224.7% |
$906K - $1.02M
|
44.8K
$1.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.3K- 2.55% |
$67.1K - $75.2K
|
87.7K
$2.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.8K+ 4.48% |
$375K - $420K
|
299K
$9.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
23.2K+ 6.09% |
$677K - $759K
|
404K
$12.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-308- 41.4% |
$8.99K - $10.1K
|
436
$13.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
716KNew |
$20.9M - $23.4M
|
716K
$22.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
183K+ 3.37% |
$5.35M - $5.99M
|
5.61M
$176M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
18.7K+ 29.63% |
$547K - $614K
|
82K
$2.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 10.78% |
$36.8K - $41.3K
|
13K
$407K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-24K- 1.74% |
$701K - $785K
|
1.35M
$42.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
716KNew |
$20.9M - $23.4M
|
716K
$22.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
40.1K+ 4.92% |
$1.17M - $1.31M
|
855K
$26.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-382- 6.24% |
$11.2K - $12.5K
|
5.74K
$180K
|
|
|
Nov 10, 2025
Q3 2025
|
Nkcfo LLC
|
BUY
|
- |
88.5KNew |
$2.58M - $2.9M
|
88.5K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5+ 0.04% |
$146 - $164
|
14.2K
$447K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.29M- 48.4% |
$37.8M - $42.3M
|
1.38M
$43.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-583- 0.12% |
$17K - $19.1K
|
481K
$15.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.2K+ 7.12% |
$942K - $1.06M
|
485K
$15.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.17K+ 3.41% |
$34.1K - $38.3K
|
35.4K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.2K+ 14.47% |
$327K - $366K
|
88.5K
$2.78M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
55+ 0.44% |
$1.61K - $1.8K
|
12.5K
$393K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.08K+ 9.72% |
$119K - $133K
|
46K
$1.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
SELL
|
- |
-670- 6.84% |
$19.6K - $21.9K
|
9.13K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.9K+ 4.57% |
$84.6K - $94.9K
|
66.4K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.74K+ 7.64% |
$50.7K - $56.8K
|
24.4K
$768K
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
5.34K+ 2.29% |
$156K - $175K
|
239K
$7.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
519+ 8.34% |
$15.2K - $17K
|
6.74K
$212K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
6.99K+ 16.92% |
$204K - $229K
|
48.3K
$1.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.97K- 32.45% |
$203K - $228K
|
14.5K
$455K
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.89K- 2.44% |
$55.3K - $62K
|
75.8K
$2.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2- 0.02% |
$58.4 - $65.5
|
11.8K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
827+ 104.68% |
$24.1K - $27.1K
|
1.62K
$50.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-29- -0.0% |
$847 - $949
|
629K
$19.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-178- 2.37% |
$5.2K - $5.83K
|
7.32K
$230K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15K+ 16.69% |
$33.5K - $37.6K
|
8.02K
$252K
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
18.1K+ 18.23% |
$529K - $593K
|
117K
$3.69M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.06K+ 1.27% |
$148K - $166K
|
402K
$12.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2.42K+ 1.42% |
$70.5K - $79.1K
|
173K
$5.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.95K- 2.32% |
$86.3K - $96.7K
|
125K
$3.91M
|
|