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, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
6.52KNew |
$184K - $207K
|
6.52K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.92K+ 1.58% |
$82.5K - $92.6K
|
188K
$5.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
987+ 1.81% |
$27.9K - $31.3K
|
55.5K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
75.3K+ 14.36% |
$2.13M - $2.39M
|
600K
$19.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
134K+ 62.73% |
$3.78M - $4.24M
|
347K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
11K+ 55.0% |
$311K - $349K
|
31K
$986K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
51.5K+ 46.48% |
$1.45M - $1.63M
|
162K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24.9K+ 3.1% |
$704K - $789K
|
828K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.27KNew |
$121K - $135K
|
4.27K
$136K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 7.6% |
$387K - $434K
|
194K
$6.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2.69K+ 13.99% |
$76K - $85.3K
|
21.9K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.64K+ 8.31% |
$159K - $179K
|
73.5K
$2.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
48K+ 6.18% |
$1.36M - $1.52M
|
825K
$26.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.9K+ 6.31% |
$1.1M - $1.23M
|
656K
$20.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6.68KNew |
$189K - $212K
|
6.68K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
389+ 4.89% |
$11K - $12.3K
|
8.34K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
6.91K+ 8.92% |
$195K - $219K
|
84.4K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$28.3 - $31.7
|
16.8K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.27K+ 11.42% |
$149K - $167K
|
51.5K
$1.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
37.6K+ 41.46% |
$1.06M - $1.19M
|
128K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-801- 0.71% |
$22.6K - $25.4K
|
112K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
25+ 0.32% |
$706 - $793
|
7.82K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
8+ 0.07% |
$226 - $254
|
11.1K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.53KNew |
$269K - $302K
|
9.53K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.11K- 0.35% |
$31.4K - $35.3K
|
315K
$10M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
502K+ 49.63% |
$14.2M - $15.9M
|
1.51M
$48.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 4.21% |
$305K - $343K
|
267K
$8.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
107K+ 27.66% |
$3.02M - $3.38M
|
493K
$15.7M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.75K+ 20.82% |
$106K - $119K
|
21.7K
$691K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 21.98% |
$2.95M - $3.32M
|
580K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-15.5K- 7.32% |
$439K - $493K
|
197K
$6.26M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8.89K+ 1488.61% |
$251K - $282K
|
9.48K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6.72KNew |
$190K - $213K
|
6.72K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.44K+ 30.22% |
$68.8K - $77.2K
|
10.5K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.14K+ 26.16% |
$202K - $226K
|
34.4K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4.21K+ 7.1% |
$119K - $133K
|
63.5K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.34K- 1.49% |
$37.9K - $42.5K
|
88.8K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
12.4KNew |
$349K - $392K
|
12.4K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
138K+ 26.34% |
$3.9M - $4.38M
|
663K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 79.37% |
$284K - $319K
|
22.7K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-904- 8.35% |
$25.5K - $28.7K
|
9.92K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
66.3K+ 88.4% |
$1.87M - $2.1M
|
141K
$4.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
61K+ 20.97% |
$1.72M - $1.93M
|
352K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
686K+ 25.02% |
$19.4M - $21.8M
|
3.43M
$109M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
3+ 0.33% |
$84.8 - $95.1
|
908
$28.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-14.9K- 2.22% |
$422K - $474K
|
658K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 155.27% |
$691K - $775K
|
40.2K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.12K+ 3.17% |
$173K - $194K
|
199K
$6.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.82K- 4.62% |
$79.7K - $89.5K
|
58.2K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 22.32% |
$35.4K - $39.8K
|
6.87K
$219K
|