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 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-582- 0.98% |
$17K - $19.1K
|
58.7K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.5K+ 1.17% |
$43.9K - $49.2K
|
130K
$4.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 18.37% |
$1.77M - $1.99M
|
391K
$12.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
59+ 0.44% |
$1.72K - $1.93K
|
13.3K
$419K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.05K+ 13.95% |
$30.7K - $34.5K
|
8.6K
$270K
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-449K- 90.5% |
$13.1M - $14.7M
|
47.1K
$1.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
120K+ 6.5% |
$3.52M - $3.94M
|
1.97M
$61.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.44K+ 18.49% |
$217K - $244K
|
47.7K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21.9K- 47.59% |
$640K - $717K
|
24.1K
$758K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
37.2K+ 7.15% |
$1.08M - $1.22M
|
557K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-428- 4.72% |
$12.5K - $14K
|
8.65K
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.58K+ 10.63% |
$46K - $51.6K
|
16.4K
$515K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-185- 0.8% |
$5.4K - $6.06K
|
23K
$723K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.8K+ 5.11% |
$1.25M - $1.4M
|
880K
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
42.4K+ 11.78% |
$1.24M - $1.39M
|
402K
$12.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-50.9K- 88.55% |
$1.49M - $1.67M
|
6.58K
$207K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.51% |
$58.4 - $65.5
|
398
$12.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 0.45% |
$87.6 - $98.2
|
663
$20.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
692+ 0.94% |
$20.2K - $22.7K
|
74K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.86K+ 2.92% |
$83.6K - $93.7K
|
101K
$3.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
26.2K+ 2.92% |
$766K - $859K
|
923K
$29M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
531+ 3.2% |
$15.5K - $17.4K
|
17.1K
$537K
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-41- 0.29% |
$1.2K - $1.34K
|
14.2K
$447K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-3.41K- 5.75% |
$99.6K - $112K
|
55.9K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 3.95% |
$97.4K - $109K
|
87.8K
$2.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
13.7K+ 69.81% |
$400K - $449K
|
33.3K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
16.7K+ 2.29% |
$487K - $546K
|
747K
$23.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 3.66% |
$354K - $397K
|
343K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
11.7K+ 9.22% |
$343K - $384K
|
139K
$4.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.59K- 9.98% |
$192K - $216K
|
59.4K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.85K+ 5.66% |
$200K - $224K
|
128K
$4.01M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
5.03K+ 0.8% |
$147K - $165K
|
636K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.76KNew |
$51.4K - $57.6K
|
1.76K
$55.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-611- 1.33% |
$17.8K - $20K
|
45.2K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 6.59% |
$41.8K - $46.9K
|
23.2K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.44K+ 9.98% |
$217K - $244K
|
82K
$2.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.77K- 8.28% |
$51.5K - $57.8K
|
19.5K
$614K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.59KNew |
$193K - $216K
|
6.59K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.26K+ 64.22% |
$154K - $172K
|
13.5K
$423K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.97K+ 0.97% |
$86.8K - $97.3K
|
309K
$9.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
781K+ 62.97% |
$22.8M - $25.6M
|
2.02M
$63.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.63M+ 13.83% |
$47.6M - $53.3M
|
13.4M
$421M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.2K+ 2.84% |
$210K - $236K
|
261K
$8.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1K- 3.74% |
$29.2K - $32.7K
|
25.8K
$809K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
15.5K+ 4.97% |
$452K - $506K
|
327K
$10.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.9K- 14.86% |
$464K - $521K
|
91.1K
$2.86M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
73.2K+ 25.17% |
$2.14M - $2.4M
|
364K
$11.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.71K+ 41.98% |
$225K - $252K
|
26.1K
$819K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 69.92% |
$70.2K - $78.7K
|
5.84K
$183K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.83K+ 10.31% |
$112K - $125K
|
41K
$1.29M
|
|