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 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
37.7KNew |
$1.1M - $1.23M
|
37.7K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-8.11K- 39.92% |
$237K - $265K
|
12.2K
$383K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
37.3K+ 8.98% |
$1.09M - $1.22M
|
452K
$14.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
81.6K+ 3.32% |
$2.38M - $2.67M
|
2.54M
$79.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
33K+ 54.89% |
$964K - $1.08M
|
93.1K
$2.92M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 0.46% |
$526 - $589
|
3.95K
$124K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.7K+ 3.71% |
$49.6K - $55.7K
|
47.5K
$1.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.24K- 1.92% |
$241K - $270K
|
420K
$13.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-3.9K- 13.58% |
$114K - $128K
|
24.8K
$779K
|
|
|
Oct 31, 2025
Q3 2025
|
Grove Street Fiduciary, LLC
Peterborough, NH |
SELL
|
- |
-834- 1.91% |
$24.4K - $27.3K
|
42.9K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
16.4KNew |
$478K - $536K
|
16.4K
$514K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.23K- 5.01% |
$35.9K - $40.2K
|
23.3K
$731K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.81KNew |
$199K - $223K
|
6.81K
$214K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.25K+ 10.69% |
$124K - $139K
|
43.9K
$1.38M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.8K+ 132.23% |
$783K - $877K
|
47.1K
$1.48M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44.1K+ 9.67% |
$1.29M - $1.44M
|
501K
$15.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-1.15K- 38.8% |
$33.5K - $37.6K
|
1.81K
$56.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.38K+ 4.67% |
$40.2K - $45K
|
30.8K
$967K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
8.62KNew |
$252K - $282K
|
8.62K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.56K+ 10.43% |
$104K - $117K
|
37.7K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 11.64% |
$3.04M - $3.41M
|
1M
$31.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-551- 0.06% |
$16.1K - $18K
|
907K
$28.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.26K+ 2.46% |
$95.1K - $107K
|
135K
$4.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
94.2K+ 12.03% |
$2.75M - $3.08M
|
877K
$27.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.42% |
$2.1K - $2.36K
|
17.1K
$538K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.1K+ 5.68% |
$850K - $953K
|
542K
$17M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
22+ 0.28% |
$642 - $720
|
7.96K
$250K
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3.18K- 2.38% |
$92.7K - $104K
|
130K
$4.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-501- 2.47% |
$14.6K - $16.4K
|
19.8K
$621K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 1.75% |
$5.84K - $6.55K
|
11.6K
$365K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
239K+ 7.44% |
$6.98M - $7.82M
|
3.45M
$108M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.88K+ 9.75% |
$172K - $192K
|
66.1K
$2.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
64.5K+ 11.06% |
$1.88M - $2.11M
|
648K
$20.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
132KNew |
$3.84M - $4.31M
|
132K
$4.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.19K+ 15.47% |
$93.1K - $104K
|
23.8K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.15K+ 2.38% |
$92.1K - $103K
|
136K
$4.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
2+ 0.01% |
$58.4 - $65.5
|
23.3K
$730K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
205K+ 14.5% |
$5.98M - $6.71M
|
1.62M
$50.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
49.7K+ 19.46% |
$1.45M - $1.63M
|
305K
$9.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.64K+ 5.48% |
$165K - $185K
|
109K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25- 0.15% |
$730 - $819
|
16.2K
$508K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.09K+ 0.62% |
$31.8K - $35.6K
|
175K
$5.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
21+ 0.22% |
$613 - $688
|
9.36K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.96K+ 0.45% |
$57.3K - $64.3K
|
440K
$13.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
8.85K+ 8.31% |
$258K - $290K
|
115K
$3.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-602- 0.91% |
$17.6K - $19.7K
|
65.5K
$2.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.72K- 17.53% |
$108K - $122K
|
17.5K
$549K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.04K- 1.29% |
$88.7K - $99.4K
|
232K
$7.28M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-267K- 32.34% |
$7.81M - $8.76M
|
560K
$17.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25.5K- 15.26% |
$745K - $836K
|
142K
$4.45M
|
|