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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.76K+ 0.96% |
$51.3K - $57.5K
|
184K
$5.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-336- 5.72% |
$9.81K - $11K
|
5.54K
$174K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
80+ 1.1% |
$2.34K - $2.62K
|
7.36K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Oak Wealth Advisors LLC
Northbrook, IL |
SELL
|
- |
-651- 0.7% |
$19K - $21.3K
|
92.2K
$2.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-41- 0.03% |
$1.2K - $1.34K
|
155K
$4.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.08K+ 0.65% |
$31.5K - $35.3K
|
166K
$5.21M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78+ 0.79% |
$2.28K - $2.55K
|
9.95K
$312K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.94K+ 4.61% |
$232K - $260K
|
180K
$5.66M
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.52K+ 6.39% |
$44.4K - $49.8K
|
25.3K
$795K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
35+ 0.45% |
$1.02K - $1.15K
|
7.76K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 12.05% |
$43.8K - $49.1K
|
13.9K
$438K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
532+ 1.25% |
$15.5K - $17.4K
|
43K
$1.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-43- 0.29% |
$1.26K - $1.41K
|
15K
$471K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
465K+ 495.8% |
$13.6M - $15.2M
|
559K
$17.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
921+ 1.35% |
$26.9K - $30.2K
|
69.2K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.99K+ 24.17% |
$204K - $229K
|
35.9K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-345- 0.54% |
$10.1K - $11.3K
|
63.6K
$2M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.5K+ 56.85% |
$219K - $245K
|
20.7K
$649K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.46K+ 0.89% |
$71.9K - $80.6K
|
280K
$8.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.56% |
$87.6 - $98.2
|
535
$16.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.46K+ 4.65% |
$159K - $179K
|
123K
$3.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.88K- 3.7% |
$113K - $127K
|
101K
$3.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
709+ 1.8% |
$20.7K - $23.2K
|
40.1K
$1.26M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.74K+ 4.33% |
$50.7K - $56.9K
|
41.9K
$1.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-233K- 29.98% |
$6.81M - $7.64M
|
545K
$17.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.39K+ 30.7% |
$157K - $176K
|
22.9K
$720K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.5KNew |
$482K - $540K
|
16.5K
$518K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-560- 0.12% |
$16.4K - $18.3K
|
484K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32.1K+ 13.38% |
$938K - $1.05M
|
272K
$8.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
242K+ 11.08% |
$7.07M - $7.93M
|
2.43M
$76.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-10.9K- 11.26% |
$317K - $355K
|
85.6K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
423K+ 13.93% |
$12.3M - $13.8M
|
3.46M
$109M
|
|
|
Oct 21, 2025
Q3 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
66+ 0.45% |
$1.93K - $2.16K
|
14.9K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 2.88% |
$1.46K - $1.64K
|
1.78K
$56K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.4K+ 8.68% |
$361K - $405K
|
155K
$4.87M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
9.8K+ 3.7% |
$286K - $321K
|
275K
$8.63M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-289- 0.45% |
$8.44K - $9.46K
|
63.6K
$2M
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.29K+ 2.88% |
$242K - $271K
|
296K
$9.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.77K- 3.87% |
$51.7K - $58K
|
44.1K
$1.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
775+ 0.92% |
$22.6K - $25.4K
|
85.1K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-15.7K- 14.76% |
$458K - $514K
|
90.6K
$2.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-9.72K- 8.62% |
$284K - $318K
|
103K
$3.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 14.16% |
$641K - $719K
|
177K
$5.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-211- 26.47% |
$6.16K - $6.91K
|
586
$18.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
74.2K+ 28.59% |
$2.17M - $2.43M
|
334K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-1.8K- 3.39% |
$52.6K - $59K
|
51.3K
$1.61M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48.2K+ 0.75% |
$1.41M - $1.58M
|
6.51M
$204M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
334KNew |
$9.74M - $10.9M
|
334K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.96K- 25.5% |
$233K - $261K
|
23.3K
$731K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2- 0.01% |
$58.4 - $65.5
|
18.2K
$571K
|
|