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, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
372New |
$10.5K - $11.8K
|
372
$11.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.88K+ 40.9% |
$81.2K - $91.2K
|
9.91K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.67% |
$28.3 - $31.7
|
150
$4.77K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
217K+ 9.24% |
$6.13M - $6.88M
|
2.57M
$81.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-120- 1.66% |
$3.39K - $3.8K
|
7.1K
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-24.7K- 9.35% |
$698K - $783K
|
239K
$7.62M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.02K+ 4.07% |
$255K - $286K
|
230K
$7.33M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.92K+ 2.72% |
$54.1K - $60.7K
|
72.3K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
136K+ 31.66% |
$3.83M - $4.3M
|
564K
$18M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3New |
$84.8 - $95.1
|
3
$95.5
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
295K+ 6.01% |
$8.34M - $9.35M
|
5.2M
$166M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
205+ 1.46% |
$5.79K - $6.5K
|
14.3K
$454K
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
193K+ 11.91% |
$5.44M - $6.1M
|
1.81M
$57.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
61+ 0.13% |
$1.72K - $1.93K
|
45.7K
$1.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
4.29K+ 5.19% |
$121K - $136K
|
86.9K
$2.76M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35.1KNew |
$992K - $1.11M
|
35.1K
$1.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.69K+ 2.16% |
$274K - $307K
|
459K
$14.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.69K+ 16.91% |
$76K - $85.3K
|
18.6K
$592K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 1.57% |
$366K - $411K
|
839K
$26.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
4.29K+ 10.52% |
$121K - $136K
|
45.1K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27KNew |
$762K - $855K
|
27K
$858K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 25.87% |
$4.39M - $4.93M
|
757K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14.8K+ 2446.03% |
$417K - $468K
|
15.4K
$489K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-7.64K- 25.24% |
$216K - $242K
|
22.6K
$720K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
3.09K+ 0.82% |
$87.3K - $98K
|
382K
$12.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.85K+ 27.93% |
$80.5K - $90.3K
|
13K
$415K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
352+ 1.6% |
$9.94K - $11.2K
|
22.4K
$712K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
24.2K+ 10.86% |
$684K - $767K
|
247K
$7.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
22.3K+ 31.47% |
$631K - $708K
|
93.3K
$2.97M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.56K- 0.51% |
$44.1K - $49.5K
|
307K
$9.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
29.1K+ 19.86% |
$822K - $922K
|
175K
$5.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.82K+ 14.52% |
$79.7K - $89.4K
|
22.3K
$708K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 1.83% |
$452 - $507
|
857
$27.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
28.9KNew |
$815K - $915K
|
28.9K
$918K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
353KNew |
$9.97M - $11.2M
|
353K
$11.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
32.2K+ 7.07% |
$908K - $1.02M
|
487K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Avondale Wealth Management
|
BUY
|
- |
32+ 34.04% |
$904 - $1.01K
|
126
$4.01K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.18K+ 17.39% |
$89.7K - $101K
|
21.4K
$682K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-462- 0.77% |
$13.1K - $14.6K
|
59.6K
$1.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-38- 0.44% |
$1.07K - $1.2K
|
8.69K
$276K
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
25.1K+ 183.56% |
$710K - $797K
|
38.8K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
53.7K+ 555.72% |
$1.52M - $1.7M
|
63.4K
$2.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
151+ 0.2% |
$4.27K - $4.79K
|
74.7K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.14K- 0.8% |
$32.1K - $36.1K
|
142K
$4.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.23K+ 15.17% |
$261K - $293K
|
70.1K
$2.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-100- 0.52% |
$2.83K - $3.17K
|
19.3K
$613K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
11KNew |
$312K - $350K
|
11K
$351K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
10.3KNew |
$287K - $311K
|
10.3K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 36.39% |
$36.9K - $40K
|
2.32K
$73.8K
|
|