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 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.7K+ 13.76% |
$342K - $383K
|
96.8K
$3.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.97K+ 6.62% |
$86.7K - $97.2K
|
47.8K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
6.45K+ 2.16% |
$188K - $211K
|
304K
$9.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
284+ 1.16% |
$8.29K - $9.3K
|
24.7K
$777K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.9K+ 3.99% |
$494K - $554K
|
441K
$13.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
25.9K+ 27.38% |
$757K - $848K
|
121K
$3.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
743+ 2.2% |
$21.7K - $24.3K
|
34.5K
$1.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
11.9K+ 2.38% |
$346K - $388K
|
510K
$16M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11.2K+ 12.42% |
$326K - $366K
|
101K
$3.18M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
22.8KNew |
$665K - $746K
|
22.8K
$715K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11.2K- 2.78% |
$328K - $368K
|
393K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.43K+ 7.08% |
$188K - $211K
|
97.3K
$3.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-229- 2.16% |
$6.69K - $7.5K
|
10.4K
$326K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.17K+ 10.86% |
$63.5K - $71.1K
|
22.2K
$697K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
145+ 0.16% |
$4.23K - $4.75K
|
90.2K
$2.83M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-1.82K- 10.42% |
$53.1K - $59.6K
|
15.6K
$491K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
37+ 0.06% |
$1.08K - $1.21K
|
64.7K
$2.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.77K- 12.13% |
$51.7K - $58K
|
12.8K
$403K
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
16.9K+ 5.87% |
$493K - $552K
|
304K
$9.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.7K- 43.27% |
$342K - $383K
|
15.3K
$482K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4K+ 117.9% |
$624K - $699K
|
39.5K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15.5K+ 16.71% |
$453K - $508K
|
108K
$3.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
699+ 9.01% |
$20.4K - $22.9K
|
8.46K
$266K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.47K+ 5.08% |
$101K - $114K
|
71.8K
$2.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.2K+ 44.4% |
$269K - $301K
|
29.9K
$939K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
38.5K+ 19.96% |
$1.12M - $1.26M
|
231K
$7.26M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.95K+ 4.12% |
$86.1K - $96.5K
|
74.5K
$2.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.39KNew |
$187K - $209K
|
6.39K
$201K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.1K- 3.37% |
$32.1K - $36K
|
31.6K
$992K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-61.1K- 39.6% |
$1.78M - $2M
|
93.2K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
297+ 1.08% |
$8.67K - $9.72K
|
27.7K
$870K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
208+ 0.45% |
$6.07K - $6.81K
|
46.9K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.02K+ 11.24% |
$234K - $262K
|
79.4K
$2.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.29K+ 26.87% |
$67K - $75.1K
|
10.8K
$340K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
123K+ 493.37% |
$3.6M - $4.04M
|
148K
$4.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-374- 0.66% |
$10.9K - $12.2K
|
55.9K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-1.54K- 0.35% |
$45K - $50.5K
|
434K
$13.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.1K+ 1.46% |
$354K - $397K
|
845K
$26.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Foster Group, Inc.
|
SELL
|
- |
-899- 3.15% |
$26.3K - $29.4K
|
27.6K
$867K
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
42K+ 4.62% |
$1.23M - $1.38M
|
953K
$29.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-893- 17.73% |
$26.1K - $29.2K
|
4.15K
$130K
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.48K+ 10.94% |
$72.3K - $81K
|
25.1K
$788K
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
25.4K+ 7.8% |
$742K - $832K
|
351K
$11M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.5K+ 2.59% |
$424K - $476K
|
575K
$18.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 0.19% |
$584 - $655
|
10.7K
$337K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 3.23% |
$37.9K - $42.5K
|
38.9K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24.3K+ 1.82% |
$708K - $794K
|
1.36M
$42.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111K+ 72.34% |
$3.24M - $3.64M
|
265K
$8.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1.09K+ 2.16% |
$31.9K - $35.7K
|
51.7K
$1.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-89- 1.15% |
$2.6K - $2.91K
|
7.68K
$241K
|
|