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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3New |
$70.8 - $88.6
|
3
$95.5
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1K+ 5.24% |
$23.6K - $29.5K
|
20.1K
$640K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
120+ 32.0% |
$2.83K - $3.54K
|
495
$15.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
410New |
$9.68K - $12.1K
|
410
$13K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
80+ 0.58% |
$1.89K - $2.36K
|
13.9K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
65.1K+ 12.92% |
$1.54M - $1.92M
|
569K
$18.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
6.91KNew |
$163K - $204K
|
6.91K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.93KNew |
$69.2K - $86.6K
|
2.93K
$93.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
12New |
$283 - $354
|
12
$382
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
28.7KNew |
$678K - $848K
|
28.7K
$913K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.64K+ 9.35% |
$228K - $285K
|
113K
$3.58M
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100New |
$2.5K - $2.77K
|
100
$3.18K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4KNew |
$361K - $400K
|
14.4K
$459K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-24- 0.09% |
$599 - $665
|
25.4K
$808K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
18.9KNew |
$471K - $523K
|
18.9K
$601K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.8K+ 118.07% |
$370K - $410K
|
27.4K
$871K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
12.4KNew |
$310K - $344K
|
12.4K
$396K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
186New |
$4.64K - $5.15K
|
186
$5.92K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 0.2% |
$4K - $4.43K
|
79K
$2.52M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-29K- 7.92% |
$725K - $804K
|
337K
$10.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.65KNew |
$91.1K - $101K
|
3.65K
$116K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
100New |
$2.5K - $2.77K
|
100
$3.18K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.31K+ 37.7% |
$107K - $119K
|
15.7K
$500K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 20.42% |
$8.32K - $9.22K
|
1.3K
$41.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
60+ 0.62% |
$1.5K - $1.66K
|
9.69K
$308K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
9.13KNew |
$228K - $253K
|
9.13K
$290K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
44.1K+ 31.4% |
$1.1M - $1.22M
|
184K
$5.87M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
4.61KNew |
$115K - $128K
|
4.61K
$147K
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
13.1KNew |
$327K - $363K
|
13.1K
$417K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-67.9K- 6.31% |
$1.57M - $1.75M
|
1.01M
$32.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-6.1M- 98.08% |
$141M - $157M
|
120K
$3.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-570- 0.64% |
$13.2K - $14.6K
|
88.9K
$2.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.1KNew |
$234K - $259K
|
10.1K
$321K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
680New |
$15.8K - $17.5K
|
680
$21.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
153+ 186.59% |
$3.55K - $3.93K
|
235
$7.48K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
319KNew |
$7.39M - $8.2M
|
319K
$10.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
19.4KNew |
$449K - $499K
|
19.4K
$617K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
14KNew |
$323K - $359K
|
14K
$444K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-21.4KClosed |
$509K - $607K
|
0
$0
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
12.1KNew |
$288K - $344K
|
12.1K
$386K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
14.8KNew |
$352K - $420K
|
14.8K
$472K
|
|
|
May 12, 2023
Q1 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
12.7KNew |
$301K - $359K
|
12.7K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-140- 39.66% |
$3.32K - $3.96K
|
213
$6.78K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.04KNew |
$24.6K - $29.4K
|
1.04K
$33K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
735+ 4.52% |
$17.4K - $20.8K
|
17K
$541K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.87KNew |
$68.2K - $81.4K
|
2.87K
$91.5K
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
211KNew |
$5M - $5.97M
|
211K
$6.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
526+ 58.25% |
$12.5K - $14.9K
|
1.43K
$45.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
8.16KNew |
$194K - $231K
|
8.16K
$260K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-187- 18.95% |
$4.2K - $4.95K
|
800
$25.5K
|
|