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 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.11K+ 4.14% |
$32.5K - $36.5K
|
28K
$880K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.11K- 17.41% |
$120K - $135K
|
19.5K
$612K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.18K+ 4.41% |
$34.4K - $38.6K
|
27.9K
$877K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
14+ 0.21% |
$409 - $458
|
6.82K
$214K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.21K- 14.0% |
$35.2K - $39.5K
|
7.41K
$233K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7.32K- 6.1% |
$214K - $240K
|
113K
$3.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
3.83K+ 26.3% |
$112K - $125K
|
18.4K
$577K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1K+ 2.86% |
$29.2K - $32.7K
|
35.9K
$1.13M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
30K+ 9.26% |
$876K - $982K
|
354K
$11.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9.51K+ 3.71% |
$278K - $311K
|
266K
$8.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.52K+ 16.21% |
$190K - $213K
|
46.7K
$1.47M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
665+ 4.3% |
$19.4K - $21.8K
|
16.1K
$506K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.74K- 2.73% |
$109K - $122K
|
133K
$4.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.1K+ 16.15% |
$120K - $134K
|
29.5K
$926K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.4% |
$29.2 - $32.7
|
251
$7.88K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 0.49% |
$29.2 - $32.7
|
206
$6.47K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-99- 1.0% |
$2.89K - $3.24K
|
9.82K
$308K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.73K+ 5.68% |
$50.6K - $56.7K
|
32.2K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.42K+ 1.42% |
$129K - $145K
|
315K
$9.89M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
38.2KNew |
$1.12M - $1.25M
|
38.2K
$1.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.98K+ 16.88% |
$174K - $196K
|
41.4K
$1.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.8K- 2.84% |
$52.6K - $59K
|
61.7K
$1.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
116+ 0.29% |
$3.39K - $3.8K
|
40.7K
$1.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
10+ 0.06% |
$292 - $327
|
17.9K
$562K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
995+ 3.19% |
$29.1K - $32.6K
|
32.2K
$1.01M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-10.3K- 2.02% |
$302K - $339K
|
502K
$15.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
100+ 1.1% |
$2.92K - $3.27K
|
9.21K
$289K
|
|
|
Oct 07, 2025
Q3 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
709+ 3.42% |
$20.7K - $23.2K
|
21.5K
$674K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
62KNew |
$1.81M - $2.03M
|
62K
$1.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
105KNew |
$3.06M - $3.43M
|
105K
$3.29M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
117KNew |
$3.41M - $3.82M
|
117K
$3.67M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
681+ 0.6% |
$19.9K - $22.3K
|
115K
$3.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.98K+ 5.65% |
$204K - $229K
|
131K
$4.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.01K+ 0.98% |
$58.8K - $65.9K
|
207K
$6.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
156+ 0.05% |
$4.56K - $5.11K
|
332K
$10.4M
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
59+ 0.3% |
$1.72K - $1.93K
|
19.6K
$615K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-1.37K- 3.96% |
$39.9K - $44.7K
|
33.1K
$1.04M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.1K+ 2.58% |
$324K - $363K
|
440K
$13.8M
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
SELL
|
- |
-3.99K- 34.01% |
$96.7K - $118K
|
7.75K
$243K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
50K+ 10.21% |
$1.21M - $1.47M
|
540K
$16.9M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.11K- 15.94% |
$51K - $62.1K
|
11.1K
$349K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.02K- 6.55% |
$48.9K - $59.5K
|
28.8K
$905K
|
|
|
Aug 15, 2025
Q2 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
105KNew |
$2.54M - $3.09M
|
105K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 7.5% |
$94.4K - $115K
|
48.1K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.95KNew |
$47.1K - $57.3K
|
1.95K
$61.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.86KNew |
$45.1K - $54.9K
|
1.86K
$58.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.52K+ 28.52% |
$85.2K - $104K
|
15.9K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
8.51KNew |
$206K - $251K
|
8.51K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-125K- 6.14% |
$3.02M - $3.67M
|
1.9M
$59.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.97K+ 16.57% |
$47.6K - $58K
|
13.8K
$435K
|
|