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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.48K+ 10.87% |
$108K - $132K
|
45.7K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
117KNew |
$2.83M - $3.45M
|
117K
$3.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
43+ 126.47% |
$1.04K - $1.27K
|
77
$2.42K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
895New |
$21.7K - $26.4K
|
895
$28.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
BUY
|
- |
15.6KNew |
$377K - $458K
|
15.6K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26.4K+ 269.45% |
$639K - $778K
|
36.2K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-926- 11.69% |
$22.4K - $27.3K
|
6.99K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
19.3KNew |
$467K - $568K
|
19.3K
$605K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-166- 11.12% |
$4.02K - $4.89K
|
1.33K
$41.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
8.05KNew |
$195K - $237K
|
8.05K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
13.2K+ 15.84% |
$320K - $390K
|
96.8K
$3.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
24.9K+ 142.67% |
$603K - $734K
|
42.3K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
15New |
$363 - $442
|
15
$471
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
446New |
$10.8K - $13.1K
|
446
$14K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-234K- 11.04% |
$5.68M - $6.91M
|
1.89M
$59.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
3.5KNew |
$84.7K - $103K
|
3.5K
$110K
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
6+ 0.05% |
$145 - $177
|
11.7K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.26K+ 2.26% |
$176K - $214K
|
329K
$10.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 25.69% |
$2.71K - $3.3K
|
324
$10.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.54K- 18.17% |
$110K - $134K
|
20.4K
$641K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-80- 0.77% |
$1.94K - $2.36K
|
10.4K
$326K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
7.26K+ 2.26% |
$176K - $214K
|
329K
$10.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
19.2KNew |
$464K - $565K
|
19.2K
$602K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
9.93KNew |
$240K - $293K
|
9.93K
$312K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$218 - $265
|
9
$283
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6K+ 8.2% |
$145K - $177K
|
79.2K
$2.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.58K+ 7.33% |
$62.5K - $76.1K
|
37.8K
$1.19M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
17.2K+ 1030.23% |
$416K - $506K
|
18.8K
$592K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
25KNew |
$604K - $735K
|
25K
$784K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
288New |
$6.97K - $8.49K
|
288
$9.04K
|
|
|
Jul 29, 2025
Q2 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
490+ 5.19% |
$11.9K - $14.4K
|
9.93K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
32.3KNew |
$781K - $951K
|
32.3K
$1.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
48.8KNew |
$1.18M - $1.44M
|
48.8K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
35.6K+ 5785.37% |
$861K - $1.05M
|
36.2K
$1.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
8.62K+ 44.13% |
$209K - $254K
|
28.1K
$884K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
35.4K+ 327.99% |
$858K - $1.04M
|
46.2K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.95KNew |
$168K - $205K
|
6.95K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
12.6KNew |
$304K - $370K
|
12.6K
$395K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
8.54KNew |
$207K - $252K
|
8.54K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.48KNew |
$205K - $250K
|
8.48K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
21.1KNew |
$512K - $623K
|
21.1K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
16KNew |
$388K - $472K
|
16K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
230KNew |
$5.58M - $6.79M
|
230K
$7.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
20.2K+ 16032.54% |
$489K - $595K
|
20.3K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
83.3K+ 11.15% |
$2.02M - $2.46M
|
831K
$26.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
95+ 3.17% |
$2.3K - $2.8K
|
3.09K
$97.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
75K+ 110.37% |
$1.82M - $2.21M
|
143K
$4.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
BUY
|
- |
936+ 6.99% |
$22.7K - $27.6K
|
14.3K
$450K
|
|
|
Jul 15, 2025
Q2 2025
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
BUY
|
- |
826+ 7.58% |
$20K - $24.3K
|
11.7K
$368K
|
|