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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-573- 5.43% |
$12.9K - $15.2K
|
9.99K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
10.3KNew |
$231K - $272K
|
10.3K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.68KNew |
$105K - $124K
|
4.68K
$149K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
22.5K+ 119.85% |
$505K - $595K
|
41.2K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
375New |
$8.43K - $9.92K
|
375
$11.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
85.2K+ 96.55% |
$1.91M - $2.25M
|
173K
$5.52M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
29+ 29.0% |
$652 - $767
|
129
$4.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
455+ 68.94% |
$9.91K - $11.9K
|
1.12K
$35.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
88.7KNew |
$1.93M - $2.32M
|
88.7K
$2.82M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
44.9K+ 52.64% |
$977K - $1.17M
|
130K
$4.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
244K+ 46.27% |
$5.31M - $6.39M
|
771K
$24.5M
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.32KNew |
$51.5K - $60.7K
|
2.32K
$73.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
100KNew |
$2.47M - $2.66M
|
100K
$3.18M
|
|