Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFSV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.09MNew |
$61M - $68.4M
|
2.09M
$65.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.63M+ 13.83% |
$47.6M - $53.3M
|
13.4M
$421M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
932K+ 70.24% |
$27.2M - $30.5M
|
2.26M
$71M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
905K+ 433.26% |
$26.4M - $29.6M
|
1.11M
$35M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
781K+ 62.97% |
$22.8M - $25.6M
|
2.02M
$63.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
716KNew |
$20.9M - $23.4M
|
716K
$22.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
716KNew |
$20.9M - $23.4M
|
716K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
589K+ 42.27% |
$17.2M - $19.3M
|
1.98M
$62.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
465K+ 495.8% |
$13.6M - $15.2M
|
559K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
423K+ 13.93% |
$12.3M - $13.8M
|
3.46M
$109M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
334KNew |
$9.74M - $10.9M
|
334K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
292K+ 19.69% |
$8.52M - $9.55M
|
1.77M
$55.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
242K+ 11.08% |
$7.07M - $7.93M
|
2.43M
$76.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
239K+ 7.44% |
$6.98M - $7.82M
|
3.45M
$108M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
205K+ 14.5% |
$5.98M - $6.71M
|
1.62M
$50.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
204K+ 435.85% |
$5.96M - $6.68M
|
251K
$7.88M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
187KNew |
$5.45M - $6.11M
|
187K
$5.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
184KNew |
$5.38M - $6.03M
|
184K
$5.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
183K+ 3.37% |
$5.35M - $5.99M
|
5.61M
$176M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
132KNew |
$3.84M - $4.31M
|
132K
$4.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
124KNew |
$3.63M - $4.07M
|
124K
$3.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
123K+ 493.37% |
$3.6M - $4.04M
|
148K
$4.66M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
120K+ 6.5% |
$3.52M - $3.94M
|
1.97M
$61.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
117KNew |
$3.41M - $3.82M
|
117K
$3.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111K+ 72.34% |
$3.24M - $3.64M
|
265K
$8.31M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
105KNew |
$3.06M - $3.43M
|
105K
$3.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104K+ 11.64% |
$3.04M - $3.41M
|
1M
$31.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
94.2K+ 12.03% |
$2.75M - $3.08M
|
877K
$27.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Nkcfo LLC
|
BUY
|
- |
88.5KNew |
$2.58M - $2.9M
|
88.5K
$2.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.1K+ 9.83% |
$2.51M - $2.82M
|
962K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.8K+ 64.61% |
$2.42M - $2.71M
|
211K
$6.63M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
81.6K+ 3.32% |
$2.38M - $2.67M
|
2.54M
$79.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.9K+ 5.28% |
$2.27M - $2.55M
|
1.55M
$48.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.3K+ 9.04% |
$2.2M - $2.47M
|
908K
$28.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
74.2K+ 28.59% |
$2.17M - $2.43M
|
334K
$10.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
73.2K+ 25.17% |
$2.14M - $2.4M
|
364K
$11.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
64.5K+ 11.06% |
$1.88M - $2.11M
|
648K
$20.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
62KNew |
$1.81M - $2.03M
|
62K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60.6K+ 18.37% |
$1.77M - $1.99M
|
391K
$12.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
59.2K+ 11.11% |
$1.73M - $1.94M
|
592K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
57.8KNew |
$1.69M - $1.89M
|
57.8K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.9K+ 3.91% |
$1.6M - $1.8M
|
1.46M
$45.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
49.7K+ 19.46% |
$1.45M - $1.63M
|
305K
$9.58M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
48.2K+ 0.75% |
$1.41M - $1.58M
|
6.51M
$204M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44.1K+ 9.67% |
$1.29M - $1.44M
|
501K
$15.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
42.8K+ 99.58% |
$1.25M - $1.4M
|
85.7K
$2.69M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.8K+ 5.11% |
$1.25M - $1.4M
|
880K
$27.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
42.4K+ 11.78% |
$1.24M - $1.39M
|
402K
$12.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
42K+ 4.62% |
$1.23M - $1.38M
|
953K
$29.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
41.8K+ 4.33% |
$1.22M - $1.37M
|
1.01M
$31.6M
|
|