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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
34.5K+ 72.49% |
$1.05M - $1.11M
|
82K
$2.57M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.6K+ 6.64% |
$600K - $635K
|
316K
$9.91M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 3.12% |
$532K - $563K
|
576K
$18.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
10.4K+ 25.53% |
$317K - $336K
|
51.1K
$1.6M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.58K+ 4.95% |
$201K - $213K
|
140K
$4.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.41K+ 19.9% |
$196K - $207K
|
38.7K
$1.21M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.93K+ 1.35% |
$181K - $192K
|
446K
$14M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.7K+ 1.11% |
$113K - $120K
|
336K
$10.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.1K+ 10.06% |
$94.6K - $100K
|
33.9K
$1.06M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1.41K+ 4.08% |
$42.9K - $45.5K
|
35.9K
$1.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.36K+ 6.33% |
$41.5K - $44K
|
22.8K
$717K
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
95+ 0.08% |
$2.9K - $3.07K
|
117K
$3.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 0.3% |
$1.77K - $1.88K
|
19.6K
$617K
|
|
| Q3 2025 | |||||||
|
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
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
716KNew |
$20.9M - $23.4M
|
716K
$22.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
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 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 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
|
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
|
|
|
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
|
|