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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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
|
|
|
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 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
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
40.5KNew |
$1.18M - $1.33M
|
40.5K
$1.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
40.1K+ 4.92% |
$1.17M - $1.31M
|
855K
$26.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
38.5K+ 19.96% |
$1.12M - $1.26M
|
231K
$7.26M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
37.7KNew |
$1.1M - $1.23M
|
37.7K
$1.18M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
37.3K+ 8.98% |
$1.09M - $1.22M
|
452K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
37.2K+ 7.15% |
$1.08M - $1.22M
|
557K
$17.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
33K+ 54.89% |
$964K - $1.08M
|
93.1K
$2.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32.2K+ 7.12% |
$942K - $1.06M
|
485K
$15.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
32.1K+ 13.38% |
$938K - $1.05M
|
272K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.8KNew |
$929K - $1.04M
|
31.8K
$999K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31K+ 224.7% |
$906K - $1.02M
|
44.8K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
30K+ 9.26% |
$876K - $982K
|
354K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
29.2K+ 18.27% |
$854K - $957K
|
189K
$5.94M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.1K+ 5.68% |
$850K - $953K
|
542K
$17M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
27.2K+ 9.73% |
$795K - $892K
|
307K
$9.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.8K+ 132.23% |
$783K - $877K
|
47.1K
$1.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
26.8K+ 6.71% |
$783K - $877K
|
426K
$13.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
26.2K+ 2.92% |
$766K - $859K
|
923K
$29M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
26.2K+ 0.97% |
$764K - $857K
|
2.73M
$85.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
24.3K+ 1.82% |
$708K - $794K
|
1.36M
$42.7M
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
24K+ 51.73% |
$701K - $787K
|
70.5K
$2.21M
|
|