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 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
|
|
|
Dec 16, 2025
Q3 2025
|
Lindenwold Advisors
|
BUY
|
- |
24K+ 51.73% |
$701K - $787K
|
70.5K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
23.3K+ 4.91% |
$679K - $762K
|
497K
$15.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
23.2K+ 6.09% |
$677K - $759K
|
404K
$12.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
22.8KNew |
$665K - $746K
|
22.8K
$715K
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
22.3KNew |
$652K - $731K
|
22.3K
$701K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
21.9K+ 14.16% |
$641K - $719K
|
177K
$5.56M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
21.4K+ 117.9% |
$624K - $699K
|
39.5K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
20.4K+ 3.32% |
$597K - $669K
|
637K
$20M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Advisors, Llc/Va
Richmond, VA |
BUY
|
- |
18.7K+ 29.63% |
$547K - $614K
|
82K
$2.57M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
18.5K+ 91.86% |
$539K - $605K
|
38.6K
$1.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
18.1K+ 18.23% |
$529K - $593K
|
117K
$3.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
16.9K+ 5.87% |
$493K - $552K
|
304K
$9.55M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.8K+ 5.35% |
$490K - $550K
|
331K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
16.7K+ 2.29% |
$487K - $546K
|
747K
$23.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
16.5KNew |
$482K - $540K
|
16.5K
$518K
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
16.4KNew |
$478K - $536K
|
16.4K
$514K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$472K - $529K
|
16.2K
$507K
|
|
|
Nov 14, 2025
Q3 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16K+ 5.93% |
$469K - $525K
|
287K
$9.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15.5K+ 16.71% |
$453K - $508K
|
108K
$3.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
14.5K+ 2.59% |
$424K - $476K
|
575K
$18.1M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.5K+ 15.83% |
$423K - $475K
|
106K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
14.5KNew |
$423K - $474K
|
14.5K
$455K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
13.7K+ 69.81% |
$400K - $449K
|
33.3K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
12.8K+ 4.48% |
$375K - $420K
|
299K
$9.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
12.4K+ 8.68% |
$361K - $405K
|
155K
$4.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.1K+ 1.46% |
$354K - $397K
|
845K
$26.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1K+ 3.66% |
$354K - $397K
|
343K
$10.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 3.97% |
$352K - $395K
|
316K
$9.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
11.9K+ 2.38% |
$346K - $388K
|
510K
$16M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.7K+ 13.76% |
$342K - $383K
|
96.8K
$3.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
11.5K+ 22.32% |
$337K - $378K
|
63.2K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
11.2K+ 14.47% |
$327K - $366K
|
88.5K
$2.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
11.2K+ 12.42% |
$326K - $366K
|
101K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
11K+ 8.04% |
$320K - $359K
|
147K
$4.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
10.4K+ 6.56% |
$304K - $341K
|
169K
$5.31M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
9.8K+ 3.7% |
$286K - $321K
|
275K
$8.63M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9.51K+ 3.71% |
$278K - $311K
|
266K
$8.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
9.22K+ 8.25% |
$269K - $302K
|
121K
$3.8M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
8.62KNew |
$252K - $282K
|
8.62K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
8.56K+ 1.01% |
$250K - $280K
|
852K
$26.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.48KNew |
$248K - $278K
|
8.48K
$266K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.11K+ 95.76% |
$237K - $265K
|
16.6K
$520K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
7.94K+ 4.61% |
$232K - $260K
|
180K
$5.66M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
7.75K+ 2.05% |
$226K - $254K
|
387K
$12.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.71K+ 41.98% |
$225K - $252K
|
26.1K
$819K
|
|