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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
11.7K+ 9.22% |
$343K - $384K
|
139K
$4.37M
|
|
|
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
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
11.1K+ 2.58% |
$324K - $363K
|
440K
$13.8M
|
|
|
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 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.2K+ 44.4% |
$269K - $301K
|
29.9K
$939K
|
|
|
Oct 27, 2025
Q3 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
8.85K+ 8.31% |
$258K - $290K
|
115K
$3.62M
|
|
|
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
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.29K+ 2.88% |
$242K - $271K
|
296K
$9.29M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.11K+ 95.76% |
$237K - $265K
|
16.6K
$520K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.02K+ 11.24% |
$234K - $262K
|
79.4K
$2.49M
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.5K+ 56.85% |
$219K - $245K
|
20.7K
$649K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
7.44K+ 18.49% |
$217K - $244K
|
47.7K
$1.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
7.44K+ 9.98% |
$217K - $244K
|
82K
$2.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
7.2K+ 2.84% |
$210K - $236K
|
261K
$8.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.99K+ 24.17% |
$204K - $229K
|
35.9K
$1.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
6.99K+ 16.92% |
$204K - $229K
|
48.3K
$1.52M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.98K+ 5.65% |
$204K - $229K
|
131K
$4.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.85K+ 5.66% |
$200K - $224K
|
128K
$4.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.81KNew |
$199K - $223K
|
6.81K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.75KNew |
$197K - $221K
|
6.75K
$212K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.59KNew |
$193K - $216K
|
6.59K
$207K
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.52K+ 16.21% |
$190K - $213K
|
46.7K
$1.47M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
6.45K+ 2.16% |
$188K - $211K
|
304K
$9.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.43K+ 7.08% |
$188K - $211K
|
97.3K
$3.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
6.39KNew |
$187K - $209K
|
6.39K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.98K+ 16.88% |
$174K - $196K
|
41.4K
$1.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.88K+ 9.75% |
$172K - $192K
|
66.1K
$2.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.72K+ 3.07% |
$167K - $187K
|
192K
$6.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
5.64K+ 5.48% |
$165K - $185K
|
109K
$3.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.46K+ 7.77% |
$159K - $179K
|
75.7K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
5.46K+ 4.65% |
$159K - $179K
|
123K
$3.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.39K+ 30.7% |
$157K - $176K
|
22.9K
$720K
|
|
|
Nov 10, 2025
Q3 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
5.34K+ 2.29% |
$156K - $175K
|
239K
$7.51M
|
|
|
Nov 04, 2025
Q3 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
5.26K+ 64.22% |
$154K - $172K
|
13.5K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.06K+ 12.02% |
$148K - $166K
|
47.1K
$1.48M
|
|