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 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
5.06K+ 1.27% |
$148K - $166K
|
402K
$12.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Retirement Solution Inc.
|
BUY
|
- |
5.03K+ 0.8% |
$147K - $165K
|
636K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.6KNew |
$134K - $151K
|
4.6K
$144K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.42K+ 1.42% |
$129K - $145K
|
315K
$9.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.25K+ 10.69% |
$124K - $139K
|
43.9K
$1.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
4.17K+ 6.14% |
$122K - $136K
|
72.1K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.1K+ 16.15% |
$120K - $134K
|
29.5K
$926K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.08K+ 9.72% |
$119K - $133K
|
46K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3.83K+ 10.31% |
$112K - $125K
|
41K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
3.83K+ 26.3% |
$112K - $125K
|
18.4K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.57K+ 0.99% |
$104K - $117K
|
365K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.56K+ 10.43% |
$104K - $117K
|
37.7K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
3.47K+ 5.08% |
$101K - $114K
|
71.8K
$2.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 3.95% |
$97.4K - $109K
|
87.8K
$2.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.26K+ 2.46% |
$95.1K - $107K
|
135K
$4.25M
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.19K+ 15.47% |
$93.1K - $104K
|
23.8K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.15K+ 2.38% |
$92.1K - $103K
|
136K
$4.26M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.97K+ 0.97% |
$86.8K - $97.3K
|
309K
$9.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.97K+ 6.62% |
$86.7K - $97.2K
|
47.8K
$1.5M
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2.95K+ 4.12% |
$86.1K - $96.5K
|
74.5K
$2.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.9K+ 4.57% |
$84.6K - $94.9K
|
66.4K
$2.08M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.86K+ 2.92% |
$83.6K - $93.7K
|
101K
$3.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.58K+ 12.35% |
$75.2K - $84.4K
|
23.5K
$736K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.54K+ 0.97% |
$74.1K - $83.1K
|
264K
$8.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
2.48K+ 10.94% |
$72.3K - $81K
|
25.1K
$788K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
2.46K+ 0.89% |
$71.9K - $80.6K
|
280K
$8.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
2.42K+ 1.42% |
$70.5K - $79.1K
|
173K
$5.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.4K+ 69.92% |
$70.2K - $78.7K
|
5.84K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.37K+ 1.39% |
$69.1K - $77.5K
|
173K
$5.44M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.29K+ 26.87% |
$67K - $75.1K
|
10.8K
$340K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
2.17K+ 10.86% |
$63.5K - $71.1K
|
22.2K
$697K
|
|
|
Nov 14, 2025
Q3 2025
|
Argyle Capital Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.1K+ 23.34% |
$61.3K - $68.7K
|
11.1K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
2.05KNew |
$59.8K - $67.1K
|
2.05K
$64.3K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
2.01K+ 0.98% |
$58.8K - $65.9K
|
207K
$6.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.96K+ 0.45% |
$57.3K - $64.3K
|
440K
$13.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.76KNew |
$51.4K - $57.6K
|
1.76K
$55.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.76K+ 0.96% |
$51.3K - $57.5K
|
184K
$5.78M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.74K+ 4.33% |
$50.7K - $56.9K
|
41.9K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.74K+ 7.64% |
$50.7K - $56.8K
|
24.4K
$768K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
1.73K+ 5.68% |
$50.6K - $56.7K
|
32.2K
$1.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.7K+ 3.71% |
$49.6K - $55.7K
|
47.5K
$1.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.58K+ 10.63% |
$46K - $51.6K
|
16.4K
$515K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.52K+ 6.39% |
$44.4K - $49.8K
|
25.3K
$795K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.5K+ 1.17% |
$43.9K - $49.2K
|
130K
$4.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 12.05% |
$43.8K - $49.1K
|
13.9K
$438K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 6.59% |
$41.8K - $46.9K
|
23.2K
$728K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.38K+ 4.67% |
$40.2K - $45K
|
30.8K
$967K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1.26K+ 10.78% |
$36.8K - $41.3K
|
13K
$407K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.18K+ 4.41% |
$34.4K - $38.6K
|
27.9K
$877K
|
|
|
Nov 10, 2025
Q3 2025
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1.17K+ 3.41% |
$34.1K - $38.3K
|
35.4K
$1.11M
|
|