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 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 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 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
|
|
|
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
|
|
|
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
|
|
|
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
|
|