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 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
2.29K+ 26.87% |
$67K - $75.1K
|
10.8K
$340K
|
|
|
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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.74K+ 7.64% |
$50.7K - $56.8K
|
24.4K
$768K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
1.58K+ 10.63% |
$46K - $51.6K
|
16.4K
$515K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
1.43K+ 6.59% |
$41.8K - $46.9K
|
23.2K
$728K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.15K+ 16.69% |
$33.5K - $37.6K
|
8.02K
$252K
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
1.1K+ 0.73% |
$32K - $35.9K
|
152K
$4.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.09K+ 0.62% |
$31.8K - $35.6K
|
175K
$5.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.08K+ 0.65% |
$31.5K - $35.3K
|
166K
$5.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.05K+ 13.95% |
$30.7K - $34.5K
|
8.6K
$270K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.05K+ 2.39% |
$30.7K - $34.4K
|
44.9K
$1.41M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
1.02K+ 1.3% |
$29.9K - $33.5K
|
79.9K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
1.01K+ 0.87% |
$29.5K - $33.1K
|
118K
$3.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1K+ 2.86% |
$29.2K - $32.7K
|
35.9K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
995+ 3.19% |
$29.1K - $32.6K
|
32.2K
$1.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
921+ 1.35% |
$26.9K - $30.2K
|
69.2K
$2.17M
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
827+ 104.68% |
$24.1K - $27.1K
|
1.62K
$50.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
733+ 5.12% |
$21.4K - $24K
|
15K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
714+ 1.14% |
$20.8K - $23.4K
|
63.4K
$1.99M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
709+ 1.8% |
$20.7K - $23.2K
|
40.1K
$1.26M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
692+ 0.94% |
$20.2K - $22.7K
|
74K
$2.32M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
665+ 4.3% |
$19.4K - $21.8K
|
16.1K
$506K
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
623+ 7.9% |
$18.2K - $20.4K
|
8.51K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
532+ 1.25% |
$15.5K - $17.4K
|
43K
$1.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
531+ 3.2% |
$15.5K - $17.4K
|
17.1K
$537K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
519+ 8.34% |
$15.2K - $17K
|
6.74K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
472+ 1.98% |
$13.8K - $15.5K
|
24.3K
$761K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
415New |
$12.1K - $13.6K
|
415
$13K
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
297+ 1.08% |
$8.67K - $9.72K
|
27.7K
$870K
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
296+ 0.22% |
$8.64K - $9.69K
|
135K
$4.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
284+ 1.16% |
$8.29K - $9.3K
|
24.7K
$777K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
208+ 0.45% |
$6.07K - $6.81K
|
46.9K
$1.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 1.75% |
$5.84K - $6.55K
|
11.6K
$365K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
193+ 0.33% |
$5.64K - $6.32K
|
58.3K
$1.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
125+ 0.17% |
$3.65K - $4.09K
|
72.3K
$2.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
90+ 0.1% |
$2.63K - $2.95K
|
90.4K
$2.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
80+ 1.1% |
$2.34K - $2.62K
|
7.36K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
78+ 0.79% |
$2.28K - $2.55K
|
9.95K
$312K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
72+ 0.42% |
$2.1K - $2.36K
|
17.1K
$538K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
59+ 0.44% |
$1.72K - $1.93K
|
13.3K
$419K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
55+ 0.44% |
$1.61K - $1.8K
|
12.5K
$393K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53+ 0.34% |
$1.55K - $1.74K
|
15.9K
$498K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
50+ 2.88% |
$1.46K - $1.64K
|
1.78K
$56K
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
42+ 0.44% |
$1.23K - $1.38K
|
9.54K
$300K
|
|