Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFSV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFSV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.29M- 48.4% |
$37.8M - $42.3M
|
1.38M
$43.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-657K- 11.32% |
$19.2M - $21.5M
|
5.14M
$161M
|
|
|
Nov 06, 2025
Q3 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-449K- 90.5% |
$13.1M - $14.7M
|
47.1K
$1.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-267K- 32.34% |
$7.81M - $8.76M
|
560K
$17.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-233K- 29.98% |
$6.81M - $7.64M
|
545K
$17.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-135K- 8.13% |
$3.94M - $4.42M
|
1.52M
$47.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-106K- 13.84% |
$3.1M - $3.48M
|
662K
$20.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-96.9K- 11.75% |
$2.83M - $3.17M
|
728K
$22.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-61.1K- 39.6% |
$1.78M - $2M
|
93.2K
$2.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-54.3K- 7.29% |
$1.59M - $1.78M
|
690K
$21.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-50.9K- 88.55% |
$1.49M - $1.67M
|
6.58K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34K- 36.7% |
$994K - $1.11M
|
58.7K
$1.84M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25.5K- 15.26% |
$745K - $836K
|
142K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24.5K- 7.2% |
$716K - $803K
|
316K
$9.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-24K- 1.74% |
$701K - $785K
|
1.35M
$42.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-21.9K- 47.59% |
$640K - $717K
|
24.1K
$758K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-18.6K- 49.16% |
$543K - $609K
|
19.2K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-15.9K- 14.86% |
$464K - $521K
|
91.1K
$2.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-15.7K- 14.76% |
$458K - $514K
|
90.6K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.9K- 99.71% |
$436K - $488K
|
44
$1.38K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-14.4K- 3.18% |
$420K - $471K
|
438K
$13.8M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-12.8K- 14.63% |
$374K - $420K
|
74.9K
$2.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 23.17% |
$363K - $407K
|
41.2K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-11.7K- 43.27% |
$342K - $383K
|
15.3K
$482K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-11.2K- 2.78% |
$328K - $368K
|
393K
$12.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-10.9K- 11.26% |
$317K - $355K
|
85.6K
$2.69M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-10.3K- 2.02% |
$302K - $339K
|
502K
$15.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-9.72K- 8.62% |
$284K - $318K
|
103K
$3.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.24K- 1.92% |
$241K - $270K
|
420K
$13.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-8.11K- 39.92% |
$237K - $265K
|
12.2K
$383K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.01K- 7.41% |
$234K - $262K
|
100K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.96K- 25.5% |
$233K - $261K
|
23.3K
$731K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.9K- 15.11% |
$231K - $259K
|
44.4K
$1.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-7.32K- 6.1% |
$214K - $240K
|
113K
$3.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.97K- 32.45% |
$203K - $228K
|
14.5K
$455K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.59K- 9.98% |
$192K - $216K
|
59.4K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.76K- 23.19% |
$168K - $189K
|
19.1K
$599K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-5.12K- 13.61% |
$149K - $168K
|
32.5K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4.8K- 10.96% |
$140K - $157K
|
39K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-4.36K- 0.53% |
$127K - $143K
|
822K
$25.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-4.16K- 3.89% |
$121K - $136K
|
103K
$3.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.12K- 82.76% |
$120K - $135K
|
857
$26.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4.11K- 17.41% |
$120K - $135K
|
19.5K
$612K
|
|
|
Oct 31, 2025
Q3 2025
|
Redw Wealth LLC
|
SELL
|
- |
-3.9K- 13.58% |
$114K - $128K
|
24.8K
$779K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.88K- 3.7% |
$113K - $127K
|
101K
$3.17M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.74K- 2.73% |
$109K - $122K
|
133K
$4.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-3.72K- 17.53% |
$108K - $122K
|
17.5K
$549K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-3.41K- 5.75% |
$99.6K - $112K
|
55.9K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-3.18K- 2.38% |
$92.7K - $104K
|
130K
$4.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3.04K- 1.29% |
$88.7K - $99.4K
|
232K
$7.28M
|
|