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 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-205K- 50.84% |
$5.78M - $6.48M
|
198K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-172K- 6.84% |
$4.85M - $5.44M
|
2.34M
$72.3M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.5K- 89.25% |
$2.08M - $2.33M
|
8.86K
$274K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-43.3K- 72.0% |
$1.22M - $1.37M
|
16.8K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33.7K- 6.69% |
$952K - $1.07M
|
470K
$14.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28K- 5.46% |
$791K - $888K
|
485K
$15M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-24.7K- 9.35% |
$698K - $783K
|
239K
$7.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.3K- 3.2% |
$459K - $516K
|
492K
$15.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16.1K- 70.7% |
$454K - $509K
|
6.66K
$206K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-16K- 20.17% |
$453K - $508K
|
63.4K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-15.5K- 7.32% |
$439K - $493K
|
197K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-14.9K- 2.22% |
$422K - $474K
|
658K
$20.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-12.4K- 16.95% |
$351K - $394K
|
60.9K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 25.18% |
$313K - $351K
|
32.9K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-10.6K- 11.79% |
$298K - $335K
|
79K
$2.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.31K- 77.68% |
$263K - $295K
|
2.68K
$82.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-8.45K- 1.32% |
$239K - $268K
|
632K
$19.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-7.64K- 25.24% |
$216K - $242K
|
22.6K
$700K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.24K- 2.35% |
$205K - $230K
|
301K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-6.86K- 5.69% |
$194K - $217K
|
114K
$3.51M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.07K- 15.91% |
$115K - $129K
|
21.5K
$665K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-3.6K- 4.59% |
$102K - $114K
|
74.8K
$2.31M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.27K- 1.84% |
$92.2K - $104K
|
174K
$5.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.85K- 0.23% |
$80.5K - $90.3K
|
1.24M
$38.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.82K- 4.62% |
$79.7K - $89.5K
|
58.2K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-2.22K- 4.13% |
$62.7K - $70.3K
|
51.5K
$1.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.17K- 3.25% |
$61.2K - $68.7K
|
64.5K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.8K- 9.66% |
$50.9K - $57.2K
|
16.9K
$521K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.63K- 10.72% |
$46.1K - $51.7K
|
13.6K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.59K- 5.05% |
$45K - $50.5K
|
30K
$926K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.56K- 0.51% |
$44.1K - $49.5K
|
307K
$9.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-1.55K- 15.33% |
$43.9K - $49.3K
|
8.59K
$265K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.37K- 9.6% |
$38.6K - $43.3K
|
12.9K
$398K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.34K- 1.49% |
$37.9K - $42.5K
|
88.8K
$2.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.34K- 4.18% |
$37.9K - $42.5K
|
30.7K
$950K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-1.31K- 1.39% |
$37K - $41.5K
|
92.6K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.19K- 8.19% |
$33.7K - $37.8K
|
13.4K
$413K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-1.19K- 0.48% |
$33.7K - $37.8K
|
249K
$7.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-1.14K- 0.8% |
$32.1K - $36.1K
|
142K
$4.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.11K- 0.35% |
$31.4K - $35.3K
|
315K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.09K- 0.92% |
$30.9K - $34.6K
|
118K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.06K- 6.74% |
$29.9K - $33.6K
|
14.6K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-904- 8.35% |
$25.5K - $28.7K
|
9.92K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-898- 2.14% |
$25.4K - $28.5K
|
41.1K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-809- 5.9% |
$22.9K - $25.6K
|
12.9K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-801- 0.71% |
$22.6K - $25.4K
|
112K
$3.47M
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-516- 0.7% |
$14.6K - $16.4K
|
72.9K
$2.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-462- 0.77% |
$13.1K - $14.6K
|
59.6K
$1.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-364- 2.26% |
$10.3K - $11.5K
|
15.8K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-242- 2.28% |
$6.84K - $7.67K
|
10.4K
$321K
|