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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.1K- 2.01% |
$614K - $650K
|
980K
$30.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-19.1K- 49.96% |
$583K - $617K
|
19.1K
$600K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-8.45K- 25.42% |
$258K - $273K
|
24.8K
$779K
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-4.92K- 17.58% |
$150K - $159K
|
23.1K
$725K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-4.44K- 7.15% |
$136K - $144K
|
57.6K
$1.81M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-3.59K- 1.73% |
$110K - $116K
|
203K
$6.39M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-2.7K- 4.83% |
$82.5K - $87.4K
|
53.2K
$1.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.51K- 12.31% |
$76.8K - $81.3K
|
17.9K
$562K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.13K- 1.71% |
$64.9K - $68.7K
|
122K
$3.84M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-813- 1.28% |
$24.8K - $26.3K
|
62.8K
$1.97M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-234- 0.71% |
$7.15K - $7.57K
|
32.9K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-116- 0.19% |
$3.54K - $3.75K
|
61.6K
$1.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-15- 0.08% |
$458 - $485
|
18.2K
$570K
|
|
| Q3 2025 | |||||||
|
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
|
|