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 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-185- 0.8% |
$5.4K - $6.06K
|
23K
$723K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-178- 2.37% |
$5.2K - $5.83K
|
7.32K
$230K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-99- 1.0% |
$2.89K - $3.24K
|
9.82K
$308K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-89- 1.15% |
$2.6K - $2.91K
|
7.68K
$241K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-43- 0.29% |
$1.26K - $1.41K
|
15K
$471K
|
|
|
Nov 05, 2025
Q3 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-41- 0.29% |
$1.2K - $1.34K
|
14.2K
$447K
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-41- 0.03% |
$1.2K - $1.34K
|
155K
$4.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-36- 0.19% |
$1.05K - $1.18K
|
19.1K
$600K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-29- 2.33% |
$847 - $949
|
1.22K
$38.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-29- -0.0% |
$847 - $949
|
629K
$19.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25- 0.15% |
$730 - $819
|
16.2K
$508K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-2- 0.02% |
$58.4 - $65.5
|
11.8K
$371K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2- 0.01% |
$58.4 - $65.5
|
18.2K
$571K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-234K- 11.04% |
$5.68M - $6.91M
|
1.89M
$59.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-125K- 6.14% |
$3.02M - $3.67M
|
1.9M
$59.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 32.21% |
$163K - $198K
|
14.2K
$444K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.54K- 18.17% |
$110K - $134K
|
20.4K
$641K
|
|
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
SELL
|
- |
-3.99K- 34.01% |
$96.7K - $118K
|
7.75K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 7.5% |
$94.4K - $115K
|
48.1K
$1.51M
|
|
|
Nov 17, 2025
Q2 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.11K- 15.94% |
$51K - $62.1K
|
11.1K
$349K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2.02K- 6.55% |
$48.9K - $59.5K
|
28.8K
$905K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-926- 11.69% |
$22.4K - $27.3K
|
6.99K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-166- 11.12% |
$4.02K - $4.89K
|
1.33K
$41.7K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-112- 25.69% |
$2.71K - $3.3K
|
324
$10.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-80- 0.77% |
$1.94K - $2.36K
|
10.4K
$326K
|
|
| Q1 2025 | |||||||
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-39.3K- 54.16% |
$1.08M - $1.26M
|
33.2K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-10.2K- 78.17% |
$281K - $327K
|
2.85K
$89.4K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-6.83K- 36.21% |
$188K - $219K
|
12K
$378K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-5.74K- 8.29% |
$158K - $184K
|
63.5K
$1.99M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-2.7K- 32.93% |
$74.4K - $86.7K
|
5.5K
$173K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
SELL
|
- |
-965- 2.92% |
$26.6K - $31K
|
32.1K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-863- 45.81% |
$23.8K - $27.7K
|
1.02K
$32.1K
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-584K- 7.12% |
$17.6M - $19.8M
|
7.62M
$239M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-674- 4.0% |
$20.3K - $22.8K
|
16.2K
$508K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-427- 3.86% |
$12.9K - $14.5K
|
10.6K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-398- 1.24% |
$12K - $13.5K
|
31.8K
$999K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-73.5K- 89.25% |
$2.08M - $2.33M
|
8.86K
$278K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-15.5K- 7.32% |
$439K - $493K
|
197K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-11.1K- 25.18% |
$313K - $351K
|
32.9K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-904- 8.35% |
$25.5K - $28.7K
|
9.92K
$311K
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-38- 0.44% |
$1.07K - $1.2K
|
8.69K
$273K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 23.35% |
$71.4K - $77.3K
|
8.43K
$265K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.33K- 36.39% |
$36.9K - $40K
|
2.32K
$72.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-597- 39.88% |
$16.6K - $18K
|
900
$28.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5- 0.49% |
$139 - $151
|
1.01K
$31.8K
|
|
| Q1 2024 | |||||||
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-7.44K- 78.52% |
$204K - $224K
|
2.03K
$63.9K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-77- 35.81% |
$2.11K - $2.32K
|
138
$4.33K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-29K- 7.92% |
$725K - $804K
|
337K
$10.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-333- 20.42% |
$8.32K - $9.22K
|
1.3K
$40.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-160- 0.2% |
$4K - $4.43K
|
79K
$2.48M
|
|