Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DFSV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSV) during Q4 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
105K+ 1.62% |
$3.21M - $3.4M
|
6.62M
$208M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
96.6K+ 92.14% |
$2.95M - $3.13M
|
202K
$6.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
74.5K+ 7.82% |
$2.28M - $2.41M
|
1.03M
$32.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
66.4K+ 19.89% |
$2.03M - $2.15M
|
400K
$12.6M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
65.6KNew |
$2M - $2.12M
|
65.6K
$2.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
59.5K+ 40.08% |
$1.82M - $1.92M
|
208K
$6.52M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
34.5K+ 72.49% |
$1.05M - $1.11M
|
82K
$2.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
25.4K+ 7.24% |
$776K - $822K
|
376K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
22.4K+ 4.47% |
$685K - $725K
|
525K
$16.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
20.5K+ 16.98% |
$625K - $662K
|
141K
$4.43M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.6K+ 6.64% |
$600K - $635K
|
316K
$9.91M
|
|
|
Jan 14, 2026
Q4 2025
|
Lantz Financial LLC
|
BUY
|
- |
17.5K+ 12.56% |
$534K - $565K
|
156K
$4.91M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
17.4KNew |
$533K - $564K
|
17.4K
$548K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
17.4K+ 3.12% |
$532K - $563K
|
576K
$18.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8K+ 3.8% |
$512K - $543K
|
458K
$14.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
16.2K+ 6.78% |
$496K - $525K
|
255K
$8.02M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
11.9K+ 10.39% |
$363K - $385K
|
126K
$3.97M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
10.4K+ 25.53% |
$317K - $336K
|
51.1K
$1.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.76K+ 6.74% |
$268K - $283K
|
139K
$4.35M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.75K+ 16.92% |
$267K - $283K
|
60.5K
$1.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
8.39K+ 28.06% |
$256K - $272K
|
38.3K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.98KNew |
$244K - $258K
|
7.98K
$251K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.58K+ 4.95% |
$201K - $213K
|
140K
$4.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.41K+ 19.9% |
$196K - $207K
|
38.7K
$1.21M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.25K+ 6.93% |
$191K - $202K
|
96.4K
$3.03M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
5.93K+ 1.35% |
$181K - $192K
|
446K
$14M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.13K+ 4.7% |
$126K - $134K
|
91.9K
$2.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.72K+ 3.22% |
$114K - $120K
|
119K
$3.74M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.7K+ 1.11% |
$113K - $120K
|
336K
$10.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.24K+ 23.23% |
$98.9K - $105K
|
17.2K
$539K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.1K+ 10.06% |
$94.6K - $100K
|
33.9K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.06K+ 6.94% |
$93.4K - $98.9K
|
47.1K
$1.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.71K+ 18.7% |
$52.1K - $55.2K
|
10.8K
$340K
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
1.41K+ 4.08% |
$42.9K - $45.5K
|
35.9K
$1.13M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
1.36K+ 6.33% |
$41.5K - $44K
|
22.8K
$717K
|
|
|
Jan 15, 2026
Q4 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
1.28K+ 13.91% |
$39.1K - $41.4K
|
10.5K
$329K
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
842+ 9.95% |
$25.7K - $27.2K
|
9.3K
$292K
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
BUY
|
- |
810+ 5.06% |
$24.7K - $26.2K
|
16.8K
$528K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
366+ 2.34% |
$11.2K - $11.8K
|
16K
$503K
|
|
|
Jan 16, 2026
Q4 2025
|
Dorato Capital Management
Denver, CO |
BUY
|
- |
342New |
$10.4K - $11.1K
|
342
$10.7K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
259+ 0.33% |
$7.91K - $8.38K
|
79.6K
$2.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
184+ 1.24% |
$5.62K - $5.95K
|
15.1K
$474K
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
98+ 0.12% |
$2.99K - $3.17K
|
85.2K
$2.68M
|
|
|
Jan 08, 2026
Q4 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
95+ 0.08% |
$2.9K - $3.07K
|
117K
$3.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
58+ 0.3% |
$1.77K - $1.88K
|
19.6K
$617K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1+ 0.05% |
$30.6 - $32.4
|
1.95K
$61.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-15- 0.08% |
$458 - $485
|
18.2K
$570K
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-22- 0.07% |
$672 - $712
|
31.6K
$991K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-76- 0.18% |
$2.32K - $2.46K
|
41.3K
$1.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-109- 1.49% |
$3.33K - $3.53K
|
7.21K
$226K
|
|