Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) 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 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
495K+ 133.07% |
$17.4M - $18M
|
867K
$31.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
450K+ 1222.64% |
$15.8M - $16.3M
|
487K
$17.5M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
170K+ 1186.02% |
$5.94M - $6.15M
|
184K
$6.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.1K+ 32.2% |
$2.88M - $2.98M
|
337K
$12.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
45.4K+ 4.14% |
$1.59M - $1.65M
|
1.14M
$41.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.3K+ 22.79% |
$1.55M - $1.61M
|
239K
$8.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
29.3K+ 54.67% |
$1.03M - $1.06M
|
82.9K
$2.98M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.1K+ 21.91% |
$879K - $910K
|
139K
$5.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
22.8KNew |
$799K - $828K
|
22.8K
$819K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 15.33% |
$683K - $707K
|
147K
$5.27M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
15.7K+ 20.41% |
$550K - $570K
|
92.6K
$3.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.5K+ 9.9% |
$402K - $417K
|
127K
$4.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
11.1K+ 10.79% |
$390K - $404K
|
114K
$4.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
10.6K+ 16.17% |
$372K - $385K
|
76.3K
$2.74M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.19K+ 0.14% |
$287K - $297K
|
5.87M
$211M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
8.1K+ 4.73% |
$284K - $294K
|
179K
$6.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.03K+ 8.41% |
$282K - $292K
|
104K
$3.72M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.02K+ 1.88% |
$141K - $146K
|
217K
$7.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 12.36% |
$121K - $125K
|
31.3K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.08K+ 3.27% |
$108K - $112K
|
97.3K
$3.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.6K+ 0.93% |
$91.1K - $94.3K
|
282K
$10.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 13.83% |
$89.9K - $93.1K
|
21.1K
$758K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.56K+ 0.87% |
$89.7K - $92.9K
|
295K
$10.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.52K+ 0.62% |
$88.4K - $91.5K
|
411K
$14.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.18K+ 3.73% |
$76.5K - $79.2K
|
60.7K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.94K+ 0.86% |
$68.2K - $70.6K
|
228K
$8.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 14.16% |
$51.3K - $53.1K
|
11.8K
$424K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.32K+ 1.0% |
$46.3K - $48K
|
134K
$4.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 0.82% |
$37K - $38.3K
|
130K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
989+ 8.48% |
$34.7K - $35.9K
|
12.7K
$455K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
929+ 1.17% |
$32.6K - $33.7K
|
80.5K
$2.89M
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
890+ 2.79% |
$31.2K - $32.3K
|
32.8K
$1.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
827+ 3.15% |
$29K - $30K
|
27.1K
$972K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
824+ 1.4% |
$28.9K - $29.9K
|
59.6K
$2.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
724+ 0.29% |
$25.4K - $26.3K
|
252K
$9.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
276+ 0.39% |
$9.68K - $10K
|
70.3K
$2.53M
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
246+ 246.0% |
$8.62K - $8.93K
|
346
$12.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
206New |
$7.22K - $7.48K
|
206
$7.4K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
121+ 0.08% |
$4.24K - $4.39K
|
151K
$5.41M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
64+ 0.39% |
$2.24K - $2.32K
|
16.3K
$587K
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51+ 0.23% |
$1.79K - $1.85K
|
22.1K
$793K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 0.64% |
$1.26K - $1.31K
|
5.64K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 0.56% |
$947 - $980
|
4.86K
$175K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26+ 0.13% |
$912 - $944
|
20.6K
$738K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.08% |
$666 - $690
|
22.6K
$813K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.22% |
$947 - $980
|
12.1K
$435K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-114- 0.26% |
$4K - $4.14K
|
43.2K
$1.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-273- 1.05% |
$9.57K - $9.91K
|
25.8K
$925K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-527- 1.72% |
$18.5K - $19.1K
|
30.2K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-674- 6.19% |
$23.6K - $24.5K
|
10.2K
$367K
|
|