Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History

Capital Performance Advisors LLP

$911 Million
Q4 2025

A detailed history of Capital Performance Advisors LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Capital Performance Advisors LLP holds 487,049 shares of DISV stock, worth $17.5 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

487,049

Previous 36,824 1222.64%

Holding current value

$17.5 Million

Previous $1.31 Million 1231.35%

% of portfolio

1.92%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	BUY	$35.06 - $36.3 $15.8 Million - $16.3 Million	450,225 Added 1222.64%	487,049 $17.5 Million
Q3 2025 Oct 22, 2025	BUY	$32.78 - $35.79 $153,738 - $167,855	4,690 Added 14.6%	36,824 $1.31 Million
Q2 2025 Aug 04, 2025	BUY	$25.93 - $32.91 $21,444 - $27,216	827 Added 2.64%	32,134 $1.06 Million
Q1 2025 May 09, 2025	BUY	$26.09 - $30.21 $124,397 - $144,041	4,768 Added 17.97%	31,307 $911,000
Q4 2024 Jan 31, 2025	BUY	$26.18 - $28.77 $38,772 - $42,608	1,481 Added 5.91%	26,539 $705,000

Q3 2024 Nov 01, 2024	BUY	$26.06 - $29.18 $361,999 - $405,339	13,891 Added 124.39%	25,058 $728,000
Q2 2024 Aug 01, 2024	BUY	$26.23 - $28.56 $38,715 - $42,154	1,476 Added 15.23%	11,167 $300,000
Q1 2024 Apr 26, 2024	BUY	$24.73 - $27.24 $239,658 - $263,982	9,691 New	9,691 $263,000

Others Institutions Holding DISV

# of Institutions

390

Shares Held

82.8M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
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Capital Performance Advisors LLP Dimensional ETF Tr Dimensional Transaction History