Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DISV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DISV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78.2K+ 16.69% |
$2.05M - $2.25M
|
546K
$16.3M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
13.2KNew |
$345K - $380K
|
13.2K
$392K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
70.1KNew |
$1.84M - $2.02M
|
70.1K
$2.09M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
104K+ 1.66% |
$2.73M - $3M
|
6.39M
$190M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
207KNew |
$5.41M - $5.94M
|
207K
$6.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12.4KNew |
$325K - $357K
|
12.4K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.3K+ 466.89% |
$688K - $757K
|
31.9K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
205K+ 1088.26% |
$5.36M - $5.88M
|
223K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 2.13% |
$350K - $384K
|
613K
$18.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85+ 0.62% |
$2.23K - $2.45K
|
13.8K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
653+ 0.52% |
$17.1K - $18.8K
|
127K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 167.24% |
$384K - $422K
|
23.5K
$698K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 4.73% |
$457K - $502K
|
352K
$10.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.26K+ 2.6% |
$216K - $238K
|
326K
$9.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167K+ 43.75% |
$4.38M - $4.81M
|
549K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
54K+ 57.34% |
$1.41M - $1.55M
|
148K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.63KNew |
$42.8K - $47K
|
1.63K
$48.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
61.7K+ 9.91% |
$1.61M - $1.77M
|
684K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.5K+ 7.43% |
$668K - $734K
|
369K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 2.46% |
$39.3K - $43.2K
|
59.6K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
52.6K+ 20.89% |
$1.38M - $1.51M
|
305K
$9.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.4KNew |
$351K - $385K
|
13.4K
$398K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$299K - $328K
|
11.4K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 72.58% |
$546K - $600K
|
7.88K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
24.1K+ 9.63% |
$632K - $694K
|
275K
$8.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.7K+ 15.96% |
$281K - $309K
|
78K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
585K+ 35.54% |
$15.3M - $16.8M
|
2.23M
$66.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.13K+ 5.26% |
$81.8K - $89.9K
|
62.6K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-40.9K- 4.98% |
$1.07M - $1.18M
|
781K
$23.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.63K+ 11.32% |
$42.7K - $46.9K
|
16K
$477K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
94.9KNew |
$2.49M - $2.73M
|
94.9K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.09K+ 1.06% |
$133K - $146K
|
483K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
147K+ 57.35% |
$3.86M - $4.24M
|
405K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.92K+ 5.73% |
$103K - $113K
|
72.3K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.52K+ 2.06% |
$39.9K - $43.8K
|
75.5K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
96.1KNew |
$2.52M - $2.76M
|
96.1K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11.5KNew |
$302K - $332K
|
11.5K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-996- 7.56% |
$26.1K - $28.7K
|
12.2K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 88.59% |
$26.2K - $28.8K
|
129
$3.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.13% |
$236 - $259
|
6.87K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.4K- 7.26% |
$611K - $672K
|
298K
$8.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-12- 0.21% |
$314 - $345
|
5.84K
$174K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.89K+ 3.67% |
$75.8K - $83.3K
|
81.7K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
274K+ 3.19% |
$7.17M - $7.88M
|
8.87M
$264M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
838New |
$21.9K - $24.1K
|
838
$24.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8.13K+ 2.9% |
$213K - $234K
|
289K
$8.6M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-88- 2.28% |
$2.3K - $2.53K
|
3.77K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.4K+ 14.26% |
$430K - $473K
|
132K
$3.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.36K- 3.9% |
$35.7K - $39.2K
|
33.6K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.61KNew |
$225K - $248K
|
8.61K
$256K
|