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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
39.6K+ 4.81% |
$1.03M - $1.2M
|
863K
$25.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.33% |
$5.22K - $6.04K
|
1.3K
$38K
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-15.8K- 6.03% |
$413K - $478K
|
247K
$7.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.4K+ 25.04% |
$375K - $434K
|
71.7K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.52K+ 14.04% |
$118K - $137K
|
36.7K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
36.8K+ 76.87% |
$959K - $1.11M
|
84.6K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
13.1KNew |
$343K - $397K
|
13.1K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.8K+ 7.83% |
$1.12M - $1.29M
|
589K
$17.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9.5K+ 3.45% |
$248K - $287K
|
285K
$8.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
9.52KNew |
$248K - $288K
|
9.52K
$278K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.1K+ 4.65% |
$54.9K - $63.5K
|
47.3K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.93K+ 1.93% |
$129K - $149K
|
261K
$7.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
21.5K+ 7.11% |
$562K - $650K
|
324K
$9.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
15.1K+ 9.05% |
$393K - $455K
|
182K
$5.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
38.2K+ 16.81% |
$997K - $1.15M
|
265K
$7.75M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
3.84K+ 2.88% |
$100K - $116K
|
137K
$4M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.06K- 4.52% |
$236K - $274K
|
192K
$5.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
226K+ 15.89% |
$5.89M - $6.82M
|
1.65M
$48.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-735- 6.67% |
$19.2K - $22.2K
|
10.3K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.6K+ 8.95% |
$224K - $260K
|
105K
$3.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.47K+ 41.62% |
$117K - $135K
|
15.2K
$444K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
54.5K+ 14.85% |
$1.42M - $1.64M
|
421K
$12.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 54.98% |
$40K - $46.4K
|
1.26K
$36.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 6.39% |
$48.4K - $56K
|
30.9K
$901K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.23K+ 14.52% |
$32K - $37.1K
|
9.69K
$283K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.1K+ 18.05% |
$681K - $788K
|
171K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-245- 1.63% |
$6.39K - $7.4K
|
14.7K
$431K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.07% |
$261 - $302
|
14K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 82.57% |
$572K - $662K
|
48.4K
$1.41M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.27K+ 36.56% |
$85.2K - $98.7K
|
12.2K
$356K
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
57.7K+ 23.75% |
$1.5M - $1.74M
|
300K
$8.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
35.3KNew |
$921K - $1.07M
|
35.3K
$1.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.85K- 14.34% |
$100K - $116K
|
23K
$672K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 6.04% |
$31.3K - $36.2K
|
21K
$615K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 7.14% |
$33.2K - $38.5K
|
16.6K
$484K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
40.3K+ 260.2% |
$1.05M - $1.22M
|
55.7K
$1.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
766+ 5.16% |
$20K - $23.1K
|
15.6K
$456K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-948- 3.8% |
$24.7K - $28.6K
|
24K
$700K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
722+ 2.02% |
$18.8K - $21.8K
|
36.5K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.14KNew |
$186K - $216K
|
7.14K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-531- 1.0% |
$13.9K - $16K
|
52.4K
$1.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
686+ 3.97% |
$17.9K - $20.7K
|
18K
$525K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.99K+ 8.22% |
$51.8K - $60K
|
26.2K
$764K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33K+ 6.39% |
$862K - $998K
|
550K
$16.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
861+ 0.37% |
$22.5K - $26K
|
235K
$6.87M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-44.3K- 84.4% |
$1.16M - $1.34M
|
8.19K
$239K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 0.88% |
$1.25K - $1.45K
|
5.51K
$161K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.23K+ 3.76% |
$189K - $218K
|
199K
$5.82M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-487- 1.38% |
$12.7K - $14.7K
|
34.8K
$1.02M
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
133KNew |
$3.49M - $3.83M
|
133K
$3.89M
|
|