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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 12.36% |
$121K - $125K
|
31.3K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
450K+ 1222.64% |
$15.8M - $16.3M
|
487K
$17.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
64+ 0.39% |
$2.24K - $2.32K
|
16.3K
$587K
|
|
|
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 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
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.32K+ 1.0% |
$46.3K - $48K
|
134K
$4.8M
|
|
|
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
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.3K+ 22.79% |
$1.55M - $1.61M
|
239K
$8.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.1K+ 21.91% |
$879K - $910K
|
139K
$5.01M
|
|
|
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
|
25 LLC
St. Louis, MO |
BUY
|
- |
170K+ 1186.02% |
$5.94M - $6.15M
|
184K
$6.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-674- 6.19% |
$23.6K - $24.5K
|
10.2K
$367K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 2.42% |
$43.4K - $44.9K
|
50K
$1.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
206New |
$7.22K - $7.48K
|
206
$7.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
SELL
|
- |
-2.41K- 1.42% |
$84.4K - $87.4K
|
167K
$6.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
8.1K+ 4.73% |
$284K - $294K
|
179K
$6.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-69.4K- 9.51% |
$2.43M - $2.52M
|
660K
$23.7M
|
|
|
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
|
Claris Advisors, LLC
|
SELL
|
- |
-18.9K- 8.14% |
$663K - $686K
|
213K
$7.67M
|
|
|
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
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-3.82K- 4.44% |
$134K - $139K
|
82.1K
$2.95M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-273- 1.05% |
$9.57K - $9.91K
|
25.8K
$925K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26+ 0.13% |
$912 - $944
|
20.6K
$738K
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-3.74K- 3.16% |
$131K - $136K
|
115K
$4.12M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.64K- 13.69% |
$233K - $241K
|
41.9K
$1.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.42K- 10.77% |
$49.8K - $51.6K
|
11.8K
$423K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.08K+ 3.27% |
$108K - $112K
|
97.3K
$3.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-114- 0.26% |
$4K - $4.14K
|
43.2K
$1.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.91K- 1.19% |
$67K - $69.3K
|
158K
$5.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
22.8KNew |
$799K - $828K
|
22.8K
$819K
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.5K+ 9.9% |
$402K - $417K
|
127K
$4.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.6K+ 0.93% |
$91.1K - $94.3K
|
282K
$10.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-25.8K- 7.24% |
$905K - $937K
|
331K
$11.9M
|
|
|
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 13, 2026
Q4 2025
|
Shearwater Capital LLC
|
BUY
|
- |
827+ 3.15% |
$29K - $30K
|
27.1K
$972K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.19K+ 0.14% |
$287K - $297K
|
5.87M
$211M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.22% |
$947 - $980
|
12.1K
$435K
|
|
|
Jan 13, 2026
Q4 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
121+ 0.08% |
$4.24K - $4.39K
|
151K
$5.41M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
45.4K+ 4.14% |
$1.59M - $1.65M
|
1.14M
$41.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.8K- 2.06% |
$344K - $356K
|
465K
$16.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.94K+ 0.86% |
$68.2K - $70.6K
|
228K
$8.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 15.33% |
$683K - $707K
|
147K
$5.27M
|
|
|
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
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
890+ 2.79% |
$31.2K - $32.3K
|
32.8K
$1.18M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51+ 0.23% |
$1.79K - $1.85K
|
22.1K
$793K
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
10.6K+ 16.17% |
$372K - $385K
|
76.3K
$2.74M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
824+ 1.4% |
$28.9K - $29.9K
|
59.6K
$2.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.52K+ 0.62% |
$88.4K - $91.5K
|
411K
$14.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.03K+ 8.41% |
$282K - $292K
|
104K
$3.72M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.08% |
$666 - $690
|
22.6K
$813K
|
|