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 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 7.04% |
$26.6K - $29.2K
|
13.4K
$402K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.1KNew |
$736K - $809K
|
28.1K
$842K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 33.78% |
$380K - $418K
|
57.5K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
10.4K+ 4.31% |
$272K - $299K
|
251K
$7.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-39.8K- 10.97% |
$1.04M - $1.15M
|
323K
$9.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.46KNew |
$221K - $243K
|
8.46K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.7K+ 9.58% |
$411K - $452K
|
180K
$5.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.55K+ 5.3% |
$119K - $131K
|
90.4K
$2.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.87KNew |
$206K - $226K
|
7.87K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$26.2 - $28.8
|
21.4K
$641K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.44K+ 3.74% |
$247K - $272K
|
262K
$7.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.74K- 33.57% |
$176K - $194K
|
13.3K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130KNew |
$3.41M - $3.74M
|
130K
$3.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
6.54K+ 9.45% |
$171K - $188K
|
75.7K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
346New |
$9.06K - $9.95K
|
346
$10.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
29.8K+ 129.06% |
$779K - $856K
|
52.8K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$3.42M - $3.76M
|
131K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
22.7K+ 5.61% |
$594K - $653K
|
427K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.2K+ 3.14% |
$110K - $121K
|
138K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39K+ 7.1% |
$1.02M - $1.12M
|
588K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5KNew |
$275K - $302K
|
10.5K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.92K- 9.78% |
$129K - $141K
|
45.4K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
74+ 0.62% |
$1.94K - $2.13K
|
12K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.5K- 7.87% |
$432K - $475K
|
193K
$5.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-501- 5.24% |
$13.1K - $14.4K
|
9.06K
$271K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-26.6K- 18.59% |
$696K - $765K
|
116K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
120KNew |
$3.13M - $3.44M
|
120K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.63K+ 2.96% |
$68.8K - $75.6K
|
91.3K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 11.08% |
$75.8K - $83.3K
|
29K
$869K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55+ 0.62% |
$1.44K - $1.58K
|
8.93K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8KNew |
$519K - $570K
|
19.8K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.56K+ 0.68% |
$146K - $160K
|
823K
$24.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.73K- 3.1% |
$124K - $136K
|
148K
$4.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13.3K+ 1.76% |
$347K - $382K
|
767K
$23M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
101+ 0.23% |
$2.64K - $2.91K
|
43.4K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
96+ 0.05% |
$2.51K - $2.76K
|
184K
$5.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92.7K+ 8.28% |
$2.43M - $2.67M
|
1.21M
$36.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.07KNew |
$211K - $232K
|
8.07K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-817- 22.64% |
$21.4K - $23.5K
|
2.79K
$83.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-805- 3.13% |
$21.1K - $23.2K
|
24.9K
$747K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.37K+ 4.73% |
$62.1K - $68.2K
|
52.5K
$1.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
124+ 1.1% |
$3.25K - $3.57K
|
11.4K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 11.41% |
$86.3K - $94.9K
|
32.2K
$965K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.8K+ 7.58% |
$676K - $743K
|
367K
$11M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.26K+ 4.1% |
$59.1K - $65K
|
57.4K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.42K+ 1.08% |
$37K - $40.7K
|
133K
$3.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.81K+ 3.26% |
$47.4K - $52K
|
57.3K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$700K - $769K
|
26.7K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49.5K+ 5.16% |
$1.3M - $1.43M
|
1.01M
$30.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
37.9K+ 20.04% |
$993K - $1.09M
|
227K
$6.81M
|