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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.86% |
$32.8 - $35.8
|
36
$1.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.06K- 3.3% |
$34.8K - $38K
|
31.1K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.48% |
$1.02K - $1.11K
|
6.48K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
437+ 2.87% |
$14.3K - $15.6K
|
15.7K
$563K
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
625+ 0.22% |
$20.5K - $22.4K
|
289K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-689- 10.81% |
$22.6K - $24.7K
|
5.69K
$204K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-53.9K- 11.37% |
$1.77M - $1.93M
|
420K
$15.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.57KNew |
$248K - $271K
|
7.57K
$272K
|
|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.48K+ 5.71% |
$147K - $160K
|
83K
$2.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.9K+ 142.6% |
$1.31M - $1.43M
|
67.9K
$2.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 5.38% |
$38.9K - $42.5K
|
23.2K
$835K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.95K+ 66.95% |
$64K - $69.9K
|
4.87K
$175K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.15K- 0.48% |
$70.6K - $77.1K
|
443K
$15.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
240K+ 30.92% |
$7.88M - $8.6M
|
1.02M
$36.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69K+ 15.5% |
$2.26M - $2.47M
|
514K
$18.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.63K+ 7.21% |
$53.6K - $58.5K
|
24.3K
$873K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8.69K+ 32.02% |
$285K - $311K
|
35.8K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.04K- 0.69% |
$99.7K - $109K
|
437K
$15.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$41K - $44.8K
|
1.25K
$45K
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
425New |
$13.9K - $15.2K
|
425
$15.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$82.4K - $90K
|
2.51K
$90.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
449+ 1.23% |
$14.7K - $16.1K
|
37K
$1.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.83K+ 4.55% |
$126K - $137K
|
88.1K
$3.17M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.69K- 1.02% |
$187K - $204K
|
553K
$19.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.88K+ 34.18% |
$193K - $211K
|
23.1K
$830K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3K- 1.86% |
$98.4K - $107K
|
158K
$5.69M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.5% |
$197 - $215
|
1.2K
$43K
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
71+ 0.49% |
$2.33K - $2.54K
|
14.7K
$528K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-480- 43.36% |
$15.7K - $17.2K
|
627
$22.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-17.8K- 2.15% |
$585K - $638K
|
812K
$29.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 40.79% |
$700K - $764K
|
73.7K
$2.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.45K+ 19.12% |
$47.6K - $52K
|
9.05K
$325K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.2K- 49.84% |
$1.12M - $1.22M
|
34.4K
$1.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
153+ 1.57% |
$5.02K - $5.48K
|
9.91K
$356K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-7.59K- 9.09% |
$249K - $272K
|
75.9K
$2.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
367New |
$12K - $13.1K
|
367
$13.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
760New |
$24.9K - $27.2K
|
760
$27.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.7K- 1.37% |
$449K - $490K
|
985K
$35.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 11.53% |
$511K - $558K
|
120K
$4.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.95K+ 1.11% |
$63.8K - $69.6K
|
177K
$6.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
74+ 0.25% |
$2.43K - $2.65K
|
30.2K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-19K- 7.99% |
$622K - $679K
|
218K
$7.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.58K- 8.58% |
$84.5K - $92.3K
|
27.5K
$987K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
199New |
$6.52K - $7.12K
|
199
$7.15K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
75.9K+ 3.73% |
$2.49M - $2.72M
|
2.11M
$75.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.48K- 6.32% |
$114K - $124K
|
51.6K
$1.85M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
134K+ 119.02% |
$4.39M - $4.79M
|
246K
$8.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.08K+ 8.17% |
$68.3K - $74.6K
|
27.6K
$991K
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.24K- 34.01% |
$237K - $259K
|
14.1K
$505K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
29.1K+ 6.17% |
$953K - $1.04M
|
500K
$18M
|
|