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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
469KNew |
$15.4M - $16.8M
|
469K
$16.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.21K+ 3.53% |
$105K - $115K
|
94.3K
$3.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-42- 3.08% |
$1.38K - $1.5K
|
1.32K
$47.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 32.89% |
$480K - $524K
|
59.1K
$2.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.5K+ 11.36% |
$803K - $876K
|
240K
$8.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
77.7K+ 12.12% |
$2.55M - $2.78M
|
718K
$25.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11+ 0.13% |
$361 - $394
|
8.62K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.22K- 1.34% |
$39.9K - $43.5K
|
89.5K
$3.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.37K- 20.81% |
$77.7K - $84.8K
|
9.02K
$324K
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.5K+ 6.78% |
$444K - $485K
|
213K
$7.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1.09K- 3.35% |
$35.8K - $39K
|
31.4K
$1.13M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.2K- 5.09% |
$72.1K - $78.7K
|
41.1K
$1.47M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.67K+ 0.16% |
$317K - $346K
|
5.91M
$212M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.1K+ 2.33% |
$332K - $362K
|
445K
$16M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.58K- 23.53% |
$117K - $128K
|
11.6K
$418K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.21K+ 29.33% |
$72.4K - $79K
|
9.74K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
288+ 2.77% |
$9.44K - $10.3K
|
10.7K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
267+ 0.29% |
$8.75K - $9.56K
|
93.5K
$3.36M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
61+ 0.49% |
$2K - $2.18K
|
12.5K
$448K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.26K- 1.73% |
$107K - $117K
|
185K
$6.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-27.9K- 10.32% |
$914K - $997K
|
242K
$8.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
30.6K+ 6.51% |
$1M - $1.1M
|
501K
$18M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.18K- 1.07% |
$104K - $114K
|
295K
$10.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.4K+ 72.94% |
$440K - $481K
|
31.8K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-562- 2.03% |
$18.4K - $20.1K
|
27.2K
$977K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.73K- 5.29% |
$286K - $312K
|
156K
$5.61M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.05K+ 6.21% |
$34.5K - $37.7K
|
18K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.08K+ 11.11% |
$35.3K - $38.5K
|
10.8K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
49+ 1.3% |
$1.61K - $1.75K
|
3.82K
$137K
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
52.3K+ 10.36% |
$1.71M - $1.87M
|
557K
$20M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.4K- 32.26% |
$637K - $695K
|
40.8K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
168K+ 16.24% |
$5.5M - $6.01M
|
1.2M
$43.2M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-321- 1.97% |
$10.5K - $11.5K
|
16K
$574K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
89New |
$2.92K - $3.19K
|
89
$3.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.83KNew |
$289K - $316K
|
8.83K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.2K+ 1.5% |
$39.2K - $42.8K
|
80.7K
$2.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.88K+ 1.2% |
$94.4K - $103K
|
243K
$8.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
SELL
|
- |
-6.17K- 0.73% |
$202K - $221K
|
840K
$30.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.3K+ 5.56% |
$369K - $403K
|
214K
$7.68M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
114KNew |
$3.75M - $4.09M
|
114K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.13K+ 5.77% |
$37K - $40.4K
|
20.7K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-750- 3.7% |
$24.6K - $26.8K
|
19.5K
$701K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77K+ 2.39% |
$57.9K - $63.2K
|
75.7K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
37+ 0.2% |
$1.21K - $1.32K
|
18.1K
$650K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8+ 0.47% |
$262 - $286
|
1.7K
$61K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17.4K- 5.92% |
$569K - $621K
|
276K
$9.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-843- 3.05% |
$27.6K - $30.2K
|
26.8K
$963K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 0.47% |
$20.2K - $22K
|
132K
$4.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
595+ 0.56% |
$19.5K - $21.3K
|
108K
$3.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-16- 0.01% |
$524 - $573
|
107K
$3.83M
|
|