Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DISV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
495K+ 133.07% |
$17.4M - $18M
|
867K
$31.1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.1K+ 32.2% |
$2.88M - $2.98M
|
337K
$12.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
15.7K+ 20.41% |
$550K - $570K
|
92.6K
$3.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
11.1K+ 10.79% |
$390K - $404K
|
114K
$4.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
10.6K+ 16.17% |
$372K - $385K
|
76.3K
$2.74M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.02K+ 1.88% |
$141K - $146K
|
217K
$7.81M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 13.83% |
$89.9K - $93.1K
|
21.1K
$758K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.52K+ 0.62% |
$88.4K - $91.5K
|
411K
$14.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 0.82% |
$37K - $38.3K
|
130K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
989+ 8.48% |
$34.7K - $35.9K
|
12.7K
$455K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
929+ 1.17% |
$32.6K - $33.7K
|
80.5K
$2.89M
|
|
|
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
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
824+ 1.4% |
$28.9K - $29.9K
|
59.6K
$2.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
51+ 0.23% |
$1.79K - $1.85K
|
22.1K
$793K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36+ 0.64% |
$1.26K - $1.31K
|
5.64K
$203K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
27+ 0.56% |
$947 - $980
|
4.86K
$175K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19+ 0.08% |
$666 - $690
|
22.6K
$813K
|
|
| Q3 2025 | |||||||
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
469KNew |
$15.4M - $16.8M
|
469K
$16.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
331K+ 1314.58% |
$10.9M - $11.9M
|
356K
$12.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
292KNew |
$9.56M - $10.4M
|
292K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
246K+ 40.85% |
$8.05M - $8.79M
|
847K
$30.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
240K+ 30.92% |
$7.88M - $8.6M
|
1.02M
$36.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
213KNew |
$6.97M - $7.61M
|
213K
$7.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
213KNew |
$6.97M - $7.61M
|
213K
$7.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
168K+ 16.24% |
$5.5M - $6.01M
|
1.2M
$43.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
142K+ 14.2% |
$4.65M - $5.08M
|
1.14M
$41M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
134K+ 119.02% |
$4.39M - $4.79M
|
246K
$8.84M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
119K+ 157.86% |
$3.91M - $4.26M
|
195K
$6.99M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
114KNew |
$3.75M - $4.09M
|
114K
$4.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
110K+ 11.09% |
$3.59M - $3.92M
|
1.1M
$39.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105K+ 204.06% |
$3.44M - $3.75M
|
156K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
78.9K+ 137.77% |
$2.59M - $2.82M
|
136K
$4.89M
|
|
|
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 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
75.9K+ 3.73% |
$2.49M - $2.72M
|
2.11M
$75.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
71.9K+ 925.39% |
$2.36M - $2.57M
|
79.7K
$2.86M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69K+ 15.5% |
$2.26M - $2.47M
|
514K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.8K+ 12.24% |
$1.99M - $2.18M
|
558K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
58K+ 7.79% |
$1.9M - $2.08M
|
803K
$28.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53.6KNew |
$1.76M - $1.92M
|
53.6K
$1.92M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.2K+ 79.69% |
$1.74M - $1.9M
|
120K
$4.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
52.3K+ 10.36% |
$1.71M - $1.87M
|
557K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.8K+ 89.72% |
$1.44M - $1.57M
|
92.6K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.1K+ 22.64% |
$1.41M - $1.54M
|
234K
$8.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.9K+ 142.6% |
$1.31M - $1.43M
|
67.9K
$2.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 3.75% |
$1.06M - $1.15M
|
891K
$32M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
30.8K+ 485.59% |
$1.01M - $1.1M
|
37.1K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30.7K+ 53.19% |
$1.01M - $1.1M
|
88.5K
$3.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
30.6K+ 6.51% |
$1M - $1.1M
|
501K
$18M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 2.58% |
$998K - $1.09M
|
1.21M
$43.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
29.1K+ 6.17% |
$953K - $1.04M
|
500K
$18M
|
|