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 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
299K+ 85.38% |
$7.84M - $8.61M
|
650K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
178K+ 20.8% |
$4.67M - $5.13M
|
1.04M
$28.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$3.42M - $3.76M
|
131K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130KNew |
$3.41M - $3.74M
|
130K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
120KNew |
$3.13M - $3.44M
|
120K
$3.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92.7K+ 8.28% |
$2.43M - $2.67M
|
1.21M
$32.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
68.8K+ 5.08% |
$1.8M - $1.98M
|
1.42M
$38.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
67.1K+ 157.37% |
$1.76M - $1.93M
|
110K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
61.6KNew |
$1.61M - $1.77M
|
61.6K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49.5K+ 5.16% |
$1.3M - $1.43M
|
1.01M
$27.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
44.9K+ 9.51% |
$1.17M - $1.29M
|
517K
$14M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39K+ 7.1% |
$1.02M - $1.12M
|
588K
$15.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
38.6K+ 18.93% |
$1.01M - $1.11M
|
243K
$6.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
37.9K+ 20.04% |
$993K - $1.09M
|
227K
$6.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
29.8K+ 129.06% |
$779K - $856K
|
52.8K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$700K - $769K
|
26.7K
$724K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
26.1K+ 24.43% |
$684K - $752K
|
133K
$3.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.8K+ 7.58% |
$676K - $743K
|
367K
$9.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25.3K+ 14.4% |
$661K - $727K
|
201K
$5.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
23.6K+ 8.46% |
$619K - $680K
|
303K
$8.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 18.94% |
$603K - $662K
|
145K
$3.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
22.7K+ 5.61% |
$594K - $653K
|
427K
$11.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8KNew |
$519K - $570K
|
19.8K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
19.2K+ 5.84% |
$502K - $552K
|
348K
$9.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.2K+ 48.24% |
$450K - $494K
|
52.8K
$1.43M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
16.7K+ 45.79% |
$437K - $480K
|
53.1K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.7K+ 9.58% |
$411K - $452K
|
180K
$4.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13.3K+ 1.76% |
$347K - $382K
|
767K
$20.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5KNew |
$275K - $302K
|
10.5K
$284K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.44K+ 3.74% |
$247K - $272K
|
262K
$7.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.07KNew |
$211K - $232K
|
8.07K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.87KNew |
$206K - $226K
|
7.87K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
6.54K+ 9.45% |
$171K - $188K
|
75.7K
$2.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.65K+ 3.03% |
$148K - $162K
|
192K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.56K+ 0.68% |
$146K - $160K
|
823K
$22.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.16K+ 2.25% |
$135K - $148K
|
235K
$6.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.55K+ 5.3% |
$119K - $131K
|
90.4K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.2K+ 3.14% |
$110K - $121K
|
138K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 11.41% |
$86.3K - $94.9K
|
32.2K
$872K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 11.08% |
$75.8K - $83.3K
|
29K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.63K+ 2.96% |
$68.8K - $75.6K
|
91.3K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.6K+ 14.05% |
$68.1K - $74.8K
|
21.1K
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.55K+ 20.5% |
$66.8K - $73.4K
|
15K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.37K+ 4.73% |
$62.1K - $68.2K
|
52.5K
$1.42M
|
|
|
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
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.81K+ 3.26% |
$47.4K - $52K
|
57.3K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.42K+ 1.08% |
$37K - $40.7K
|
133K
$3.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
859+ 1.27% |
$22.5K - $24.7K
|
68.5K
$1.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
747New |
$19.6K - $21.5K
|
747
$20.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
346New |
$9.06K - $9.95K
|
346
$9.37K
|