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 |
|---|---|---|---|---|---|---|---|
|
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
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
213KNew |
$6.97M - $7.61M
|
213K
$7.63M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
213KNew |
$6.97M - $7.61M
|
213K
$7.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
177K+ 125.34% |
$5.82M - $6.35M
|
319K
$11.5M
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.6K+ 20.07% |
$1.4M - $1.53M
|
255K
$9.16M
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
28.3K+ 8.23% |
$927K - $1.01M
|
372K
$13.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27.7K+ 8.35% |
$909K - $992K
|
360K
$12.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
26.4K+ 8.35% |
$864K - $943K
|
342K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.1K+ 21.1% |
$822K - $897K
|
144K
$5.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.5K+ 11.36% |
$803K - $876K
|
240K
$8.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
24.1K+ 2.88% |
$789K - $861K
|
861K
$30.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 40.79% |
$700K - $764K
|
73.7K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.2K+ 33.91% |
$661K - $721K
|
79.6K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.4K+ 0.33% |
$636K - $695K
|
5.86M
$211M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.7K+ 15.33% |
$613K - $669K
|
141K
$5.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.5K+ 20.85% |
$608K - $663K
|
107K
$3.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.7K+ 9.88% |
$581K - $635K
|
197K
$7.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
16K+ 6.44% |
$525K - $573K
|
265K
$9.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
15.4K+ 10.67% |
$506K - $553K
|
160K
$5.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
15.2K+ 17.33% |
$499K - $545K
|
103K
$3.7M
|
|