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 |
|---|---|---|---|---|---|---|---|
|
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 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
114KNew |
$3.75M - $4.09M
|
114K
$4.11M
|
|
|
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 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
|
|
|
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 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 40.79% |
$700K - $764K
|
73.7K
$2.65M
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 32.89% |
$480K - $524K
|
59.1K
$2.12M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.6K+ 7.18% |
$477K - $521K
|
217K
$7.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.5K+ 6.78% |
$444K - $485K
|
213K
$7.67M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
13.5K+ 22.42% |
$442K - $482K
|
73.6K
$2.64M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.4K+ 72.94% |
$440K - $481K
|
31.8K
$1.14M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
12.5K+ 2.8% |
$411K - $449K
|
461K
$16.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.9KNew |
$389K - $425K
|
11.9K
$427K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11.6K+ 12.73% |
$381K - $416K
|
103K
$3.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.3K+ 5.56% |
$369K - $403K
|
214K
$7.68M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10.9K+ 1.77% |
$357K - $389K
|
625K
$22.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.1K+ 2.33% |
$332K - $362K
|
445K
$16M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$332K - $362K
|
10.1K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
10.1K+ 5.49% |
$331K - $361K
|
194K
$6.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.94K+ 1.32% |
$326K - $356K
|
763K
$27.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
9.89K+ 68.15% |
$324K - $354K
|
24.4K
$876K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.67K+ 0.16% |
$317K - $346K
|
5.91M
$212M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.83KNew |
$289K - $316K
|
8.83K
$317K
|
|