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 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
15.2K+ 17.33% |
$499K - $545K
|
103K
$3.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
15K+ 15.06% |
$491K - $536K
|
114K
$4.11M
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.1K+ 13.12% |
$363K - $397K
|
95.5K
$3.43M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9KNew |
$357K - $390K
|
10.9K
$391K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8.69K+ 32.02% |
$285K - $311K
|
35.8K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.53K+ 2.69% |
$280K - $305K
|
326K
$11.7M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.75KNew |
$254K - $277K
|
7.75K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
7.75KNew |
$254K - $277K
|
7.75K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.65K+ 42.6% |
$251K - $274K
|
25.6K
$919K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.57KNew |
$248K - $271K
|
7.57K
$272K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.5K+ 5.25% |
$246K - $268K
|
150K
$5.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
7.33K+ 1.74% |
$240K - $262K
|
428K
$15.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.15K+ 7.61% |
$234K - $256K
|
101K
$3.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.13K+ 5.05% |
$234K - $255K
|
148K
$5.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.69KNew |
$219K - $239K
|
6.69K
$240K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.56K+ 9.51% |
$215K - $235K
|
75.5K
$2.71M
|
|
|
Nov 12, 2025
Q3 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
6.3K+ 5.05% |
$207K - $225K
|
131K
$4.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.96KNew |
$195K - $213K
|
5.96K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
5.95KNew |
$195K - $213K
|
5.95K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.92K+ 2.16% |
$194K - $212K
|
280K
$10.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.88K+ 34.18% |
$193K - $211K
|
23.1K
$830K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.87KNew |
$193K - $210K
|
5.87K
$211K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.8K+ 53.39% |
$190K - $208K
|
16.7K
$598K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 23.43% |
$185K - $202K
|
29.8K
$1.07M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.56K+ 20.42% |
$182K - $199K
|
32.8K
$1.18M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.54K+ 4.17% |
$182K - $198K
|
138K
$4.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.54K+ 4.56% |
$182K - $198K
|
127K
$4.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.48K+ 7.35% |
$180K - $196K
|
80K
$2.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.45K+ 10.61% |
$179K - $195K
|
56.8K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
5.38K+ 34.72% |
$176K - $193K
|
20.9K
$750K
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
5.21K+ 3.28% |
$171K - $186K
|
164K
$5.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.83KNew |
$158K - $173K
|
4.83K
$174K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.78K+ 37.65% |
$157K - $171K
|
17.5K
$627K
|
|