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 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.48K+ 5.71% |
$147K - $160K
|
83K
$2.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.38K+ 18.63% |
$144K - $157K
|
27.9K
$1M
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.15K+ 14.93% |
$136K - $149K
|
32K
$1.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
4.11K+ 3.85% |
$135K - $147K
|
111K
$3.98M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.83K+ 4.55% |
$126K - $137K
|
88.1K
$3.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.73KNew |
$122K - $133K
|
3.73K
$134K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.7K+ 1.59% |
$121K - $132K
|
236K
$8.47M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.29K+ 2.83% |
$108K - $118K
|
119K
$4.29M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.21K+ 3.53% |
$105K - $115K
|
94.3K
$3.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.99K+ 0.87% |
$98.1K - $107K
|
345K
$12.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.95K+ 25.32% |
$96.8K - $106K
|
14.6K
$525K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.88K+ 1.2% |
$94.4K - $103K
|
243K
$8.74M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.81K+ 2.01% |
$92.2K - $101K
|
143K
$5.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.71K+ 2.18% |
$88.8K - $96.9K
|
127K
$4.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.42% |
$86.3K - $94.2K
|
628K
$22.6M
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.62K+ 0.91% |
$86K - $93.9K
|
292K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.57K+ 4.56% |
$84.1K - $91.8K
|
58.8K
$2.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56K+ 25.61% |
$83.8K - $91.5K
|
12.5K
$450K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$82.4K - $90K
|
2.51K
$90.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.46K+ 131.88% |
$80.5K - $87.9K
|
4.32K
$155K
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.46K+ 4.06% |
$80.5K - $87.9K
|
63K
$2.26M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.42K+ 6.21% |
$79.3K - $86.6K
|
41.4K
$1.49M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.4K+ 1.08% |
$78.7K - $85.9K
|
225K
$8.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.21K+ 29.33% |
$72.4K - $79K
|
9.74K
$350K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.08K+ 8.17% |
$68.3K - $74.6K
|
27.6K
$991K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.99K+ 2.65% |
$65.2K - $71.2K
|
76.9K
$2.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.95K+ 66.95% |
$64K - $69.9K
|
4.87K
$175K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.95K+ 1.11% |
$63.8K - $69.6K
|
177K
$6.38M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.92K+ 13.34% |
$62.8K - $68.6K
|
16.3K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77K+ 2.39% |
$57.9K - $63.2K
|
75.7K
$2.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.67K+ 16.71% |
$54.7K - $59.8K
|
11.7K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 11.61% |
$54.2K - $59.2K
|
15.9K
$571K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.64KNew |
$53.9K - $58.8K
|
1.64K
$59K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.63K+ 7.21% |
$53.6K - $58.5K
|
24.3K
$873K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.48K+ 3.92% |
$48.5K - $53K
|
39.2K
$1.41M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.45K+ 19.12% |
$47.6K - $52K
|
9.05K
$325K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
1.44K+ 4.49% |
$47.2K - $51.5K
|
33.5K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.38K+ 5092.59% |
$45.1K - $49.2K
|
1.4K
$50.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.37K+ 4.02% |
$44.7K - $48.9K
|
35.3K
$1.27M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$41K - $44.8K
|
1.25K
$45K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.24K+ 2.66% |
$40.7K - $44.4K
|
48K
$1.72M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.2K+ 1.5% |
$39.2K - $42.8K
|
80.7K
$2.9M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19KNew |
$39.1K - $42.7K
|
1.19K
$42.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 5.38% |
$38.9K - $42.5K
|
23.2K
$835K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.16K+ 9.62% |
$38.1K - $41.6K
|
13.2K
$476K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.13K+ 5.77% |
$37K - $40.4K
|
20.7K
$744K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 7.7% |
$36.1K - $39.4K
|
15.4K
$552K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.08K+ 11.11% |
$35.3K - $38.5K
|
10.8K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.05K+ 6.21% |
$34.5K - $37.7K
|
18K
$646K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03KNew |
$33.8K - $36.9K
|
1.03K
$37K
|
|