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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13.3K+ 1.76% |
$347K - $382K
|
767K
$22.6M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
13.2KNew |
$345K - $380K
|
13.2K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
13KNew |
$341K - $375K
|
13K
$385K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
12.4KNew |
$325K - $357K
|
12.4K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
11.5KNew |
$302K - $332K
|
11.5K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$299K - $328K
|
11.4K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.4KNew |
$297K - $327K
|
11.4K
$335K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
10.9K+ 4.45% |
$285K - $313K
|
256K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.8K+ 20.56% |
$284K - $312K
|
63.6K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.7K+ 15.96% |
$281K - $309K
|
78K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5KNew |
$275K - $302K
|
10.5K
$309K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
10.4K+ 4.31% |
$272K - $299K
|
251K
$7.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.62K+ 36.8% |
$252K - $277K
|
35.8K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
9.56K+ 5.67% |
$250K - $275K
|
178K
$5.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.44K+ 3.74% |
$247K - $272K
|
262K
$7.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.61KNew |
$225K - $248K
|
8.61K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.53K+ 2.98% |
$223K - $245K
|
295K
$8.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.48K+ 1.84% |
$222K - $244K
|
469K
$13.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.46KNew |
$221K - $243K
|
8.46K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.26K+ 2.6% |
$216K - $238K
|
326K
$9.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
8.13K+ 2.9% |
$213K - $234K
|
289K
$8.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.12K+ 44.12% |
$213K - $234K
|
26.5K
$783K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.07KNew |
$211K - $232K
|
8.07K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
8KNew |
$209K - $230K
|
8K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.95K+ 4.99% |
$208K - $229K
|
167K
$4.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.88K+ 14.56% |
$206K - $227K
|
62K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.87KNew |
$206K - $226K
|
7.87K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.7K+ 12.18% |
$202K - $221K
|
70.9K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.57K+ 7.88% |
$172K - $189K
|
90K
$2.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
6.54K+ 9.45% |
$171K - $188K
|
75.7K
$2.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.39K+ 5.65% |
$167K - $184K
|
119K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.7K+ 22.39% |
$149K - $164K
|
31.2K
$919K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.65K+ 3.03% |
$148K - $162K
|
192K
$5.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.64K+ 11.47% |
$148K - $162K
|
54.8K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.61K+ 2.26% |
$147K - $161K
|
254K
$7.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.56K+ 0.68% |
$146K - $160K
|
823K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.43K+ 1.66% |
$142K - $156K
|
332K
$9.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.32K+ 8.42% |
$139K - $153K
|
68.5K
$2.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.16K+ 2.25% |
$135K - $148K
|
235K
$6.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.09K+ 1.06% |
$133K - $146K
|
483K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
5.06K+ 118.66% |
$133K - $146K
|
9.33K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.94K+ 9.26% |
$129K - $142K
|
58.3K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.92K+ 12.2% |
$129K - $141K
|
45.2K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.55K+ 5.3% |
$119K - $131K
|
90.4K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.22K+ 2.31% |
$110K - $121K
|
187K
$5.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.2K+ 3.14% |
$110K - $121K
|
138K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4.11KNew |
$108K - $118K
|
4.11K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.11K+ 3.06% |
$107K - $118K
|
138K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.92K+ 5.73% |
$103K - $113K
|
72.3K
$2.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.7K+ 2.98% |
$96.9K - $107K
|
128K
$3.77M
|