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 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
797+ 1.2% |
$26.1K - $28.5K
|
67.3K
$2.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
760New |
$24.9K - $27.2K
|
760
$27.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
754+ 34.3% |
$24.7K - $27K
|
2.95K
$106K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
734+ 0.57% |
$24.1K - $26.3K
|
129K
$4.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
625+ 0.22% |
$20.5K - $22.4K
|
289K
$10.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 0.47% |
$20.2K - $22K
|
132K
$4.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
610+ 3.95% |
$20K - $21.8K
|
16K
$576K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
595+ 0.56% |
$19.5K - $21.3K
|
108K
$3.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
517+ 0.22% |
$16.9K - $18.5K
|
232K
$8.33M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
449+ 1.23% |
$14.7K - $16.1K
|
37K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
442+ 6.74% |
$14.5K - $15.8K
|
7K
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
437+ 2.87% |
$14.3K - $15.6K
|
15.7K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
426+ 0.45% |
$14K - $15.2K
|
94.2K
$3.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
425New |
$13.9K - $15.2K
|
425
$15.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
384New |
$12.6K - $13.7K
|
384
$13.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
367New |
$12K - $13.1K
|
367
$13.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
323New |
$10.6K - $11.6K
|
323
$11.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
288+ 2.77% |
$9.44K - $10.3K
|
10.7K
$383K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
267+ 0.29% |
$8.75K - $9.56K
|
93.5K
$3.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
205+ 1.12% |
$6.72K - $7.34K
|
18.5K
$666K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
201+ 6.57% |
$6.59K - $7.19K
|
3.26K
$117K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
200New |
$6.56K - $7.16K
|
200
$7.18K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
199New |
$6.52K - $7.12K
|
199
$7.15K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
182+ 91.0% |
$5.97K - $6.51K
|
382
$13.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
153+ 1.57% |
$5.02K - $5.48K
|
9.91K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
150+ 0.39% |
$4.92K - $5.37K
|
38.7K
$1.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
136+ 0.4% |
$4.46K - $4.87K
|
34.4K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
89New |
$2.92K - $3.19K
|
89
$3.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
74+ 0.25% |
$2.43K - $2.65K
|
30.2K
$1.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
71+ 0.49% |
$2.33K - $2.54K
|
14.7K
$528K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
67+ 0.26% |
$2.2K - $2.4K
|
26.2K
$943K
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
63+ 0.02% |
$2.07K - $2.25K
|
303K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 0.52% |
$2.07K - $2.25K
|
12.1K
$436K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
61+ 0.49% |
$2K - $2.18K
|
12.5K
$448K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53+ 0.48% |
$1.74K - $1.9K
|
11.1K
$400K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
49+ 1.3% |
$1.61K - $1.75K
|
3.82K
$137K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
42New |
$1.38K - $1.5K
|
42
$1.51K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
37+ 0.2% |
$1.21K - $1.32K
|
18.1K
$650K
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
36+ 0.2% |
$1.18K - $1.29K
|
18.5K
$664K
|
|
|
Nov 13, 2025
Q3 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
34+ 0.18% |
$1.11K - $1.22K
|
18.9K
$677K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.48% |
$1.02K - $1.11K
|
6.48K
$233K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
27New |
$885 - $966
|
27
$970
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26+ 0.04% |
$852 - $931
|
70.1K
$2.52M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
19+ 0.05% |
$623 - $680
|
36.4K
$1.31M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.07% |
$492 - $537
|
22.6K
$812K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11+ 0.13% |
$361 - $394
|
8.62K
$310K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8New |
$262 - $286
|
8
$287
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8+ 0.47% |
$262 - $286
|
1.7K
$61K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.5% |
$197 - $215
|
1.2K
$43K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.06% |
$131 - $143
|
6.29K
$226K
|
|