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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$12.8K - $14.1K
|
517
$13.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 8.62% |
$5.47K - $6.02K
|
2.79K
$72.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98New |
$2.42K - $2.67K
|
98
$2.56K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
48.4K+ 12.91% |
$1.09M - $1.25M
|
424K
$11.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
20.2K+ 89.27% |
$453K - $523K
|
42.9K
$1.12M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 18.98% |
$453K - $522K
|
127K
$3.31M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.5KNew |
$302K - $349K
|
13.5K
$352K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 69.56% |
$178K - $206K
|
19.4K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.6K+ 3.1% |
$103K - $119K
|
153K
$4M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.21K+ 7.89% |
$94.4K - $109K
|
57.5K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$78.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$78.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.9K+ 0.86% |
$64.9K - $74.9K
|
341K
$8.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$16.8K - $19.4K
|
750
$19.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$2.49K - $2.87K
|
111
$2.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
95New |
$2.13K - $2.46K
|
95
$2.48K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121KNew |
$2.81M - $3.04M
|
121K
$3.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.1K+ 27.24% |
$538K - $581K
|
108K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15KNew |
$348K - $376K
|
15K
$391K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12K+ 48.88% |
$279K - $302K
|
36.6K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$267K - $289K
|
11.5K
$300K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38K+ 1.87% |
$125K - $135K
|
294K
$7.67M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
410New |
$9.54K - $10.3K
|
410
$10.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129New |
$3K - $3.24K
|
129
$3.37K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.33K - $2.51K
|
100
$2.61K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$1.38M - $1.48M
|
60.1K
$1.57M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.74K+ 2.93% |
$201K - $215K
|
307K
$8.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.36K+ 15.1% |
$192K - $206K
|
63.7K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
230+ 6.5% |
$5.29K - $5.66K
|
3.77K
$98.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.6K - $4.92K
|
200
$5.22K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75New |
$1.73K - $1.85K
|
75
$1.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52New |
$1.2K - $1.28K
|
52
$1.36K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
18.4KNew |
$412K - $455K
|
18.4K
$480K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$37.2K - $41.1K
|
1.66K
$43.4K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
798New |
$17.9K - $19.8K
|
798
$20.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
513New |
$11.5K - $12.7K
|
513
$13.4K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
180+ 1.24% |
$4.03K - $4.46K
|
14.8K
$385K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
373K+ 309.75% |
$6.88M - $8.41M
|
493K
$12.9M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
83.7KNew |
$1.54M - $1.89M
|
83.7K
$2.19M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.5KNew |
$286K - $349K
|
15.5K
$405K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
10.9KNew |
$201K - $245K
|
10.9K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$67.8K - $82.9K
|
3.68K
$96K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.95KNew |
$54.5K - $66.5K
|
2.95K
$77.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.16KNew |
$39.8K - $48.6K
|
2.16K
$56.3K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
301K+ 890.24% |
$5.52M - $6.78M
|
334K
$8.73M
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$31.6K - $37.5K
|
1.5K
$39.2K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
$4.94M - $5.05M
|
200K
$5.22M
|
|