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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
63+ 0.02% |
$2.07K - $2.25K
|
303K
$10.9M
|
|
|
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 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
19+ 0.05% |
$623 - $680
|
36.4K
$1.31M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2+ 0.01% |
$65.6 - $71.6
|
21.5K
$771K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.86% |
$32.8 - $35.8
|
36
$1.29K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
98.9K+ 122.35% |
$2.56M - $3.25M
|
180K
$6.46M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 325.68% |
$526K - $668K
|
26.5K
$953K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.8KNew |
$514K - $652K
|
19.8K
$712K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.6K+ 20.35% |
$404K - $513K
|
92.1K
$3.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.4K+ 19.14% |
$400K - $507K
|
95.9K
$3.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
14.2K+ 21.2% |
$369K - $468K
|
81.3K
$2.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10.8K+ 63.59% |
$281K - $356K
|
27.8K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$266K - $337K
|
10.2K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$265K - $336K
|
10.2K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$259K - $329K
|
10K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.6KNew |
$249K - $316K
|
9.6K
$345K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.63KNew |
$198K - $251K
|
7.63K
$274K
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
6.87KNew |
$178K - $226K
|
6.87K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.65KNew |
$173K - $219K
|
6.65K
$239K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.29KNew |
$163K - $207K
|
6.29K
$226K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.2K+ 17.76% |
$83K - $105K
|
21.2K
$762K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.17K+ 4.95% |
$82.2K - $104K
|
67.3K
$2.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.85K+ 3.63% |
$48.1K - $61K
|
52.9K
$1.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.58KNew |
$41K - $52K
|
1.58K
$56.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.32KNew |
$34.3K - $43.5K
|
1.32K
$47.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
909+ 9.44% |
$23.6K - $29.9K
|
10.5K
$379K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$13.4K - $17K
|
517
$18.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
351+ 1.81% |
$9.1K - $11.6K
|
19.7K
$709K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
313New |
$8.12K - $10.3K
|
313
$11.2K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
227+ 1.05% |
$5.89K - $7.47K
|
21.9K
$788K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
4New |
$104 - $132
|
4
$144
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 115.07% |
$391K - $453K
|
28K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13.6K+ 74.32% |
$356K - $412K
|
32K
$1.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
7.45KNew |
$194K - $225K
|
7.45K
$268K
|
|