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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
346New |
$9.06K - $9.95K
|
346
$12.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 72.84% |
$3.09K - $3.39K
|
280
$10.1K
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
112KNew |
$2.92M - $3.27M
|
112K
$4.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
66.6KNew |
$1.73M - $1.94M
|
66.6K
$2.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.4K+ 58.99% |
$715K - $800K
|
73.9K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12.8KNew |
$333K - $372K
|
12.8K
$458K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 7.98% |
$273K - $306K
|
142K
$5.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.71K+ 17.87% |
$227K - $254K
|
57.5K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 0.44% |
$365 - $409
|
3.17K
$114K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
362K+ 13.0% |
$9.51M - $10.4M
|
3.15M
$113M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.77KNew |
$204K - $222K
|
7.77K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.47K+ 1029.49% |
$117K - $128K
|
4.9K
$176K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$52.5K - $57.1K
|
2K
$71.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
874New |
$22.9K - $25K
|
874
$31.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
653New |
$17.1K - $18.6K
|
653
$23.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 1.81% |
$10.5K - $11.4K
|
22.5K
$808K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.72% |
$315 - $343
|
709
$25.5K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
196KNew |
$4.85M - $5.34M
|
196K
$7.05M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
162K+ 146.12% |
$4.02M - $4.43M
|
274K
$9.83M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$328K - $361K
|
13.2K
$476K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
11.9K+ 36.96% |
$294K - $324K
|
44.1K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.8K+ 2.26% |
$267K - $294K
|
489K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.64KNew |
$189K - $208K
|
7.64K
$274K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
7.52KNew |
$186K - $205K
|
7.52K
$270K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25KNew |
$130K - $143K
|
5.25K
$189K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 2.7% |
$27.2K - $30K
|
41.9K
$1.5M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
580New |
$14.3K - $15.8K
|
580
$20.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 8.62% |
$5.47K - $6.02K
|
2.79K
$100K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.21K+ 7.89% |
$94.4K - $109K
|
57.5K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$108K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$108K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.9K+ 0.86% |
$64.9K - $74.9K
|
341K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$16.8K - $19.4K
|
750
$26.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$2.49K - $2.87K
|
111
$3.99K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
95New |
$2.13K - $2.46K
|
95
$3.41K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121KNew |
$2.81M - $3.04M
|
121K
$4.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.1K+ 27.24% |
$538K - $581K
|
108K
$3.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12K+ 48.88% |
$279K - $302K
|
36.6K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$267K - $289K
|
11.5K
$413K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38K+ 1.87% |
$125K - $135K
|
294K
$10.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
410New |
$9.54K - $10.3K
|
410
$14.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129New |
$3K - $3.24K
|
129
$4.63K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.33K - $2.51K
|
100
$3.59K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$1.38M - $1.48M
|
60.1K
$2.16M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.74K+ 2.93% |
$201K - $215K
|
307K
$11M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.36K+ 15.1% |
$192K - $206K
|
63.7K
$2.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.6K - $4.92K
|
200
$7.18K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52New |
$1.2K - $1.28K
|
52
$1.87K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
18.4KNew |
$412K - $455K
|
18.4K
$661K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$37.2K - $41.1K
|
1.66K
$59.7K
|
|