Latest Institutional Sells of Dimensional ETF Tr Dimensional (DISV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DISV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-170K- 87.06% |
$4.45M - $4.89M
|
25.2K
$711K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-70.4K- 43.11% |
$1.84M - $2.02M
|
92.9K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 16.8% |
$1.45M - $1.59M
|
274K
$7.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.7K- 57.62% |
$1.41M - $1.54M
|
39.5K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-47.9K- 9.45% |
$1.25M - $1.38M
|
459K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-40.9K- 4.98% |
$1.07M - $1.18M
|
781K
$22M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-39.8K- 10.97% |
$1.04M - $1.15M
|
323K
$9.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-38.9K- 57.04% |
$1.02M - $1.12M
|
29.3K
$826K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-26.6K- 18.59% |
$696K - $765K
|
116K
$3.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25.9K- 34.75% |
$679K - $746K
|
48.7K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.8K- 2.41% |
$675K - $742K
|
1.05M
$29.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.4K- 7.26% |
$611K - $672K
|
298K
$8.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23K- 3.16% |
$602K - $662K
|
705K
$19.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 72.58% |
$546K - $600K
|
7.88K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 4.73% |
$457K - $502K
|
352K
$9.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.5K- 7.87% |
$432K - $475K
|
193K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 2.13% |
$350K - $384K
|
613K
$17.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11K- 9.85% |
$288K - $317K
|
101K
$2.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.24K- 83.9% |
$242K - $266K
|
1.77K
$50K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.59K- 39.54% |
$225K - $247K
|
13.1K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.74K- 33.57% |
$176K - $194K
|
13.3K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.49K- 1.57% |
$170K - $187K
|
406K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6K- 1.6% |
$157K - $173K
|
368K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.57K- 19.22% |
$146K - $160K
|
23.4K
$660K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.96K- 19.99% |
$130K - $143K
|
19.8K
$559K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.92K- 9.78% |
$129K - $141K
|
45.4K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.73K- 3.1% |
$124K - $136K
|
148K
$4.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.37K- 12.26% |
$114K - $126K
|
31.2K
$880K
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-3.05K- 7.96% |
$79.9K - $87.8K
|
35.3K
$994K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.89K- 5.49% |
$75.7K - $83.1K
|
49.8K
$1.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.99% |
$57.8K - $63.6K
|
109K
$3.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.97K- 2.2% |
$51.6K - $56.7K
|
87.6K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.74K- 25.06% |
$45.6K - $50.1K
|
5.21K
$147K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 2.46% |
$39.3K - $43.2K
|
59.6K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.36K- 3.9% |
$35.7K - $39.2K
|
33.6K
$946K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 7.04% |
$26.6K - $29.2K
|
13.4K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.01K- 2.76% |
$26.4K - $29K
|
35.5K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 88.59% |
$26.2K - $28.8K
|
129
$3.64K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-996- 7.56% |
$26.1K - $28.7K
|
12.2K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-983- 1.82% |
$25.7K - $28.3K
|
52.9K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-829- 1.91% |
$21.7K - $23.9K
|
42.5K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-817- 22.64% |
$21.4K - $23.5K
|
2.79K
$78.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-805- 3.13% |
$21.1K - $23.2K
|
24.9K
$703K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-651- 90.17% |
$17K - $18.7K
|
71
$2K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-501- 5.24% |
$13.1K - $14.4K
|
9.06K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-399- 4.6% |
$10.4K - $11.5K
|
8.27K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-309- 0.38% |
$8.09K - $8.89K
|
80.7K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-296- 1.5% |
$7.75K - $8.52K
|
19.4K
$547K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-253- 1.54% |
$6.62K - $7.28K
|
16.2K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-249- 0.59% |
$6.52K - $7.16K
|
41.9K
$1.18M
|