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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-185K- 28.31% |
$4.82M - $5.39M
|
468K
$12.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-177K- 76.94% |
$4.61M - $5.16M
|
53K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-127K- 56.85% |
$3.3M - $3.69M
|
96K
$2.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-117K- 39.03% |
$3.05M - $3.41M
|
183K
$4.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-116K- 51.01% |
$3.03M - $3.4M
|
112K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80.3K- 34.61% |
$2.09M - $2.34M
|
152K
$4.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-29.8K- 13.23% |
$776K - $869K
|
195K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.5K- 6.91% |
$637K - $714K
|
329K
$8.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.1K- 43.47% |
$576K - $645K
|
28.7K
$762K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 62.72% |
$483K - $541K
|
11K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 99.03% |
$441K - $493K
|
166
$4.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-12.4K- 3.31% |
$324K - $363K
|
363K
$9.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 3.41% |
$296K - $331K
|
322K
$8.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-9.01K- 1.18% |
$235K - $263K
|
754K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.45K- 8.96% |
$220K - $246K
|
85.9K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.14K- 5.72% |
$212K - $237K
|
134K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.52K- 1.79% |
$196K - $220K
|
412K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.23K- 41.88% |
$136K - $153K
|
7.25K
$192K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 4.44% |
$73.9K - $82.8K
|
61.1K
$1.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.82K- 1.08% |
$73.4K - $82.2K
|
257K
$6.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.61K- 3.37% |
$67.9K - $76K
|
74.6K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.25K- 1.46% |
$58.6K - $65.6K
|
151K
$4.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.16K- 3.07% |
$56.3K - $63K
|
68.2K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 5.28% |
$52K - $58.3K
|
35.8K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.95K- 10.58% |
$50.7K - $56.8K
|
16.4K
$436K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.56K- 52.93% |
$40.8K - $45.6K
|
1.39K
$36.9K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 6.37% |
$30.3K - $33.9K
|
17.1K
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.1K- 1.72% |
$28.8K - $32.2K
|
63.2K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 5.87% |
$28.5K - $31.9K
|
17.5K
$464K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.1% |
$27.4K - $30.7K
|
8.42K
$223K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.04K- 4.9% |
$27K - $30.2K
|
20.1K
$532K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-907- 3.4% |
$23.6K - $26.5K
|
25.7K
$682K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-801- 58.64% |
$20.9K - $23.4K
|
565
$15K
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-667- 0.75% |
$17.4K - $19.5K
|
88.7K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-620- 0.35% |
$16.2K - $18.1K
|
175K
$4.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-615- 1.4% |
$16K - $17.9K
|
43.3K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-606- 45.63% |
$15.8K - $17.7K
|
722
$19.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-500- 2.91% |
$13K - $14.6K
|
16.7K
$442K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-499- 5.44% |
$13K - $14.6K
|
8.67K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-392- 3.94% |
$10.2K - $11.4K
|
9.56K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-349- 2.63% |
$9.09K - $10.2K
|
12.9K
$342K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-263- 0.04% |
$6.85K - $7.67K
|
627K
$16.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-262- 0.2% |
$6.83K - $7.65K
|
131K
$3.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-199- 0.16% |
$5.19K - $5.81K
|
122K
$3.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-188- 1.05% |
$4.9K - $5.49K
|
17.7K
$468K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-128- 0.24% |
$3.34K - $3.74K
|
53.9K
$1.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-127- 0.47% |
$3.31K - $3.71K
|
27.1K
$718K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.61% |
$2.16K - $2.42K
|
13.5K
$358K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-30- 0.08% |
$782 - $875
|
38.3K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-16- 0.07% |
$417 - $467
|
21.4K
$567K
|