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, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.26K- 1.73% |
$107K - $117K
|
185K
$6.65M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.24K- 5.94% |
$106K - $116K
|
51.2K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.18K- 1.07% |
$104K - $114K
|
295K
$10.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.04K- 0.69% |
$99.7K - $109K
|
437K
$15.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3K- 1.86% |
$98.4K - $107K
|
158K
$5.69M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-2.6K- 2.94% |
$85.2K - $93K
|
85.9K
$3.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.58K- 8.58% |
$84.5K - $92.3K
|
27.5K
$987K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.51K- 0.68% |
$82.4K - $89.9K
|
369K
$13.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.39K- 17.78% |
$78.4K - $85.6K
|
11.1K
$397K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.37K- 20.81% |
$77.7K - $84.8K
|
9.02K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-2.33K- 5.77% |
$76.4K - $83.4K
|
38.1K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-2.25K- 1.99% |
$73.7K - $80.5K
|
111K
$3.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.2K- 5.09% |
$72.1K - $78.7K
|
41.1K
$1.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.15K- 0.48% |
$70.6K - $77.1K
|
443K
$15.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.07K- 12.24% |
$68K - $74.2K
|
14.9K
$534K
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.82K- 3.72% |
$59.6K - $65.1K
|
47.1K
$1.69M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.78K- 17.11% |
$58.5K - $63.8K
|
8.65K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-1.38K- 1.03% |
$45.3K - $49.5K
|
132K
$4.75M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.3K- 0.66% |
$42.7K - $46.6K
|
195K
$7.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.25K- 13.08% |
$40.8K - $44.6K
|
8.28K
$297K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.24K- 0.3% |
$40.7K - $44.4K
|
409K
$14.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.22K- 1.34% |
$39.9K - $43.5K
|
89.5K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 1.67% |
$39.3K - $42.9K
|
70.5K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.18K- 1.0% |
$38.5K - $42.1K
|
116K
$4.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 0.9% |
$37.8K - $41.3K
|
127K
$4.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1.09K- 3.35% |
$35.8K - $39K
|
31.4K
$1.13M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.06K- 3.3% |
$34.8K - $38K
|
31.1K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.05K- 0.63% |
$34.5K - $37.7K
|
166K
$5.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.05K- 2.11% |
$34.3K - $37.5K
|
48.5K
$1.74M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-959- 4.46% |
$31.4K - $34.3K
|
20.5K
$737K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-910- 3.38% |
$29.8K - $32.6K
|
26K
$935K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-868- 3.83% |
$28.5K - $31.1K
|
21.8K
$783K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-843- 3.05% |
$27.6K - $30.2K
|
26.8K
$963K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-750- 3.7% |
$24.6K - $26.8K
|
19.5K
$701K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-704- 1.71% |
$23.1K - $25.2K
|
40.6K
$1.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-689- 10.81% |
$22.6K - $24.7K
|
5.69K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-604- 2.61% |
$19.8K - $21.6K
|
22.6K
$810K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-600- 1.01% |
$19.7K - $21.5K
|
58.5K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-582- 0.47% |
$19.1K - $20.8K
|
124K
$4.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-562- 2.03% |
$18.4K - $20.1K
|
27.2K
$977K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-526- 0.68% |
$17.2K - $18.8K
|
76.8K
$2.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-486- 0.77% |
$15.9K - $17.4K
|
62.5K
$2.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-480- 43.36% |
$15.7K - $17.2K
|
627
$22.5K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-464- 3.14% |
$15.2K - $16.6K
|
14.3K
$513K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-386- 0.87% |
$12.7K - $13.8K
|
44K
$1.58M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-321- 1.97% |
$10.5K - $11.5K
|
16K
$574K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-259- 3.95% |
$8.49K - $9.27K
|
6.29K
$226K
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-220- 68.75% |
$7.21K - $7.87K
|
100
$3.59K
|
|
|
Nov 12, 2025
Q3 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-129- 0.3% |
$4.23K - $4.62K
|
42.8K
$1.54M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-108- 0.35% |
$3.54K - $3.87K
|
30.7K
$1.1M
|
|