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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-218- 0.81% |
$5.71K - $6.27K
|
26.9K
$792K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-209- 1.86% |
$5.47K - $6.01K
|
11K
$325K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-168- 0.11% |
$4.4K - $4.83K
|
151K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-96- 7.58% |
$2.51K - $2.76K
|
1.17K
$34.5K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-88- 2.28% |
$2.3K - $2.53K
|
3.77K
$111K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.14% |
$890 - $978
|
24K
$709K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-12- 0.21% |
$314 - $345
|
5.84K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.13% |
$236 - $259
|
6.87K
$203K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$78.5 - $86.3
|
15.6K
$461K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$26.2 - $28.8
|
21.4K
$631K
|
|
| Q3 2024 | |||||||
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-177K- 76.94% |
$4.61M - $5.16M
|
53K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 99.03% |
$441K - $493K
|
166
$4.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.56K- 52.93% |
$40.8K - $45.6K
|
1.39K
$41K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.1% |
$27.4K - $30.7K
|
8.42K
$248K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-801- 58.64% |
$20.9K - $23.4K
|
565
$16.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.61% |
$2.16K - $2.42K
|
13.5K
$398K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 26.2% |
$852K - $928K
|
91.5K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.93K- 22.05% |
$76.8K - $83.6K
|
10.3K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-560- 5.35% |
$14.7K - $16K
|
9.9K
$292K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-438- 25.44% |
$11.5K - $12.5K
|
1.28K
$37.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-166- 0.24% |
$4.35K - $4.74K
|
68.9K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-122- 3.95% |
$3.2K - $3.48K
|
2.97K
$87.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 92.42% |
$3.2K - $3.48K
|
10
$295
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-52.5K- 32.73% |
$1.3M - $1.43M
|
108K
$3.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41.8K- 91.96% |
$1.03M - $1.14M
|
3.65K
$108K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.59K- 38.94% |
$215K - $248K
|
15K
$443K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-812- 1.82% |
$18.2K - $21K
|
43.8K
$1.29M
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-153K- 68.55% |
$3.56M - $3.84M
|
70.1K
$2.07M
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-9K- 45.59% |
$207K - $221K
|
10.7K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-979- 4.02% |
$22.5K - $24.1K
|
23.4K
$690K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-880- 7.36% |
$20.2K - $21.6K
|
11.1K
$327K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140KClosed |
$3.13M - $3.46M
|
0
$0
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-114K- 32.89% |
$2.09M - $2.57M
|
232K
$6.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-25.2K- 31.1% |
$463K - $569K
|
55.8K
$1.65M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.26KClosed |
$78.2K - $96.1K
|
0
$0
|
|