Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q4 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
495K+ 133.07% |
$17.4M - $18M
|
867K
$31.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
450K+ 1222.64% |
$15.8M - $16.3M
|
487K
$17.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
327KNew |
$11.5M - $11.9M
|
327K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
170K+ 1186.02% |
$5.94M - $6.15M
|
184K
$6.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
92.7K+ 77.27% |
$3.25M - $3.37M
|
213K
$7.64M
|
|
|
Jan 21, 2026
Q4 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
83.7KNew |
$2.94M - $3.04M
|
83.7K
$3.01M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
82.1K+ 32.2% |
$2.88M - $2.98M
|
337K
$12.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
49.5K+ 2.35% |
$1.73M - $1.8M
|
2.16M
$77.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
45.4K+ 4.14% |
$1.59M - $1.65M
|
1.14M
$41.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
44.3K+ 22.79% |
$1.55M - $1.61M
|
239K
$8.58M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
29.3K+ 54.67% |
$1.03M - $1.06M
|
82.9K
$2.98M
|
|
|
Jan 23, 2026
Q4 2025
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
BUY
|
- |
28KNew |
$983K - $1.02M
|
28K
$1.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
27.5K+ 37.32% |
$965K - $999K
|
101K
$3.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
25.1K+ 21.91% |
$879K - $910K
|
139K
$5.01M
|
|
|
Jan 21, 2026
Q4 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
24.2K+ 4.83% |
$848K - $878K
|
525K
$18.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
22.8KNew |
$799K - $828K
|
22.8K
$819K
|
|
|
Jan 20, 2026
Q4 2025
|
Hbe Wealth Management, LLC
Lincoln, NE |
BUY
|
- |
22.8KNew |
$799K - $827K
|
22.8K
$819K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19.5K+ 15.33% |
$683K - $707K
|
147K
$5.27M
|
|
|
Jan 20, 2026
Q4 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
19K+ 3.04% |
$665K - $689K
|
644K
$23.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
15.7K+ 20.41% |
$550K - $570K
|
92.6K
$3.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
11.5K+ 9.9% |
$402K - $417K
|
127K
$4.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
11.1K+ 10.79% |
$390K - $404K
|
114K
$4.1M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
10.6K+ 16.17% |
$372K - $385K
|
76.3K
$2.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
8.34K+ 110.17% |
$292K - $303K
|
15.9K
$572K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.19K+ 0.14% |
$287K - $297K
|
5.87M
$211M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
8.1K+ 4.73% |
$284K - $294K
|
179K
$6.44M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
8.03K+ 8.41% |
$282K - $292K
|
104K
$3.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.98KNew |
$280K - $290K
|
7.98K
$287K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.42KNew |
$190K - $197K
|
5.42K
$195K
|
|
|
Jan 21, 2026
Q4 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.18K+ 1.72% |
$146K - $152K
|
248K
$8.89M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
BUY
|
- |
4.02K+ 1.88% |
$141K - $146K
|
217K
$7.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 12.36% |
$121K - $125K
|
31.3K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
3.08K+ 3.27% |
$108K - $112K
|
97.3K
$3.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
2.6K+ 0.93% |
$91.1K - $94.3K
|
282K
$10.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.56K+ 13.83% |
$89.9K - $93.1K
|
21.1K
$758K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
2.56K+ 0.87% |
$89.7K - $92.9K
|
295K
$10.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.52K+ 0.62% |
$88.4K - $91.5K
|
411K
$14.8M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.18K+ 3.73% |
$76.5K - $79.2K
|
60.7K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.94K+ 0.86% |
$68.2K - $70.6K
|
228K
$8.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.92KNew |
$67.3K - $69.7K
|
1.92K
$69K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.46K+ 14.16% |
$51.3K - $53.1K
|
11.8K
$424K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.38K+ 1.82% |
$48.3K - $50.1K
|
77.1K
$2.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
1.32K+ 1.0% |
$46.3K - $48K
|
134K
$4.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.12K+ 1.04% |
$39.3K - $40.7K
|
109K
$3.91M
|
|
|
Jan 06, 2026
Q4 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.06K+ 0.82% |
$37K - $38.3K
|
130K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
989+ 8.48% |
$34.7K - $35.9K
|
12.7K
$455K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
929+ 1.17% |
$32.6K - $33.7K
|
80.5K
$2.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
927New |
$32.5K - $33.7K
|
927
$33.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
890+ 2.79% |
$31.2K - $32.3K
|
32.8K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
872+ 3.25% |
$30.6K - $31.7K
|
27.7K
$994K
|
|