Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
659KNew |
$17.2M - $19.9M
|
659K
$21.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
452K+ 20509.4% |
$11.8M - $13.6M
|
454K
$14.6M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
392K+ 209.77% |
$10.2M - $11.8M
|
579K
$18.7M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
305KNew |
$7.96M - $9.22M
|
305K
$9.85M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
259KNew |
$6.75M - $7.81M
|
259K
$8.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
226K+ 15.89% |
$5.89M - $6.82M
|
1.65M
$53.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
179K+ 106.85% |
$4.66M - $5.4M
|
346K
$11.2M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
163K+ 1994.81% |
$4.26M - $4.94M
|
172K
$5.54M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 276.83% |
$4.21M - $4.88M
|
220K
$7.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
148K+ 99.62% |
$3.85M - $4.46M
|
296K
$9.55M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
117KNew |
$3.06M - $3.54M
|
117K
$3.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
110K+ 13.1% |
$2.88M - $3.33M
|
952K
$30.7M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
108K+ 152.05% |
$2.81M - $3.26M
|
179K
$5.77M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
100K+ 4.5% |
$2.62M - $3.03M
|
2.33M
$75.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
96.7K+ 154.52% |
$2.52M - $2.92M
|
159K
$5.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
89.4K+ 25.41% |
$2.33M - $2.7M
|
441K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
81.3KNew |
$2.12M - $2.46M
|
81.3K
$2.63M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
81.2K+ 6.7% |
$2.12M - $2.45M
|
1.29M
$41.8M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
76.6KNew |
$2M - $2.31M
|
76.6K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
69.4K+ 12.63% |
$1.81M - $2.1M
|
619K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.7K+ 161.2% |
$1.56M - $1.8M
|
96.7K
$3.12M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
58.9K+ 11.69% |
$1.54M - $1.78M
|
562K
$18.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
57.7K+ 23.75% |
$1.5M - $1.74M
|
300K
$9.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
54.5K+ 14.85% |
$1.42M - $1.64M
|
421K
$13.6M
|
|
|
May 14, 2025
Q1 2025
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
52.5K+ 11.44% |
$1.37M - $1.59M
|
511K
$16.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
46.1K+ 4.74% |
$1.2M - $1.39M
|
1.02M
$32.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.8K+ 7.83% |
$1.12M - $1.29M
|
589K
$19M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
40.3K+ 260.2% |
$1.05M - $1.22M
|
55.7K
$1.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
39.6K+ 4.81% |
$1.03M - $1.2M
|
863K
$27.9M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39K+ 11.74% |
$1.02M - $1.18M
|
371K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
38.5K+ 9.01% |
$1M - $1.16M
|
465K
$15M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
38.2K+ 16.81% |
$997K - $1.15M
|
265K
$8.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
36.8K+ 76.87% |
$959K - $1.11M
|
84.6K
$2.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
35.7K+ 14.05% |
$931K - $1.08M
|
290K
$9.35M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
35.3KNew |
$921K - $1.07M
|
35.3K
$1.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34K+ 26.15% |
$887K - $1.03M
|
164K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33.7K+ 7.75% |
$879K - $1.02M
|
468K
$15.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33K+ 6.39% |
$862K - $998K
|
550K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30K+ 2.48% |
$782K - $905K
|
1.24M
$39.9M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
29.6K+ 10.74% |
$773K - $896K
|
306K
$9.87M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
29.5K+ 2.84% |
$769K - $890K
|
1.07M
$34.4M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
28.4KNew |
$741K - $859K
|
28.4K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28.3K+ 9.31% |
$739K - $856K
|
333K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2K+ 20.51% |
$685K - $793K
|
154K
$4.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.1K+ 18.05% |
$681K - $788K
|
171K
$5.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25.2K+ 5.38% |
$658K - $762K
|
494K
$15.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
25.2KNew |
$657K - $761K
|
25.2K
$813K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
24.6K+ 11.92% |
$642K - $744K
|
231K
$7.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.6K+ 47.33% |
$615K - $712K
|
73.3K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.9K+ 57.88% |
$597K - $691K
|
62.4K
$2.01M
|