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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.7K+ 3.14% |
$592K - $686K
|
745K
$24.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 82.57% |
$572K - $662K
|
48.4K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
21.5K+ 7.11% |
$562K - $650K
|
324K
$10.5M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
21.5K+ 7.28% |
$560K - $649K
|
317K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.2K+ 5.76% |
$554K - $642K
|
390K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
20.5K+ 7.82% |
$534K - $618K
|
282K
$9.11M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.7K+ 13.21% |
$514K - $596K
|
169K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.4K+ 2.69% |
$481K - $557K
|
702K
$22.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
18.1K+ 3.08% |
$473K - $548K
|
606K
$19.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.9K+ 9.98% |
$468K - $542K
|
198K
$6.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7KNew |
$462K - $535K
|
17.7K
$571K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
17.5KNew |
$456K - $528K
|
17.5K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
16.9K+ 4.87% |
$442K - $511K
|
365K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
16.9K+ 9.47% |
$440K - $510K
|
195K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.8K+ 5.17% |
$439K - $509K
|
342K
$11.1M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.8K+ 71.71% |
$439K - $508K
|
40.3K
$1.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
15.1K+ 9.05% |
$393K - $455K
|
182K
$5.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 115.07% |
$391K - $453K
|
28K
$905K
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
14.8K+ 15.6% |
$386K - $447K
|
110K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
14.6K+ 34.87% |
$381K - $441K
|
56.5K
$1.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.4K+ 25.04% |
$375K - $434K
|
71.7K
$2.31M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
14.3K+ 27.04% |
$373K - $431K
|
67.1K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
14K+ 39.2% |
$366K - $423K
|
49.8K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13.6K+ 74.32% |
$356K - $412K
|
32K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.6K+ 3.25% |
$355K - $411K
|
432K
$13.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
13.1KNew |
$343K - $397K
|
13.1K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
12K+ 10.01% |
$312K - $361K
|
131K
$4.24M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.7K+ 102.12% |
$279K - $324K
|
21.2K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.63KNew |
$251K - $291K
|
9.63K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
9.52KNew |
$248K - $288K
|
9.52K
$307K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9.5K+ 3.45% |
$248K - $287K
|
285K
$9.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
9.39K+ 16.32% |
$245K - $284K
|
66.9K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
9.35K+ 8.28% |
$244K - $282K
|
122K
$3.95M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
9.3K+ 3.22% |
$243K - $281K
|
298K
$9.63M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.71K+ 11.54% |
$227K - $263K
|
84.2K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.6K+ 8.95% |
$224K - $260K
|
105K
$3.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.59K+ 13.93% |
$224K - $259K
|
70.2K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.05KNew |
$210K - $243K
|
8.05K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.95K+ 12.82% |
$207K - $240K
|
70K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.64KNew |
$199K - $231K
|
7.64K
$247K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.57KNew |
$198K - $229K
|
7.57K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.56K+ 1.87% |
$197K - $228K
|
412K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.51K+ 15.42% |
$196K - $227K
|
56.2K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
7.45KNew |
$194K - $225K
|
7.45K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.37K+ 40.81% |
$192K - $223K
|
25.4K
$820K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
7.36K+ 4.8% |
$192K - $222K
|
161K
$5.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.34K+ 413.93% |
$191K - $222K
|
9.11K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23KNew |
$189K - $218K
|
7.23K
$233K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.23K+ 3.76% |
$189K - $218K
|
199K
$6.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.14KNew |
$186K - $216K
|
7.14K
$231K
|