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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.12KNew |
$186K - $215K
|
7.12K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.96K+ 57.18% |
$182K - $210K
|
19.1K
$618K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.94KNew |
$181K - $210K
|
6.94K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.92KNew |
$180K - $209K
|
6.92K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.63K+ 8.83% |
$173K - $200K
|
81.7K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.31K+ 11.51% |
$165K - $191K
|
61.1K
$1.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.06KNew |
$158K - $183K
|
6.06K
$196K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.18K+ 3.86% |
$135K - $156K
|
139K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.06K+ 5.6% |
$132K - $153K
|
95.5K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5K+ 1.07% |
$130K - $151K
|
474K
$15.3M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.93K+ 5.48% |
$129K - $149K
|
94.9K
$3.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.93K+ 1.93% |
$129K - $149K
|
261K
$8.41M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.85K+ 6.5% |
$126K - $146K
|
79.4K
$2.56M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
4.82K+ 3.63% |
$126K - $146K
|
138K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.8K+ 9.35% |
$125K - $145K
|
56.2K
$1.81M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.77K+ 17.97% |
$124K - $144K
|
31.3K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.52K+ 14.04% |
$118K - $137K
|
36.7K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.47K+ 41.62% |
$117K - $135K
|
15.2K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.98K+ 5.81% |
$104K - $120K
|
72.5K
$2.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
3.84K+ 2.88% |
$100K - $116K
|
137K
$4.42M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.81K+ 8.33% |
$99.4K - $115K
|
49.6K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.77K+ 3.44% |
$98.4K - $114K
|
113K
$3.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.75K+ 18.91% |
$97.8K - $113K
|
23.6K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.62K+ 2.75% |
$94.5K - $109K
|
135K
$4.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.62K+ 17.12% |
$94.3K - $109K
|
24.7K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.61K+ 10.75% |
$94.2K - $109K
|
37.2K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3.54K+ 28.49% |
$92.2K - $107K
|
15.9K
$515K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.27K+ 36.56% |
$85.2K - $98.7K
|
12.2K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.25K+ 2.98% |
$84.8K - $98.2K
|
112K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.07K+ 2.22% |
$80.1K - $92.7K
|
141K
$4.56M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.92K+ 15.69% |
$76.3K - $88.3K
|
21.6K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.85K+ 30.5% |
$74.2K - $85.9K
|
12.2K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.82K+ 4.65% |
$73.5K - $85.2K
|
63.4K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.79KNew |
$72.8K - $84.3K
|
2.79K
$90.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
2.55K+ 3.73% |
$66.6K - $77.1K
|
71K
$2.29M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.48K+ 2.07% |
$64.6K - $74.8K
|
122K
$3.94M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.39K+ 19.96% |
$62.4K - $72.3K
|
14.4K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.31K+ 28.82% |
$60.2K - $69.7K
|
10.3K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.29K+ 1.66% |
$59.8K - $69.2K
|
140K
$4.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.26K+ 1.47% |
$58.9K - $68.2K
|
155K
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
2.25K+ 14.0% |
$58.6K - $67.8K
|
18.3K
$590K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
2.1K+ 4.65% |
$54.9K - $63.5K
|
47.3K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 15.59% |
$53.4K - $61.9K
|
15.2K
$490K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
1.99K+ 8.22% |
$51.8K - $60K
|
26.2K
$844K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 6.39% |
$48.4K - $56K
|
30.9K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 0.5% |
$38.6K - $44.7K
|
300K
$9.68M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.43K+ 2.5% |
$37.4K - $43.3K
|
58.8K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.42K+ 24.25% |
$36.9K - $42.8K
|
7.26K
$234K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 15.9% |
$36.6K - $42.3K
|
10.2K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.4K+ 8.97% |
$36.5K - $42.3K
|
17K
$549K
|