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
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100- 0.02% |
$2.61K - $3.02K
|
418K
$13.5M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-105- 0.44% |
$2.74K - $3.17K
|
23.9K
$772K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-195- 9.32% |
$5.09K - $5.89K
|
1.9K
$61.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.33% |
$5.22K - $6.04K
|
1.3K
$42K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 2.83% |
$5.82K - $6.74K
|
7.65K
$247K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-232- 0.48% |
$6.05K - $7.01K
|
47.9K
$1.55M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-245- 1.63% |
$6.39K - $7.4K
|
14.7K
$476K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-289- 1.31% |
$7.54K - $8.73K
|
21.7K
$701K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-295- 0.57% |
$7.7K - $8.91K
|
51.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-339- 22.89% |
$8.84K - $10.2K
|
1.14K
$36.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-351- 1.78% |
$9.16K - $10.6K
|
19.4K
$626K
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-487- 1.38% |
$12.7K - $14.7K
|
34.8K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-531- 1.0% |
$13.9K - $16K
|
52.4K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-581- 1.78% |
$15.2K - $17.6K
|
32.1K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-643- 6.49% |
$16.8K - $19.4K
|
9.26K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-650- 1.36% |
$17K - $19.6K
|
47.1K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-711- 84.84% |
$18.5K - $21.5K
|
127
$4.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-731- 0.9% |
$19.1K - $22.1K
|
80.5K
$2.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-735- 6.67% |
$19.2K - $22.2K
|
10.3K
$332K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-948- 3.8% |
$24.7K - $28.6K
|
24K
$774K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-954- 2.55% |
$24.9K - $28.8K
|
36.5K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.05K- 11.64% |
$27.5K - $31.8K
|
8K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 7.14% |
$33.2K - $38.5K
|
16.6K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.31K- 1.5% |
$34.2K - $39.6K
|
86.3K
$2.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 4.83% |
$35.4K - $41K
|
26.8K
$864K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.36K- 94.11% |
$35.5K - $41.1K
|
85
$2.74K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.42K- 7.58% |
$37K - $42.9K
|
17.3K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.51K- 2.28% |
$39.5K - $45.7K
|
64.9K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 54.98% |
$40K - $46.4K
|
1.26K
$40.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.58K- 11.83% |
$41.2K - $47.7K
|
11.8K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.77K- 2.45% |
$46.3K - $53.6K
|
70.5K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 1.47% |
$47.5K - $55K
|
122K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.08K- 2.93% |
$54.3K - $62.9K
|
69.1K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.31K- 9.13% |
$60.2K - $69.7K
|
22.9K
$741K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.46K- 5.67% |
$64.1K - $74.2K
|
40.9K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.49K- 8.48% |
$64.8K - $75.1K
|
26.8K
$865K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-2.52K- 1.87% |
$65.8K - $76.2K
|
132K
$4.28M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.74K- 2.83% |
$71.4K - $82.7K
|
94.1K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 0.85% |
$73.7K - $85.4K
|
331K
$10.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-3.08K- 4.39% |
$80.3K - $93K
|
67.1K
$2.16M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.17K- 8.92% |
$82.7K - $95.8K
|
32.4K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.85K- 14.34% |
$100K - $116K
|
23K
$743K
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.88K- 34.11% |
$101K - $117K
|
7.5K
$242K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 6.75% |
$102K - $118K
|
54K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.14K- 0.4% |
$108K - $125K
|
1.04M
$33.6M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.24K- 7.99% |
$111K - $128K
|
48.9K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 82.52% |
$112K - $130K
|
910
$29.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.37K- 2.37% |
$114K - $132K
|
180K
$5.8M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.58K- 3.11% |
$120K - $138K
|
143K
$4.61M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.01K- 1.12% |
$131K - $151K
|
443K
$14.3M
|