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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6K- 8.69% |
$157K - $181K
|
63K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.52K- 1.61% |
$170K - $197K
|
399K
$12.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6.59K- 0.86% |
$172K - $199K
|
760K
$24.5M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.85K- 1.95% |
$179K - $207K
|
345K
$11.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.23K- 11.36% |
$189K - $218K
|
56.4K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-7.72K- 3.07% |
$201K - $233K
|
244K
$7.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.95K- 96.13% |
$207K - $240K
|
320
$10.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.06K- 4.52% |
$236K - $274K
|
192K
$6.18M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.1K- 10.0% |
$265K - $307K
|
91.3K
$2.95M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10.4K- 3.21% |
$271K - $314K
|
313K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.6K- 5.59% |
$302K - $350K
|
196K
$6.32M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.1K- 5.59% |
$395K - $457K
|
256K
$8.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-15.8K- 6.03% |
$413K - $478K
|
247K
$7.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.9K- 17.09% |
$519K - $601K
|
96.5K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 3.27% |
$523K - $606K
|
593K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.6K- 24.94% |
$537K - $622K
|
62K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.66% |
$541K - $626K
|
760K
$24.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21.1K- 10.9% |
$550K - $636K
|
172K
$5.56M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.7K- 80.47% |
$670K - $776K
|
6.23K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-38.3K- 7.92% |
$999K - $1.16M
|
445K
$14.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-41.6K- 12.99% |
$1.08M - $1.26M
|
278K
$8.99M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-43.6K- 99.82% |
$1.14M - $1.32M
|
80
$2.58K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-44.3K- 84.4% |
$1.16M - $1.34M
|
8.19K
$264K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.9K- 12.47% |
$1.2M - $1.39M
|
322K
$10.4M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-56.3K- 54.37% |
$1.47M - $1.7M
|
47.2K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-56.4K- 20.51% |
$1.47M - $1.7M
|
219K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-56.9K- 61.32% |
$1.49M - $1.72M
|
35.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.8K- 59.38% |
$1.56M - $1.81M
|
40.9K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-61.5K- 6.09% |
$1.6M - $1.86M
|
948K
$30.6M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-83.5K- 11.85% |
$2.18M - $2.52M
|
621K
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-98.6K- 36.0% |
$2.57M - $2.98M
|
175K
$5.66M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-221K- 99.05% |
$5.77M - $6.68M
|
2.13K
$68.7K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-240K- 3.76% |
$6.27M - $7.26M
|
6.15M
$199M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-392K- 67.65% |
$10.2M - $11.8M
|
187K
$6.05M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-437K- 96.39% |
$11.4M - $13.2M
|
16.4K
$528K
|