Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.84M+ 455083.97% |
$152M - $192M
|
5.84M
$198M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
448KNew |
$11.6M - $14.7M
|
448K
$15.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
187K+ 28.7% |
$4.84M - $6.14M
|
837K
$28.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
107K+ 31.01% |
$2.78M - $3.53M
|
453K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
71.9K+ 206.77% |
$1.86M - $2.37M
|
107K
$3.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60.8K+ 86.54% |
$1.58M - $2M
|
131K
$4.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54.5KNew |
$1.41M - $1.79M
|
54.5K
$1.85M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
49.2K+ 11.69% |
$1.28M - $1.62M
|
470K
$16M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
43.3K+ 14.43% |
$1.12M - $1.43M
|
344K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43.1K+ 160.03% |
$1.12M - $1.42M
|
70K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
41.8K+ 26.0% |
$1.08M - $1.38M
|
203K
$6.88M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.6K+ 24.39% |
$1.08M - $1.37M
|
212K
$7.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
40.3K+ 4.25% |
$1.04M - $1.33M
|
988K
$33.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.1K+ 6.12% |
$935K - $1.19M
|
625K
$21.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 94.49% |
$865K - $1.1M
|
68.6K
$2.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
31.1K+ 38.21% |
$806K - $1.02M
|
112K
$3.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
22KNew |
$571K - $724K
|
22K
$747K
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.8KNew |
$514K - $652K
|
19.8K
$673K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.4K+ 9.72% |
$502K - $638K
|
219K
$7.43M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 37.87% |
$476K - $604K
|
66.8K
$2.27M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.8K+ 9.01% |
$462K - $586K
|
215K
$7.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
17.3K+ 20.43% |
$448K - $569K
|
102K
$3.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14.4KNew |
$373K - $473K
|
14.4K
$488K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
14.2K+ 21.2% |
$369K - $468K
|
81.3K
$2.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$313K - $398K
|
12.1K
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 9.64% |
$284K - $360K
|
124K
$4.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10.8K+ 63.59% |
$281K - $356K
|
27.8K
$945K
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 2.14% |
$274K - $347K
|
505K
$17.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$259K - $329K
|
10K
$339K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.43K+ 3.18% |
$219K - $278K
|
274K
$9.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
8.38K+ 12.48% |
$217K - $276K
|
75.5K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.78K+ 21.18% |
$202K - $256K
|
44.5K
$1.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.6KNew |
$197K - $250K
|
7.6K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.53KNew |
$195K - $248K
|
7.53K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.33K+ 1.21% |
$190K - $241K
|
614K
$20.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7.28K+ 63.1% |
$189K - $240K
|
18.8K
$639K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.71K+ 1.84% |
$174K - $221K
|
371K
$12.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.65KNew |
$173K - $219K
|
6.65K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.55KNew |
$170K - $216K
|
6.55K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6.3K+ 8.87% |
$163K - $207K
|
77.3K
$2.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.29KNew |
$163K - $207K
|
6.29K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.72K+ 4.35% |
$148K - $188K
|
137K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.97K+ 4.43% |
$129K - $163K
|
117K
$3.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.82K+ 36.7% |
$125K - $159K
|
17.9K
$609K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.44K+ 5.15% |
$115K - $146K
|
90.8K
$3.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04K+ 8.53% |
$105K - $133K
|
51.4K
$1.74M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.97K+ 5.67% |
$103K - $131K
|
73.9K
$2.51M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.89K+ 2.82% |
$101K - $128K
|
142K
$4.81M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3.67K+ 2.77% |
$95.2K - $121K
|
136K
$4.62M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.63K+ 1.27% |
$94.1K - $119K
|
288K
$9.79M
|