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 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.02% |
$77.8 - $98.7
|
15.2K
$534K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$25.9 - $32.9
|
122K
$4.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14- 0.2% |
$363 - $461
|
6.86K
$241K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 7.41% |
$415 - $527
|
200
$7.02K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24- 0.08% |
$622 - $790
|
30.8K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74- 0.31% |
$1.92K - $2.44K
|
23.5K
$824K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-86- 0.24% |
$2.23K - $2.83K
|
36.4K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-154- 0.95% |
$3.99K - $5.07K
|
16K
$563K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-175- 0.54% |
$4.54K - $5.76K
|
32.2K
$1.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-199- 1.02% |
$5.16K - $6.55K
|
19.2K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-304- 0.44% |
$7.88K - $10K
|
68.6K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-317- 0.49% |
$8.22K - $10.4K
|
64.6K
$2.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-370- 3.15% |
$9.59K - $12.2K
|
11.4K
$400K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-399- 5.77% |
$10.3K - $13.1K
|
6.52K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-419- 1.82% |
$10.9K - $13.8K
|
22.6K
$792K
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-425- 0.67% |
$11K - $14K
|
63K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-536- 0.9% |
$13.9K - $17.6K
|
58.9K
$2.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-554- 5.37% |
$14.4K - $18.2K
|
9.75K
$342K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-605- 4.55% |
$15.7K - $19.9K
|
12.7K
$445K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-668- 2.35% |
$17.3K - $22K
|
27.8K
$974K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-669- 0.09% |
$17.3K - $22K
|
745K
$26.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-759- 3.17% |
$19.7K - $25K
|
23.2K
$812K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-763- 4.31% |
$19.8K - $25.1K
|
16.9K
$594K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-773- 3.3% |
$20K - $25.4K
|
22.7K
$795K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-850- 4.5% |
$22K - $28K
|
18.1K
$633K
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-870- 19.46% |
$22.6K - $28.6K
|
3.6K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-903- 1.14% |
$23.4K - $29.7K
|
78.5K
$2.75M
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.13K- 2.36% |
$29.3K - $37.2K
|
46.7K
$1.64M
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.17K- 6.69% |
$30.3K - $38.5K
|
16.3K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.27K- 16.57% |
$32.8K - $41.7K
|
6.37K
$224K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.3K- 17.32% |
$33.7K - $42.8K
|
6.2K
$217K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 5.48% |
$34.1K - $43.3K
|
22.7K
$795K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.34K- 14.75% |
$34.8K - $44.2K
|
7.77K
$273K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.59K- 17.2% |
$41.3K - $52.4K
|
7.67K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.62K- 3.52% |
$42K - $53.2K
|
44.4K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.66K- 1.74% |
$43.1K - $54.8K
|
93.8K
$3.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 1.76% |
$43.2K - $54.8K
|
93.2K
$3.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-1.79K- 8.11% |
$46.4K - $58.9K
|
20.3K
$711K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.8K- 0.7% |
$46.6K - $59.2K
|
257K
$9.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.82K- 1.24% |
$47.3K - $60K
|
145K
$5.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.93K- 1.53% |
$50.1K - $63.6K
|
124K
$4.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.03K- 6.32% |
$52.6K - $66.8K
|
30.1K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.07K- 65.16% |
$53.7K - $68.1K
|
1.11K
$38.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2.1K- 12.12% |
$54.4K - $69.1K
|
15.2K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.13K- 12.85% |
$55.2K - $70K
|
14.4K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.48K- 16.8% |
$64.2K - $81.5K
|
12.3K
$430K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.5K- 15.66% |
$64.7K - $82.2K
|
13.4K
$472K
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.82K- 5.39% |
$73.2K - $92.9K
|
49.5K
$1.74M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-2.86K- 1.22% |
$74.2K - $94.2K
|
233K
$8.16M
|