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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.94K- 20.99% |
$76.3K - $96.9K
|
11.1K
$389K
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.09K- 1.01% |
$80K - $102K
|
303K
$10.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-3.19K- 1.31% |
$82.6K - $105K
|
240K
$8.44M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.24K- 1.69% |
$84K - $107K
|
188K
$6.61M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.46K- 3.79% |
$89.8K - $114K
|
87.9K
$3.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-3.61K- 3.91% |
$93.5K - $119K
|
88.5K
$3.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-3.76K- 2.09% |
$97.4K - $124K
|
176K
$6.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.96K- 2.18% |
$103K - $130K
|
178K
$6.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-4.15K- 8.81% |
$108K - $137K
|
42.9K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.78K- 31.53% |
$124K - $157K
|
10.4K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.22K- 1.62% |
$135K - $172K
|
317K
$11.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.44K- 1.22% |
$141K - $179K
|
440K
$15.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.51K- 13.07% |
$169K - $214K
|
43.3K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.84K- 51.06% |
$177K - $225K
|
6.56K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-6.9K- 17.72% |
$179K - $227K
|
32K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-6.92K- 2.71% |
$179K - $228K
|
249K
$8.72M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.94K- 11.2% |
$180K - $228K
|
55K
$1.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.03K- 2.17% |
$182K - $231K
|
317K
$11.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-7.25K- 5.18% |
$188K - $239K
|
133K
$4.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-7.41K- 5.32% |
$192K - $244K
|
132K
$4.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.4K- 3.02% |
$218K - $276K
|
270K
$9.47M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.6K- 6.28% |
$223K - $283K
|
128K
$4.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-8.83K- 2.96% |
$229K - $291K
|
289K
$10.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-9.08K- 39.56% |
$235K - $299K
|
13.9K
$486K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 3.0% |
$267K - $338K
|
332K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 69.17% |
$272K - $346K
|
4.68K
$164K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-12.8K- 1.68% |
$332K - $421K
|
748K
$26.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.8K- 3.11% |
$333K - $422K
|
399K
$14M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.9K- 2.52% |
$359K - $456K
|
536K
$18.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-14K- 34.14% |
$362K - $460K
|
26.9K
$945K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-14.2K- 5.77% |
$369K - $468K
|
232K
$8.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14.7K- 31.09% |
$381K - $483K
|
32.5K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15K- 36.64% |
$389K - $494K
|
25.9K
$910K
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-15.2K- 17.53% |
$393K - $499K
|
71.4K
$2.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-17.8K- 6.32% |
$462K - $587K
|
264K
$9.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-19.2K- 6.07% |
$499K - $633K
|
297K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-19.7K- 1.94% |
$512K - $649K
|
999K
$35M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-19.9K- 6.37% |
$517K - $656K
|
293K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.5K- 6.83% |
$531K - $673K
|
279K
$9.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-21K- 4.77% |
$546K - $692K
|
420K
$14.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-21.8K- 5.05% |
$565K - $718K
|
410K
$14.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-22.2K- 36.27% |
$575K - $729K
|
38.9K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-22.4K- 16.58% |
$581K - $738K
|
113K
$3.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-23.2K- 8.92% |
$602K - $765K
|
237K
$8.33M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26K- 13.86% |
$673K - $854K
|
161K
$5.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-30.5K- 6.55% |
$791K - $1M
|
435K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-32.8K- 3.8% |
$850K - $1.08M
|
830K
$29.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-33.1K- 2.56% |
$858K - $1.09M
|
1.26M
$44.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-36.3K- 37.6% |
$941K - $1.19M
|
60.2K
$2.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40.1K- 22.87% |
$1.04M - $1.32M
|
135K
$4.74M
|