Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
469KNew |
$15.4M - $16.8M
|
469K
$16.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
331K+ 1314.58% |
$10.9M - $11.9M
|
356K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
240K+ 30.92% |
$7.88M - $8.6M
|
1.02M
$35.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
177K+ 125.34% |
$5.82M - $6.35M
|
319K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
168K+ 16.24% |
$5.5M - $6.01M
|
1.2M
$42.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
134K+ 119.02% |
$4.39M - $4.79M
|
246K
$8.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
119K+ 157.86% |
$3.91M - $4.26M
|
195K
$6.83M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
114KNew |
$3.75M - $4.09M
|
114K
$4.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
110K+ 11.09% |
$3.59M - $3.92M
|
1.1M
$38.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
77.7K+ 12.12% |
$2.55M - $2.78M
|
718K
$25.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
75.9K+ 3.73% |
$2.49M - $2.72M
|
2.11M
$73.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
71.9K+ 925.39% |
$2.36M - $2.57M
|
79.7K
$2.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69K+ 15.5% |
$2.26M - $2.47M
|
514K
$18M
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
53.6KNew |
$1.76M - $1.92M
|
53.6K
$1.88M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.2K+ 79.69% |
$1.74M - $1.9M
|
120K
$4.21M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
52.3K+ 10.36% |
$1.71M - $1.87M
|
557K
$19.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
42.6K+ 20.07% |
$1.4M - $1.53M
|
255K
$8.94M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
39.9K+ 142.6% |
$1.31M - $1.43M
|
67.9K
$2.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
30.6K+ 6.51% |
$1M - $1.1M
|
501K
$17.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
29.1K+ 6.17% |
$953K - $1.04M
|
500K
$17.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
28.3K+ 8.23% |
$927K - $1.01M
|
372K
$13.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
24.5K+ 11.36% |
$803K - $876K
|
240K
$8.42M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
24.1K+ 2.88% |
$789K - $861K
|
861K
$30.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
21.4K+ 40.79% |
$700K - $764K
|
73.7K
$2.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.4K+ 0.33% |
$636K - $695K
|
5.86M
$206M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
16K+ 6.44% |
$525K - $573K
|
265K
$9.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
15K+ 15.06% |
$491K - $536K
|
114K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 32.89% |
$480K - $524K
|
59.1K
$2.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
13.5K+ 6.78% |
$444K - $485K
|
213K
$7.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
13.4K+ 72.94% |
$440K - $481K
|
31.8K
$1.12M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
12.5K+ 2.8% |
$411K - $449K
|
461K
$16.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.3K+ 5.56% |
$369K - $403K
|
214K
$7.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9KNew |
$357K - $390K
|
10.9K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10.9K+ 1.77% |
$357K - $389K
|
625K
$21.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
10.1K+ 2.33% |
$332K - $362K
|
445K
$15.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.67K+ 0.16% |
$317K - $346K
|
5.91M
$207M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.83KNew |
$289K - $316K
|
8.83K
$310K
|
|
|
Nov 03, 2025
Q3 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8.69K+ 32.02% |
$285K - $311K
|
35.8K
$1.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.53K+ 2.69% |
$280K - $305K
|
326K
$11.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.65K+ 42.6% |
$251K - $274K
|
25.6K
$898K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
7.57KNew |
$248K - $271K
|
7.57K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
7.5K+ 5.25% |
$246K - $268K
|
150K
$5.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.56K+ 9.51% |
$215K - $235K
|
75.5K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.96KNew |
$195K - $213K
|
5.96K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
5.95KNew |
$195K - $213K
|
5.95K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.92K+ 2.16% |
$194K - $212K
|
280K
$9.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
5.88K+ 34.18% |
$193K - $211K
|
23.1K
$810K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.45K+ 10.61% |
$179K - $195K
|
56.8K
$1.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.83KNew |
$158K - $173K
|
4.83K
$170K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.69K+ 14.6% |
$154K - $168K
|
36.8K
$1.29M
|