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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.48K+ 5.71% |
$147K - $160K
|
83K
$2.91M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.38K+ 18.63% |
$144K - $157K
|
27.9K
$978K
|
|
|
Oct 08, 2025
Q3 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
4.15K+ 14.93% |
$136K - $149K
|
32K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.83K+ 4.55% |
$126K - $137K
|
88.1K
$3.09M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.29K+ 2.83% |
$108K - $118K
|
119K
$4.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
3.21K+ 3.53% |
$105K - $115K
|
94.3K
$3.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
2.88K+ 1.2% |
$94.4K - $103K
|
243K
$8.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.81K+ 2.01% |
$92.2K - $101K
|
143K
$5.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.71K+ 2.18% |
$88.8K - $96.9K
|
127K
$4.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.63K+ 0.42% |
$86.3K - $94.2K
|
628K
$22M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.57K+ 4.56% |
$84.1K - $91.8K
|
58.8K
$2.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
2.51KNew |
$82.4K - $90K
|
2.51K
$88.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.21K+ 29.33% |
$72.4K - $79K
|
9.74K
$342K
|
|
|
Oct 28, 2025
Q3 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
2.08K+ 8.17% |
$68.3K - $74.6K
|
27.6K
$968K
|
|
|
Oct 31, 2025
Q3 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.99K+ 2.65% |
$65.2K - $71.2K
|
76.9K
$2.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.95K+ 66.95% |
$64K - $69.9K
|
4.87K
$171K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.95K+ 1.11% |
$63.8K - $69.6K
|
177K
$6.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.92K+ 13.34% |
$62.8K - $68.6K
|
16.3K
$571K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77K+ 2.39% |
$57.9K - $63.2K
|
75.7K
$2.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.67K+ 16.71% |
$54.7K - $59.8K
|
11.7K
$409K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.64KNew |
$53.9K - $58.8K
|
1.64K
$57.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.63K+ 7.21% |
$53.6K - $58.5K
|
24.3K
$853K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.45K+ 19.12% |
$47.6K - $52K
|
9.05K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.37K+ 4.02% |
$44.7K - $48.9K
|
35.3K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.25KNew |
$41K - $44.8K
|
1.25K
$43.9K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.24K+ 2.66% |
$40.7K - $44.4K
|
48K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.2K+ 1.5% |
$39.2K - $42.8K
|
80.7K
$2.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.19K+ 5.38% |
$38.9K - $42.5K
|
23.2K
$815K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.13K+ 5.77% |
$37K - $40.4K
|
20.7K
$727K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.08K+ 11.11% |
$35.3K - $38.5K
|
10.8K
$378K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.05K+ 6.21% |
$34.5K - $37.7K
|
18K
$631K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
760New |
$24.9K - $27.2K
|
760
$26.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
734+ 0.57% |
$24.1K - $26.3K
|
129K
$4.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
625+ 0.22% |
$20.5K - $22.4K
|
289K
$10.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 0.47% |
$20.2K - $22K
|
132K
$4.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
610+ 3.95% |
$20K - $21.8K
|
16K
$563K
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
595+ 0.56% |
$19.5K - $21.3K
|
108K
$3.78M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
449+ 1.23% |
$14.7K - $16.1K
|
37K
$1.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
437+ 2.87% |
$14.3K - $15.6K
|
15.7K
$549K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
426+ 0.45% |
$14K - $15.2K
|
94.2K
$3.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Hollencrest Capital Management
|
BUY
|
- |
425New |
$13.9K - $15.2K
|
425
$14.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
367New |
$12K - $13.1K
|
367
$12.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
323New |
$10.6K - $11.6K
|
323
$11.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
288+ 2.77% |
$9.44K - $10.3K
|
10.7K
$374K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
267+ 0.29% |
$8.75K - $9.56K
|
93.5K
$3.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
205+ 1.12% |
$6.72K - $7.34K
|
18.5K
$651K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
199New |
$6.52K - $7.12K
|
199
$6.98K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
153+ 1.57% |
$5.02K - $5.48K
|
9.91K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
89New |
$2.92K - $3.19K
|
89
$3.12K
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
74+ 0.25% |
$2.43K - $2.65K
|
30.2K
$1.06M
|