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 30, 2025
Q3 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
71+ 0.49% |
$2.33K - $2.54K
|
14.7K
$516K
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
67+ 0.26% |
$2.2K - $2.4K
|
26.2K
$921K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
63+ 0.52% |
$2.07K - $2.25K
|
12.1K
$426K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
61+ 0.49% |
$2K - $2.18K
|
12.5K
$438K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
49+ 1.3% |
$1.61K - $1.75K
|
3.82K
$134K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
37+ 0.2% |
$1.21K - $1.32K
|
18.1K
$635K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.48% |
$1.02K - $1.11K
|
6.48K
$227K
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26+ 0.04% |
$852 - $931
|
70.1K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
19+ 0.05% |
$623 - $680
|
36.4K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11+ 0.13% |
$361 - $394
|
8.62K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8+ 0.47% |
$262 - $286
|
1.7K
$59.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.5% |
$197 - $215
|
1.2K
$42K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.06% |
$131 - $143
|
6.29K
$221K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.86% |
$32.8 - $35.8
|
36
$1.26K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.11% |
$197 - $215
|
5.61K
$197K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-16- 0.01% |
$524 - $573
|
107K
$3.74M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-42- 3.08% |
$1.38K - $1.5K
|
1.32K
$46.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-108- 0.35% |
$3.54K - $3.87K
|
30.7K
$1.08M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-220- 68.75% |
$7.21K - $7.87K
|
100
$3.51K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-259- 3.95% |
$8.49K - $9.27K
|
6.29K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-321- 1.97% |
$10.5K - $11.5K
|
16K
$561K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-464- 3.14% |
$15.2K - $16.6K
|
14.3K
$501K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-480- 43.36% |
$15.7K - $17.2K
|
627
$22K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-526- 0.68% |
$17.2K - $18.8K
|
76.8K
$2.69M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-562- 2.03% |
$18.4K - $20.1K
|
27.2K
$954K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-600- 1.01% |
$19.7K - $21.5K
|
58.5K
$2.05M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-689- 10.81% |
$22.6K - $24.7K
|
5.69K
$199K
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-750- 3.7% |
$24.6K - $26.8K
|
19.5K
$685K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-843- 3.05% |
$27.6K - $30.2K
|
26.8K
$940K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-868- 3.83% |
$28.5K - $31.1K
|
21.8K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-910- 3.38% |
$29.8K - $32.6K
|
26K
$913K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.05K- 2.11% |
$34.3K - $37.5K
|
48.5K
$1.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.06K- 3.3% |
$34.8K - $38K
|
31.1K
$1.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-1.09K- 3.35% |
$35.8K - $39K
|
31.4K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.18K- 1.0% |
$38.5K - $42.1K
|
116K
$4.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.22K- 1.34% |
$39.9K - $43.5K
|
89.5K
$3.14M
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.24K- 0.3% |
$40.7K - $44.4K
|
409K
$14.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.25K- 13.08% |
$40.8K - $44.6K
|
8.28K
$290K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-1.38K- 1.03% |
$45.3K - $49.5K
|
132K
$4.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.56K- 1.2% |
$51.1K - $55.8K
|
128K
$4.51M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.82K- 3.72% |
$59.6K - $65.1K
|
47.1K
$1.65M
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.15K- 0.48% |
$70.6K - $77.1K
|
443K
$15.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.2K- 5.09% |
$72.1K - $78.7K
|
41.1K
$1.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.37K- 20.81% |
$77.7K - $84.8K
|
9.02K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.51K- 0.68% |
$82.4K - $89.9K
|
369K
$12.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.58K- 8.58% |
$84.5K - $92.3K
|
27.5K
$964K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-2.6K- 2.94% |
$85.2K - $93K
|
85.9K
$3.01M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3K- 1.86% |
$98.4K - $107K
|
158K
$5.55M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.04K- 0.69% |
$99.7K - $109K
|
437K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3.18K- 1.07% |
$104K - $114K
|
295K
$10.3M
|