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 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.24K- 5.94% |
$106K - $116K
|
51.2K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.26K- 1.73% |
$107K - $117K
|
185K
$6.49M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.48K- 6.32% |
$114K - $124K
|
51.6K
$1.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-3.58K- 23.53% |
$117K - $128K
|
11.6K
$408K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.47K- 1.5% |
$147K - $160K
|
293K
$10.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-4.69K- 4.61% |
$154K - $168K
|
97.2K
$3.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-4.73K- 3.47% |
$155K - $169K
|
131K
$4.61M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-5.34K- 2.44% |
$175K - $191K
|
213K
$7.49M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-5.68K- 7.96% |
$186K - $203K
|
65.7K
$2.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.69K- 1.02% |
$187K - $204K
|
553K
$19.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.09K- 2.83% |
$199K - $218K
|
209K
$7.32M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
SELL
|
- |
-6.11K- 3.47% |
$200K - $219K
|
170K
$5.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Premier Financial Group
Eureka, CA |
SELL
|
- |
-6.17K- 0.73% |
$202K - $221K
|
840K
$29.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-6.2K- 2.67% |
$203K - $222K
|
226K
$7.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-6.39K- 3.6% |
$210K - $229K
|
171K
$6M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.24K- 34.01% |
$237K - $259K
|
14.1K
$493K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-7.59K- 9.09% |
$249K - $272K
|
75.9K
$2.66M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.75K- 29.89% |
$254K - $277K
|
18.2K
$638K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.73K- 5.29% |
$286K - $312K
|
156K
$5.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.73K- 18.86% |
$319K - $348K
|
41.9K
$1.47M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-13.2K- 4.98% |
$431K - $471K
|
251K
$8.81M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.7K- 1.37% |
$449K - $490K
|
985K
$34.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 11.53% |
$511K - $558K
|
120K
$4.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17.4K- 5.92% |
$569K - $621K
|
276K
$9.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-17.8K- 2.15% |
$585K - $638K
|
812K
$28.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-18K- 2.41% |
$591K - $645K
|
730K
$25.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-18.6K- 13.61% |
$611K - $667K
|
118K
$4.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-19K- 7.99% |
$622K - $679K
|
218K
$7.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.4K- 32.26% |
$637K - $695K
|
40.8K
$1.43M
|
|
|
Nov 06, 2025
Q3 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-23.6K- 4.61% |
$772K - $843K
|
488K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-27.9K- 10.32% |
$914K - $997K
|
242K
$8.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.2K- 49.84% |
$1.12M - $1.22M
|
34.4K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-53.9K- 11.37% |
$1.77M - $1.93M
|
420K
$14.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-61K- 11.38% |
$2M - $2.18M
|
475K
$16.7M
|