Porter White Investment Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Porter White Investment Advisors, Inc.

  • $233 Billion
  • Q3 2025

A detailed history of Porter White Investment Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Porter White Investment Advisors, Inc. holds 27,190 shares of DISV stock, worth $972,314. This represents 0.42% of its overall portfolio holdings.

Number of Shares
27,190
Previous 27,752 2.03%
Holding current value
$972,314
Previous $913 Million 6.25%
% of portfolio
0.42%
Previous 0.43%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
SELL
$32.78 - $35.79 $18,422 - $20,113
-562 Reduced 2.03%
27,190 $970 Million
Q2 2025

Jul 17, 2025
SELL
$25.93 - $32.91 $17,321 - $21,983
-668 Reduced 2.35%
27,752 $913 Million
Q1 2025

May 30, 2025
BUY
$26.09 - $30.21 $741,477 - $858,568
28,420 New
28,420 $828 Million
Q4 2024

Jun 16, 2025
BUY
$26.18 - $28.77 $66,523 - $73,104
2,541 Added 8.94%
30,961 $823 Million
Q3 2024

Jul 07, 2025
SELL
$26.06 - $29.18 $110,259 - $123,460
-4,231 Reduced 12.04%
30,901 $898 Million
Q2 2024

Jul 07, 2025
BUY
$26.23 - $28.56 $176,055 - $191,694
6,712 Added 23.62%
35,132 $945 Million
Q1 2024

Jul 15, 2025
SELL
$24.73 - $27.24 $17,236 - $18,986
-697 Reduced 1.92%
35,670 $970 Million
Q4 2023

Jul 15, 2025
SELL
$22.43 - $25.87 $538 - $620
-24 Reduced 0.07%
36,367 $938 Million
Q3 2023

Jul 15, 2025
SELL
$23.27 - $25.13 $294,388 - $317,919
-12,651 Reduced 25.8%
36,391 $865 Million
Q2 2023

Jul 15, 2025
BUY
$23.01 - $24.6 $2,922 - $3,124
127 Added 0.26%
49,042 $1.16 Billion
Q1 2023

Jul 15, 2025
BUY
$22.4 - $24.75 $31,382 - $34,674
1,401 Added 2.95%
48,915 $1.16 Billion
Q4 2022

Jul 15, 2025
BUY
$18.45 - $22.54 $352,284 - $430,378
19,094 Added 67.19%
47,514 $1.06 Billion

Others Institutions Holding DISV

# of Institutions
377
Shares Held
81.3M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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