Shotwell Rutter Baer Inc Dimensional ETF Tr Dimensional Transaction History

Shotwell Rutter Baer Inc

$155 Billion
Q3 2025

A detailed history of Shotwell Rutter Baer Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Shotwell Rutter Baer Inc holds 226,306 shares of DISV stock, worth $8.13 Million. This represents 5.24% of its overall portfolio holdings.

Number of Shares

226,306

Previous 232,506 2.67%

Holding current value

$8.13 Million

Previous $7.72 Billion 5.28%

% of portfolio

5.24%

Previous 5.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$32.78 - $35.79 $203,236 - $221,898	-6,200 Reduced 2.67%	226,306 $8.13 Billion
Q2 2025 Jul 07, 2025	SELL	$25.93 - $32.91 $74,211 - $94,188	-2,862 Reduced 1.22%	232,506 $7.72 Billion
Q1 2025 Apr 08, 2025	BUY	$26.09 - $30.21 $22,463 - $26,010	861 Added 0.37%	235,368 $6.22 Billion
Q4 2024 Jan 13, 2025	BUY	$26.18 - $28.77 $134,984 - $148,338	5,156 Added 2.25%	234,507 $6.12 Billion
Q3 2024 Oct 07, 2024	BUY	$26.06 - $29.18 $188,882 - $211,496	7,248 Added 3.26%	229,351 $6.6 Billion
Q2 2024 Jul 10, 2024	BUY	$26.23 - $28.56 $47,843 - $52,093	1,824 Added 0.83%	222,103 $6.07 Billion
Q1 2024 Apr 10, 2024	BUY	$24.73 - $27.24 $40,680 - $44,809	1,645 Added 0.75%	220,279 $6.05 Billion
Q4 2023 Jan 17, 2024	BUY	$22.43 - $25.87 $4.9 Million - $5.66 Million	218,634 New	218,634 $5.58 Billion

Others Institutions Holding DISV

# of Institutions

369

Shares Held

79.3M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DISV
Sector ETFs
Industry ETFs

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Shotwell Rutter Baer Inc Dimensional ETF Tr Dimensional Transaction History