Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DISV)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DISV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
74.6KNew |
$1.95M - $2.15M
|
74.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
817+ 0.85% |
$21.4K - $23.5K
|
96.8K
$2.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.24K- 83.9% |
$242K - $266K
|
1.77K
$48.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-829- 1.91% |
$21.7K - $23.9K
|
42.5K
$1.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
216+ 1.67% |
$5.65K - $6.21K
|
13.1K
$360K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$2.83K - $3.11K
|
108
$2.96K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-96- 7.58% |
$2.51K - $2.76K
|
1.17K
$32.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
821+ 131.78% |
$21.5K - $23.6K
|
1.44K
$39.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
412KNew |
$10.8M - $11.9M
|
412K
$11.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
18.7KNew |
$491K - $539K
|
18.7K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 16.8% |
$1.45M - $1.59M
|
274K
$7.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$355K - $391K
|
13.6K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.48K+ 1.84% |
$222K - $244K
|
469K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.49K- 1.57% |
$170K - $187K
|
406K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.48K+ 5.91% |
$38.8K - $42.6K
|
26.5K
$728K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.61K+ 2.26% |
$147K - $161K
|
254K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-249- 0.59% |
$6.52K - $7.16K
|
41.9K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-399- 4.6% |
$10.4K - $11.5K
|
8.27K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 72.84% |
$3.09K - $3.39K
|
280
$7.68K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
59+ 0.42% |
$1.54K - $1.7K
|
14K
$385K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.03% |
$340 - $374
|
37.5K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
5+ 0.01% |
$131 - $144
|
47.7K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.57K- 19.22% |
$146K - $160K
|
23.4K
$642K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
31.5K+ 25.86% |
$826K - $907K
|
153K
$4.21M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.15K+ 4.68% |
$56.3K - $61.9K
|
48.1K
$1.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.8K+ 20.56% |
$284K - $312K
|
63.6K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.88K+ 14.56% |
$206K - $227K
|
62K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-209- 1.86% |
$5.47K - $6.01K
|
11K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-38.9K- 57.04% |
$1.02M - $1.12M
|
29.3K
$804K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
2.53K+ 0.93% |
$66.2K - $72.7K
|
275K
$7.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
44K+ 10.35% |
$1.15M - $1.26M
|
469K
$12.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 6.7% |
$54.1K - $59.4K
|
32.9K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.57K+ 7.88% |
$172K - $189K
|
90K
$2.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
166KNew |
$4.36M - $4.79M
|
166K
$4.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.37K- 12.26% |
$114K - $126K
|
31.2K
$857K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33.5K+ 47.89% |
$877K - $964K
|
103K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$78.5 - $86.3
|
15.6K
$428K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.32K+ 8.42% |
$139K - $153K
|
68.5K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-296- 1.5% |
$7.75K - $8.52K
|
19.4K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.97K- 2.2% |
$51.6K - $56.7K
|
87.6K
$2.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
66.4KNew |
$1.74M - $1.91M
|
66.4K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.02% |
$78.5 - $86.3
|
17.7K
$485K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 6.39% |
$29K - $31.9K
|
18.5K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23K- 3.16% |
$602K - $662K
|
705K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11+ 0.61% |
$288 - $316
|
1.82K
$50K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
25.3K+ 8.22% |
$663K - $729K
|
333K
$9.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.92K+ 12.2% |
$129K - $141K
|
45.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 7.04% |
$26.6K - $29.2K
|
13.4K
$368K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
219+ 0.67% |
$5.73K - $6.3K
|
32.7K
$896K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.1KNew |
$736K - $809K
|
28.1K
$771K
|