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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
14.6K+ 7.18% |
$477K - $521K
|
217K
$7.8M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.42K+ 6.21% |
$79.3K - $86.6K
|
41.4K
$1.49M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
5.56K+ 20.42% |
$182K - $199K
|
32.8K
$1.18M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.46K+ 131.88% |
$80.5K - $87.9K
|
4.32K
$155K
|
|
|
Nov 25, 2025
Q3 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
2.62K+ 0.91% |
$86K - $93.9K
|
292K
$10.5M
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4.78K+ 37.65% |
$157K - $171K
|
17.5K
$627K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.75KNew |
$254K - $277K
|
7.75K
$278K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.09K- 0.72% |
$298K - $325K
|
1.25M
$45M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2.95K+ 25.32% |
$96.8K - $106K
|
14.6K
$525K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53+ 0.48% |
$1.74K - $1.9K
|
11.1K
$400K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.19KNew |
$39.1K - $42.7K
|
1.19K
$42.8K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-1.78K- 17.11% |
$58.5K - $63.8K
|
8.65K
$311K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11.6K+ 12.73% |
$381K - $416K
|
103K
$3.69M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.3K- 0.66% |
$42.7K - $46.6K
|
195K
$7.02M
|
|
|
Nov 17, 2025
Q3 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.4K+ 1.08% |
$78.7K - $85.9K
|
225K
$8.09M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.54K+ 4.17% |
$182K - $198K
|
138K
$4.97M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
13.5K+ 22.42% |
$442K - $482K
|
73.6K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-5.36K- 48.25% |
$176K - $192K
|
5.75K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
60.8K+ 12.24% |
$1.99M - $2.18M
|
558K
$20M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.66K+ 23.43% |
$185K - $202K
|
29.8K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.54K+ 4.56% |
$182K - $198K
|
127K
$4.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.65K+ 11.61% |
$54.2K - $59.2K
|
15.9K
$571K
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.87KNew |
$193K - $210K
|
5.87K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-3.4K- 0.93% |
$111K - $122K
|
363K
$13M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-741K- 68.48% |
$24.3M - $26.5M
|
341K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
30.8K+ 485.59% |
$1.01M - $1.1M
|
37.1K
$1.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17- 0.03% |
$557 - $608
|
58.9K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.8K+ 89.72% |
$1.44M - $1.57M
|
92.6K
$3.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03KNew |
$33.8K - $36.9K
|
1.03K
$37K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-169K- 73.4% |
$5.55M - $6.06M
|
61.4K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.1K+ 22.64% |
$1.41M - $1.54M
|
234K
$8.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
200New |
$6.56K - $7.16K
|
200
$7.18K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
78.9K+ 137.77% |
$2.59M - $2.82M
|
136K
$4.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
32.2K+ 3.75% |
$1.06M - $1.15M
|
891K
$32M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
142K+ 14.2% |
$4.65M - $5.08M
|
1.14M
$41M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.9K- 8.18% |
$850K - $928K
|
291K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-26.6K- 10.35% |
$871K - $951K
|
230K
$8.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.7K+ 9.88% |
$581K - $635K
|
197K
$7.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
517+ 0.22% |
$16.9K - $18.5K
|
232K
$8.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.38K+ 5092.59% |
$45.1K - $49.2K
|
1.4K
$50.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 1.67% |
$39.3K - $42.9K
|
70.5K
$2.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
246K+ 40.85% |
$8.05M - $8.79M
|
847K
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.57K- 1.28% |
$117K - $128K
|
276K
$9.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20.2K+ 33.91% |
$661K - $721K
|
79.6K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
797+ 1.2% |
$26.1K - $28.5K
|
67.3K
$2.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.99K+ 0.87% |
$98.1K - $107K
|
345K
$12.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
25.1K+ 21.1% |
$822K - $897K
|
144K
$5.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105K+ 204.06% |
$3.44M - $3.75M
|
156K
$5.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.16K+ 9.62% |
$38.1K - $41.6K
|
13.2K
$476K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
30.7K+ 53.19% |
$1.01M - $1.1M
|
88.5K
$3.18M
|
|