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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-7.25K- 5.18% |
$188K - $239K
|
133K
$4.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
17.3K+ 20.43% |
$448K - $569K
|
102K
$3.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.33K+ 1.21% |
$190K - $241K
|
614K
$20.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.78K- 31.53% |
$124K - $157K
|
10.4K
$348K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 9.64% |
$284K - $360K
|
124K
$4.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.29KNew |
$163K - $207K
|
6.29K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
263+ 0.88% |
$6.82K - $8.66K
|
30.2K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-199- 1.02% |
$5.16K - $6.55K
|
19.2K
$645K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.62K- 3.52% |
$42K - $53.2K
|
44.4K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.44K+ 5.15% |
$115K - $146K
|
90.8K
$3.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.34K+ 8.59% |
$34.7K - $44.1K
|
16.9K
$569K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
577+ 7.18% |
$15K - $19K
|
8.61K
$289K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
444+ 2.11% |
$11.5K - $14.6K
|
21.5K
$721K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 5.48% |
$34.1K - $43.3K
|
22.7K
$761K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 94.49% |
$865K - $1.1M
|
68.6K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-304- 0.44% |
$7.88K - $10K
|
68.6K
$2.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
138+ 1.34% |
$3.58K - $4.54K
|
10.4K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.4K- 3.02% |
$218K - $276K
|
270K
$9.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.6KNew |
$197K - $250K
|
7.6K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 0.08% |
$311 - $395
|
14.8K
$495K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
254+ 1.77% |
$6.59K - $8.36K
|
14.6K
$491K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-3.19K- 1.31% |
$82.6K - $105K
|
240K
$8.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-21.8K- 5.05% |
$565K - $718K
|
410K
$13.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.89K+ 2.82% |
$101K - $128K
|
142K
$4.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.3K+ 28.41% |
$59.6K - $75.6K
|
10.4K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
84+ 0.33% |
$2.18K - $2.76K
|
25.5K
$856K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14.4KNew |
$373K - $473K
|
14.4K
$482K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-773- 3.3% |
$20K - $25.4K
|
22.7K
$761K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.8K+ 9.01% |
$462K - $586K
|
215K
$7.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04K+ 8.53% |
$105K - $133K
|
51.4K
$1.72M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.43K+ 3.18% |
$219K - $278K
|
274K
$9.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
8.38K+ 12.48% |
$217K - $276K
|
75.5K
$2.53M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60.8K+ 86.54% |
$1.58M - $2M
|
131K
$4.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-668- 2.35% |
$17.3K - $22K
|
27.8K
$931K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-370- 3.15% |
$9.59K - $12.2K
|
11.4K
$382K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
297+ 0.87% |
$7.7K - $9.77K
|
34.3K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.97K+ 4.43% |
$129K - $163K
|
117K
$3.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-14.2K- 5.77% |
$369K - $468K
|
232K
$7.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.78K+ 21.18% |
$202K - $256K
|
44.5K
$1.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
64+ 0.11% |
$1.66K - $2.11K
|
56.2K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-12.8K- 1.68% |
$332K - $421K
|
748K
$25.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3.67K+ 2.77% |
$95.2K - $121K
|
136K
$4.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-22.2K- 36.27% |
$575K - $729K
|
38.9K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.07K+ 3.1% |
$53.8K - $68.3K
|
69K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 1.76% |
$43.2K - $54.8K
|
93.2K
$3.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-36.3K- 37.6% |
$941K - $1.19M
|
60.2K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
41.8K+ 26.0% |
$1.08M - $1.38M
|
203K
$6.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
600+ 1.02% |
$15.6K - $19.7K
|
59.4K
$2M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
529+ 1.24% |
$13.7K - $17.4K
|
43.3K
$1.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
14.2K+ 21.2% |
$369K - $468K
|
81.3K
$2.73M
|