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 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
395+ 9.37% |
$10.4K - $11.3K
|
4.61K
$127K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.7K+ 7.38% |
$281K - $306K
|
156K
$4.3M
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-49- 0.49% |
$1.29K - $1.4K
|
9.87K
$272K
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.12K- 2.99% |
$29.4K - $32K
|
36.4K
$1M
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-307- 0.31% |
$8.05K - $8.77K
|
98.5K
$2.72M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.85K+ 5.24% |
$120K - $132K
|
97.5K
$2.69M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25KNew |
$130K - $143K
|
5.25K
$145K
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 4.4% |
$303K - $334K
|
291K
$8.03M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
580New |
$14.3K - $15.8K
|
580
$16K
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.33K- 0.74% |
$82.4K - $90.7K
|
450K
$12.4M
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-403- 0.58% |
$9.97K - $11K
|
69K
$1.9M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.8K+ 56.94% |
$2.22M - $2.45M
|
247K
$6.82M
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.89K+ 20.63% |
$71.4K - $78.6K
|
16.9K
$466K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
132New |
$3.26K - $3.6K
|
132
$3.64K
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38.1K+ 14.47% |
$942K - $1.04M
|
301K
$8.31M
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
84.8K+ 22.86% |
$2.1M - $2.31M
|
456K
$12.6M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.5K- 81.09% |
$976K - $1.07M
|
9.2K
$254K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
715+ 41.67% |
$17.7K - $19.5K
|
2.43K
$67K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.8K- 1.06% |
$93.9K - $103K
|
354K
$9.77M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.48K+ 25.8% |
$111K - $122K
|
21.8K
$602K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
207New |
$5.12K - $5.64K
|
207
$5.71K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 52.32% |
$26.3K - $28.9K
|
3.09K
$85.3K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 3.78% |
$86.6K - $95.4K
|
96.2K
$2.65M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-833K- 48.45% |
$20.6M - $22.7M
|
886K
$24.4M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.25% |
$74.2 - $81.7
|
1.22K
$33.7K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.65K+ 49.68% |
$189K - $208K
|
23.1K
$636K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$148 - $163
|
16.4K
$453K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-320- 0.99% |
$7.91K - $8.72K
|
31.9K
$880K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.3K+ 32.42% |
$750K - $827K
|
124K
$3.42M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.48K- 6.32% |
$36.5K - $40.2K
|
21.9K
$603K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$963K - $1.06M
|
38.9K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.4K+ 1589.8% |
$925K - $1.02M
|
39.8K
$1.1M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
765K+ 123.08% |
$18.9M - $20.8M
|
1.39M
$38.2M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 1.93% |
$36.3K - $40K
|
74.7K
$2.06M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 1.71% |
$126K - $138K
|
302K
$8.33M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
363K+ 4.67% |
$8.98M - $9.89M
|
8.13M
$224M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6K+ 3.34% |
$533K - $587K
|
667K
$18.4M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.48K+ 2.74% |
$61.3K - $67.5K
|
92.9K
$2.56M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 20.23% |
$919K - $1.01M
|
221K
$6.09M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 82.65% |
$886K - $976K
|
79.2K
$2.18M
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
778+ 1.19% |
$19.2K - $21.2K
|
66K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 31.77% |
$339K - $374K
|
29.4K
$812K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17.8K+ 8.64% |
$440K - $485K
|
224K
$6.17M
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-61.4K- 34.37% |
$1.52M - $1.67M
|
117K
$3.23M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-52.5K- 32.73% |
$1.3M - $1.43M
|
108K
$2.97M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
205KNew |
$5.08M - $5.59M
|
205K
$5.66M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.37K+ 1.22% |
$33.9K - $37.3K
|
114K
$3.14M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
110K+ 18.61% |
$2.72M - $3M
|
701K
$19.3M
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.7K- 2.66% |
$264K - $290K
|
390K
$10.8M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96+ 11.52% |
$2.37K - $2.62K
|
929
$25.6K
|