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 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.14K- 5.72% |
$212K - $237K
|
134K
$3.56M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 2.2% |
$30K - $33.6K
|
53.4K
$1.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.88K+ 5.17% |
$101K - $113K
|
78.9K
$2.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.6K+ 2.72% |
$329K - $369K
|
478K
$12.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.45K+ 1.87% |
$63.8K - $71.4K
|
134K
$3.55M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 5.87% |
$28.5K - $31.9K
|
17.5K
$465K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
6.26K+ 76.86% |
$163K - $183K
|
14.4K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
13.7K+ 3.86% |
$357K - $400K
|
369K
$9.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-199- 0.16% |
$5.19K - $5.81K
|
122K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
66.4K+ 239.15% |
$1.73M - $1.94M
|
94.2K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
431KNew |
$11.2M - $12.6M
|
431K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148K+ 65.51% |
$3.86M - $4.32M
|
374K
$9.94M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 0.91% |
$278K - $311K
|
1.19M
$31.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.52K+ 0.94% |
$39.7K - $44.5K
|
163K
$4.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$5.21K - $5.84K
|
200
$5.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.5K- 6.91% |
$637K - $714K
|
329K
$8.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25.9K+ 11.46% |
$675K - $756K
|
252K
$6.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.2K+ 6.94% |
$552K - $618K
|
326K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 4.44% |
$73.9K - $82.8K
|
61.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.95K- 10.58% |
$50.7K - $56.8K
|
16.4K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
225+ 0.94% |
$5.86K - $6.57K
|
24.1K
$639K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
335K+ 41.33% |
$8.74M - $9.78M
|
1.15M
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
622KNew |
$16.2M - $18.2M
|
622K
$16.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35.7K+ 112.9% |
$930K - $1.04M
|
67.3K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
56+ 0.41% |
$1.46K - $1.63K
|
13.7K
$365K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
647+ 0.96% |
$16.9K - $18.9K
|
68.4K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
74KNew |
$1.93M - $2.16M
|
74K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
255+ 4.74% |
$6.65K - $7.44K
|
5.63K
$150K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
90.1K+ 5.79% |
$2.35M - $2.63M
|
1.65M
$43.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.5K+ 2.42% |
$196K - $219K
|
317K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
96.3K+ 13.28% |
$2.51M - $2.81M
|
822K
$21.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11- 0.16% |
$287 - $321
|
6.88K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163+ 1.25% |
$4.25K - $4.76K
|
13.2K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.3K+ 11.1% |
$894K - $1M
|
343K
$9.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
165K+ 23.19% |
$4.3M - $4.81M
|
876K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.95KNew |
$181K - $203K
|
6.95K
$185K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 5.28% |
$52K - $58.3K
|
35.8K
$951K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 5.27% |
$37.8K - $42.3K
|
29K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 25.66% |
$336K - $377K
|
63.2K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.76K+ 23.0% |
$124K - $139K
|
25.5K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.1K+ 4.96% |
$835K - $935K
|
678K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 3.41% |
$296K - $331K
|
322K
$8.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.46K+ 7.56% |
$64K - $71.7K
|
34.9K
$928K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
76+ 0.26% |
$1.98K - $2.22K
|
29.8K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
459+ 0.49% |
$12K - $13.4K
|
93.2K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
101K+ 35.74% |
$2.62M - $2.94M
|
382K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.75K+ 8.63% |
$45.5K - $51K
|
22K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.09K+ 427.82% |
$185K - $207K
|
8.75K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.8K+ 17.44% |
$309K - $346K
|
79.8K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 219.9% |
$276K - $309K
|
15.4K
$409K
|