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 |
---|---|---|---|---|---|---|---|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.99K+ 11.63% |
$131K - $143K
|
47.9K
$1.34M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-62.1K- 56.24% |
$1.63M - $1.77M
|
48.3K
$1.36M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.17K+ 17.86% |
$109K - $119K
|
27.5K
$773K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-122- 3.95% |
$3.2K - $3.48K
|
2.97K
$83.4K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
128K+ 25.67% |
$3.36M - $3.66M
|
627K
$17.6M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.67K+ 464.54% |
$149K - $162K
|
6.89K
$194K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.5K+ 1471.24% |
$118K - $129K
|
4.81K
$135K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.33K+ 2.41% |
$140K - $152K
|
226K
$6.35M
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.53K+ 37.01% |
$224K - $244K
|
31.6K
$887K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.17K+ 0.97% |
$56.8K - $61.8K
|
226K
$6.35M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
728+ 78.36% |
$19.1K - $20.8K
|
1.66K
$46.5K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.7K- 21.26% |
$1.15M - $1.25M
|
162K
$4.54M
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.95K- 13.82% |
$77.4K - $84.2K
|
18.4K
$517K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.31KNew |
$244K - $266K
|
9.31K
$261K
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
348+ 0.15% |
$9.13K - $9.94K
|
232K
$6.52M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
46.8K+ 33.95% |
$1.23M - $1.34M
|
185K
$5.18M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.1K+ 192.49% |
$1.1M - $1.2M
|
63.9K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
202K+ 255.5% |
$5.31M - $5.78M
|
281K
$7.9M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.84K+ 21.12% |
$127K - $138K
|
27.8K
$780K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
59K+ 10.04% |
$1.55M - $1.68M
|
646K
$18.1M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.88K+ 1.12% |
$75.4K - $82.1K
|
260K
$7.3M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 24.85% |
$1.61M - $1.76M
|
309K
$8.68M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.93K- 22.05% |
$76.8K - $83.6K
|
10.3K
$291K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52+ 0.22% |
$1.36K - $1.49K
|
23.8K
$669K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-75.2K- 8.48% |
$1.97M - $2.15M
|
811K
$22.8M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.75K- 16.74% |
$72.1K - $78.5K
|
13.7K
$384K
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24K+ 3.42% |
$628K - $684K
|
725K
$20.4M
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
425+ 0.9% |
$11.1K - $12.1K
|
47.5K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.8K+ 112.24% |
$940K - $1.02M
|
67.7K
$1.9M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 26.2% |
$852K - $928K
|
91.5K
$2.57M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 86.48% |
$902K - $982K
|
5.38K
$151K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 77.44% |
$598K - $651K
|
52.3K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
228KNew |
$5.98M - $6.52M
|
228K
$6.41M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
255K+ 55.94% |
$6.69M - $7.28M
|
711K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 73.2% |
$419K - $456K
|
37.8K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
253K+ 3.11% |
$6.64M - $7.23M
|
8.39M
$235M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.6K+ 5.24% |
$1.54M - $1.67M
|
1.18M
$33.1M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.4K+ 3.12% |
$824K - $897K
|
1.04M
$29.1M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81+ 0.07% |
$2.12K - $2.31K
|
122K
$3.42M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 4.76% |
$63K - $68.5K
|
52.8K
$1.48M
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-71.7K- 16.02% |
$1.88M - $2.05M
|
376K
$10.5M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.3K+ 234.95% |
$925K - $1.01M
|
50.3K
$1.41M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13K+ 12.92% |
$55.9K - $60.8K
|
18.6K
$523K
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
32.5KNew |
$852K - $928K
|
32.5K
$912K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.6K+ 3.84% |
$672K - $731K
|
692K
$19.4M
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
287KNew |
$7.53M - $8.19M
|
287K
$8.06M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 92.42% |
$3.2K - $3.48K
|
10
$281
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
422+ 5.47% |
$11.1K - $12.1K
|
8.14K
$229K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
170K+ 12.28% |
$4.47M - $4.86M
|
1.56M
$43.7M
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-46.5K- 39.64% |
$1.22M - $1.33M
|
70.8K
$1.99M
|