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 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.63K+ 1.27% |
$94.1K - $119K
|
288K
$9.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$259K - $329K
|
10K
$339K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
107K+ 31.01% |
$2.78M - $3.53M
|
453K
$15.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.02% |
$77.8 - $98.7
|
15.2K
$516K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.34K- 14.75% |
$34.8K - $44.2K
|
7.77K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.44K- 1.22% |
$141K - $179K
|
440K
$14.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-22.4K- 16.58% |
$581K - $738K
|
113K
$3.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 2.14% |
$274K - $347K
|
505K
$17.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.03K- 6.32% |
$52.6K - $66.8K
|
30.1K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.58KNew |
$41K - $52K
|
1.58K
$53.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 1625.0% |
$45.5K - $57.8K
|
1.86K
$63.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.76K+ 4.89% |
$71.5K - $90.8K
|
59.1K
$2.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
31.1K+ 38.21% |
$806K - $1.02M
|
112K
$3.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14.7K- 31.09% |
$381K - $483K
|
32.5K
$1.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10.8K+ 63.59% |
$281K - $356K
|
27.8K
$945K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.53KNew |
$195K - $248K
|
7.53K
$256K
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
17.3K+ 20.43% |
$448K - $569K
|
102K
$3.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.78K- 31.53% |
$124K - $157K
|
10.4K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 9.64% |
$284K - $360K
|
124K
$4.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-7.25K- 5.18% |
$188K - $239K
|
133K
$4.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
263+ 0.88% |
$6.82K - $8.66K
|
30.2K
$1.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-199- 1.02% |
$5.16K - $6.55K
|
19.2K
$652K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.62K- 3.52% |
$42K - $53.2K
|
44.4K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.44K+ 5.15% |
$115K - $146K
|
90.8K
$3.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.29KNew |
$163K - $207K
|
6.29K
$213K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.96K- 2.18% |
$103K - $130K
|
178K
$6.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.33K+ 1.21% |
$190K - $241K
|
614K
$20.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.34K+ 8.59% |
$34.7K - $44.1K
|
16.9K
$575K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
577+ 7.18% |
$15K - $19K
|
8.61K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
444+ 2.11% |
$11.5K - $14.6K
|
21.5K
$729K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 5.48% |
$34.1K - $43.3K
|
22.7K
$769K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 94.49% |
$865K - $1.1M
|
68.6K
$2.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.4K- 3.02% |
$218K - $276K
|
270K
$9.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
138+ 1.34% |
$3.58K - $4.54K
|
10.4K
$354K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.6KNew |
$197K - $250K
|
7.6K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14.4KNew |
$373K - $473K
|
14.4K
$488K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 0.08% |
$311 - $395
|
14.8K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
254+ 1.77% |
$6.59K - $8.36K
|
14.6K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-3.19K- 1.31% |
$82.6K - $105K
|
240K
$8.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-21.8K- 5.05% |
$565K - $718K
|
410K
$13.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.89K+ 2.82% |
$101K - $128K
|
142K
$4.81M
|
|
|
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
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
84+ 0.33% |
$2.18K - $2.76K
|
25.5K
$865K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-773- 3.3% |
$20K - $25.4K
|
22.7K
$770K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.8K+ 9.01% |
$462K - $586K
|
215K
$7.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04K+ 8.53% |
$105K - $133K
|
51.4K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.43K+ 3.18% |
$219K - $278K
|
274K
$9.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
8.38K+ 12.48% |
$217K - $276K
|
75.5K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60.8K+ 86.54% |
$1.58M - $2M
|
131K
$4.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-668- 2.35% |
$17.3K - $22K
|
27.8K
$942K
|