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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.67K+ 0.7% |
$148K - $165K
|
818K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
66.3K+ 35.92% |
$1.73M - $1.93M
|
251K
$6.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.27K+ 9.85% |
$85.3K - $95.5K
|
36.5K
$968K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80.3K- 34.61% |
$2.09M - $2.34M
|
152K
$4.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
66.6KNew |
$1.73M - $1.94M
|
66.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.27KNew |
$111K - $124K
|
4.27K
$113K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.79K+ 3.7% |
$46.6K - $52.1K
|
50.1K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
66.6KNew |
$1.73M - $1.94M
|
66.6K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 54.77% |
$54K - $60.4K
|
5.85K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.51K+ 1.27% |
$91.4K - $102K
|
281K
$7.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
42.6K+ 156.06% |
$1.11M - $1.24M
|
70K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34K+ 3.28% |
$887K - $993K
|
1.07M
$28.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-127K- 56.85% |
$3.3M - $3.69M
|
96K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09KNew |
$28.5K - $31.9K
|
1.09K
$29K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.17K+ 5.69% |
$30.5K - $34.1K
|
21.7K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-349- 2.63% |
$9.09K - $10.2K
|
12.9K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-500- 2.91% |
$13K - $14.6K
|
16.7K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12.8KNew |
$333K - $372K
|
12.8K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
36+ 0.41% |
$938 - $1.05K
|
8.88K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 18.29% |
$87.6K - $98.1K
|
21.7K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.4K+ 11.47% |
$2.07M - $2.32M
|
772K
$20.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.52K- 1.79% |
$196K - $220K
|
412K
$10.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-606- 45.63% |
$15.8K - $17.7K
|
722
$19.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.14K- 5.72% |
$212K - $237K
|
134K
$3.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-116K- 51.01% |
$3.03M - $3.4M
|
112K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.35K+ 4.45% |
$61.3K - $68.6K
|
55.2K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
262KNew |
$6.82M - $7.63M
|
262K
$6.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.35K+ 18.24% |
$244K - $273K
|
60.6K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 5.95% |
$101K - $113K
|
68.9K
$1.83M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23.1KNew |
$601K - $673K
|
23.1K
$611K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.64K+ 6.7% |
$42.7K - $47.9K
|
26.1K
$693K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.18K+ 0.48% |
$56.7K - $63.5K
|
460K
$12.2M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.01K+ 3.53% |
$52.5K - $58.8K
|
59.1K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.78KNew |
$229K - $256K
|
8.78K
$233K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
41.9K+ 11.58% |
$1.09M - $1.22M
|
404K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.03K+ 10.99% |
$209K - $234K
|
81.1K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.82K- 1.08% |
$73.4K - $82.2K
|
257K
$6.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.23K- 41.88% |
$136K - $153K
|
7.25K
$192K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 2.13% |
$28.6K - $32K
|
52.7K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.9K+ 23.18% |
$598K - $670K
|
122K
$3.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
841+ 1.09% |
$21.9K - $24.5K
|
77.7K
$2.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-188- 1.05% |
$4.9K - $5.49K
|
17.7K
$468K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.1K+ 6.92% |
$653K - $731K
|
387K
$10.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
961+ 565.29% |
$25K - $28K
|
1.13K
$30K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
24.6K+ 9.9% |
$640K - $717K
|
273K
$7.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
34.9K+ 5.04% |
$910K - $1.02M
|
728K
$19.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
249KNew |
$6.48M - $7.26M
|
249K
$6.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
857+ 5.05% |
$22.3K - $25K
|
17.8K
$473K
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-29.8K- 13.23% |
$776K - $869K
|
195K
$5.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.32% |
$104 - $117
|
1.27K
$33.6K
|