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 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
40.3K+ 4.25% |
$1.04M - $1.33M
|
988K
$33.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-419- 1.82% |
$10.9K - $13.8K
|
22.6K
$758K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.84M+ 455083.97% |
$152M - $192M
|
5.84M
$196M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.35K+ 2.24% |
$60.8K - $77.2K
|
107K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74- 0.31% |
$1.92K - $2.44K
|
23.5K
$789K
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-17.8K- 6.32% |
$462K - $587K
|
264K
$8.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.97K+ 5.67% |
$103K - $131K
|
73.9K
$2.48M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.82K+ 36.7% |
$125K - $159K
|
17.9K
$602K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.6K+ 24.39% |
$1.08M - $1.37M
|
212K
$7.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
24+ 0.09% |
$622 - $790
|
26.2K
$879K
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-709K- 66.54% |
$18.4M - $23.3M
|
357K
$12M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7.28K+ 63.1% |
$189K - $240K
|
18.8K
$632K
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-3.76K- 2.09% |
$97.4K - $124K
|
176K
$5.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
448KNew |
$11.6M - $14.7M
|
448K
$15M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
22KNew |
$571K - $724K
|
22K
$739K
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43.1K+ 160.03% |
$1.12M - $1.42M
|
70K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54.5KNew |
$1.41M - $1.79M
|
54.5K
$1.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.65KNew |
$173K - $219K
|
6.65K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6.3K+ 8.87% |
$163K - $207K
|
77.3K
$2.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 37.87% |
$476K - $604K
|
66.8K
$2.24M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.72K+ 4.35% |
$148K - $188K
|
137K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-19.2K- 6.07% |
$499K - $633K
|
297K
$9.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.82K- 5.39% |
$73.2K - $92.9K
|
49.5K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.9K- 2.52% |
$359K - $456K
|
536K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.1K+ 6.12% |
$935K - $1.19M
|
625K
$21M
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.17K+ 4.95% |
$82.2K - $104K
|
67.3K
$2.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.03K- 2.17% |
$182K - $231K
|
317K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
71.9K+ 206.77% |
$1.86M - $2.37M
|
107K
$3.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.55KNew |
$170K - $216K
|
6.55K
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.85K+ 39.94% |
$74K - $93.9K
|
10K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-317- 0.49% |
$8.22K - $10.4K
|
64.6K
$2.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.71K+ 1.84% |
$174K - $221K
|
371K
$12.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
43.3K+ 14.43% |
$1.12M - $1.43M
|
344K
$11.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
49.2K+ 11.69% |
$1.28M - $1.62M
|
470K
$15.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.6K- 6.28% |
$223K - $283K
|
128K
$4.31M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 1.83% |
$2.62K - $3.32K
|
5.61K
$188K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-2.86K- 1.22% |
$74.2K - $94.2K
|
233K
$7.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.08K+ 12.46% |
$79.9K - $101K
|
27.8K
$933K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.31K+ 7.16% |
$33.9K - $43K
|
19.6K
$657K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.24K- 1.69% |
$84K - $107K
|
188K
$6.32M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.4K+ 9.72% |
$502K - $638K
|
219K
$7.34M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
370+ 2.06% |
$9.59K - $12.2K
|
18.3K
$615K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-437K- 96.39% |
$11.4M - $13.2M
|
16.4K
$549K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
259KNew |
$6.75M - $7.81M
|
259K
$8.68M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-105- 0.44% |
$2.74K - $3.17K
|
23.9K
$803K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
163K+ 1994.81% |
$4.26M - $4.94M
|
172K
$5.76M
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.07K+ 12.43% |
$27.9K - $32.3K
|
9.68K
$325K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 2.69% |
$2.09K - $2.42K
|
2.89K
$97K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33.7K+ 7.75% |
$879K - $1.02M
|
468K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.96K+ 57.18% |
$182K - $210K
|
19.1K
$642K
|
|