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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 3.78% |
$86.6K - $95.4K
|
96.2K
$2.69M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.48K+ 25.8% |
$111K - $122K
|
21.8K
$610K
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-403- 0.58% |
$9.97K - $11K
|
69K
$1.93M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
207New |
$5.12K - $5.64K
|
207
$5.78K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 52.32% |
$26.3K - $28.9K
|
3.09K
$86.4K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-833K- 48.45% |
$20.6M - $22.7M
|
886K
$24.8M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.25% |
$74.2 - $81.7
|
1.22K
$34.1K
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.65K+ 49.68% |
$189K - $208K
|
23.1K
$644K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$148 - $163
|
16.4K
$459K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-320- 0.99% |
$7.91K - $8.72K
|
31.9K
$891K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.3K+ 32.42% |
$750K - $827K
|
124K
$3.46M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.48K- 6.32% |
$36.5K - $40.2K
|
21.9K
$610K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$963K - $1.06M
|
38.9K
$1.09M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.4K+ 1589.8% |
$925K - $1.02M
|
39.8K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
765K+ 123.08% |
$18.9M - $20.8M
|
1.39M
$38.7M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 1.93% |
$36.3K - $40K
|
74.7K
$2.09M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 1.71% |
$126K - $138K
|
302K
$8.43M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 82.65% |
$886K - $976K
|
79.2K
$2.21M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 20.23% |
$919K - $1.01M
|
221K
$6.17M
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
363K+ 4.67% |
$8.98M - $9.89M
|
8.13M
$227M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6K+ 3.34% |
$533K - $587K
|
667K
$18.6M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.48K+ 2.74% |
$61.3K - $67.5K
|
92.9K
$2.59M
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
778+ 1.19% |
$19.2K - $21.2K
|
66K
$1.84M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 31.77% |
$339K - $374K
|
29.4K
$822K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17.8K+ 8.64% |
$440K - $485K
|
224K
$6.25M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.37K+ 1.22% |
$33.9K - $37.3K
|
114K
$3.18M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
110K+ 18.61% |
$2.72M - $3M
|
701K
$19.6M
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.7K- 2.66% |
$264K - $290K
|
390K
$10.9M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
205KNew |
$5.08M - $5.59M
|
205K
$5.74M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-52.5K- 32.73% |
$1.3M - $1.43M
|
108K
$3.01M
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-61.4K- 34.37% |
$1.52M - $1.67M
|
117K
$3.27M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.8K- 6.8% |
$464K - $511K
|
257K
$7.18M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96+ 11.52% |
$2.37K - $2.62K
|
929
$25.9K
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-597- 4.3% |
$14.8K - $16.3K
|
13.3K
$371K
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
6.8K+ 26.82% |
$168K - $185K
|
32.2K
$899K
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
255+ 0.49% |
$6.31K - $6.95K
|
52.5K
$1.47M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.8K+ 2.26% |
$267K - $294K
|
489K
$13.7M
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
232KNew |
$5.73M - $6.31M
|
232K
$6.47M
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.92K+ 1.92% |
$47.5K - $52.3K
|
102K
$2.84M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
195K+ 144.46% |
$4.81M - $5.3M
|
329K
$9.2M
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$12.8K - $14.1K
|
517
$14.4K
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
38.9K+ 15.09% |
$962K - $1.06M
|
297K
$8.28M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.5K- 58.22% |
$186K - $204K
|
5.39K
$150K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 8.94% |
$295K - $325K
|
122K
$3.4M
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
928+ 4.55% |
$22.9K - $25.3K
|
21.3K
$596K
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.34K+ 26.75% |
$82.6K - $91K
|
15.8K
$442K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
471+ 0.53% |
$11.6K - $12.8K
|
89.3K
$2.49M
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
7.72KNew |
$191K - $210K
|
7.72K
$216K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.1K- 52.16% |
$596K - $656K
|
22.1K
$617K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
162K+ 146.12% |
$4.02M - $4.43M
|
274K
$7.64M
|