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 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.94K+ 1.32% |
$326K - $356K
|
763K
$27.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.48K+ 7.35% |
$180K - $196K
|
80K
$2.87M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
15.2K+ 17.33% |
$499K - $545K
|
103K
$3.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
42New |
$1.38K - $1.5K
|
42
$1.51K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-67- 0.53% |
$2.2K - $2.4K
|
12.7K
$455K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-704- 1.71% |
$23.1K - $25.2K
|
40.6K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.48K+ 3.92% |
$48.5K - $53K
|
39.2K
$1.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8New |
$262 - $286
|
8
$287
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-17- 0.23% |
$557 - $608
|
7.33K
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-582- 0.47% |
$19.1K - $20.8K
|
124K
$4.45M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-23.6K- 5.96% |
$773K - $844K
|
372K
$13.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.69KNew |
$219K - $239K
|
6.69K
$240K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
11.9KNew |
$389K - $425K
|
11.9K
$427K
|
|
|
Nov 10, 2025
Q3 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
754+ 34.3% |
$24.7K - $27K
|
2.95K
$106K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
15.4K+ 10.67% |
$506K - $553K
|
160K
$5.75M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11.1K+ 13.12% |
$363K - $397K
|
95.5K
$3.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.39K- 17.78% |
$78.4K - $85.6K
|
11.1K
$397K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-486- 0.77% |
$15.9K - $17.4K
|
62.5K
$2.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
136+ 0.4% |
$4.46K - $4.87K
|
34.4K
$1.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
36+ 0.2% |
$1.18K - $1.29K
|
18.5K
$664K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-959- 4.46% |
$31.4K - $34.3K
|
20.5K
$737K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.07K- 12.24% |
$68K - $74.2K
|
14.9K
$534K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.56K+ 25.61% |
$83.8K - $91.5K
|
12.5K
$450K
|
|
|
Nov 07, 2025
Q3 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
SELL
|
- |
-1.15K- 0.9% |
$37.8K - $41.3K
|
127K
$4.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.07% |
$492 - $537
|
22.6K
$812K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-386- 0.87% |
$12.7K - $13.8K
|
44K
$1.58M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-41- 0.39% |
$1.34K - $1.47K
|
10.3K
$371K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.13K+ 5.05% |
$234K - $255K
|
148K
$5.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
610+ 3.95% |
$20K - $21.8K
|
16K
$576K
|
|
|
Nov 06, 2025
Q3 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-23.6K- 4.61% |
$772K - $843K
|
488K
$17.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.06% |
$131 - $143
|
6.29K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.37K+ 4.02% |
$44.7K - $48.9K
|
35.3K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-6.09K- 2.83% |
$199K - $218K
|
209K
$7.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
5.45K+ 10.61% |
$179K - $195K
|
56.8K
$2.04M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-9.73K- 18.86% |
$319K - $348K
|
41.9K
$1.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
8.53K+ 2.69% |
$280K - $305K
|
326K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4K+ 2.58% |
$998K - $1.09M
|
1.21M
$43.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-13.2K- 4.98% |
$431K - $471K
|
251K
$9.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
16K+ 6.44% |
$525K - $573K
|
265K
$9.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-4.73K- 3.47% |
$155K - $169K
|
131K
$4.72M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
323New |
$10.6K - $11.6K
|
323
$11.6K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.24K+ 2.66% |
$40.7K - $44.4K
|
48K
$1.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
5.95KNew |
$195K - $213K
|
5.95K
$214K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.86% |
$32.8 - $35.8
|
36
$1.29K
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.06K- 3.3% |
$34.8K - $38K
|
31.1K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
31+ 0.48% |
$1.02K - $1.11K
|
6.48K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
437+ 2.87% |
$14.3K - $15.6K
|
15.7K
$563K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.67K+ 16.71% |
$54.7K - $59.8K
|
11.7K
$419K
|
|
|
Nov 05, 2025
Q3 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
625+ 0.22% |
$20.5K - $22.4K
|
289K
$10.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-689- 10.81% |
$22.6K - $24.7K
|
5.69K
$204K
|
|