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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 99.03% |
$441K - $493K
|
166
$4.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13.8K+ 14.15% |
$359K - $402K
|
111K
$2.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
143KNew |
$3.73M - $4.17M
|
143K
$3.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.36K+ 10.51% |
$61.4K - $68.8K
|
24.8K
$658K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.36K+ 3.25% |
$35.3K - $39.5K
|
43K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.9K+ 124.39% |
$362K - $405K
|
25.1K
$664K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.25K- 1.46% |
$58.6K - $65.6K
|
151K
$4.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
6+ 0.03% |
$156 - $175
|
19.7K
$523K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.55K+ 2.43% |
$66.4K - $74.4K
|
108K
$2.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33.1K+ 9.42% |
$862K - $965K
|
384K
$10.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
48+ 0.4% |
$1.25K - $1.4K
|
11.9K
$316K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-117K- 39.03% |
$3.05M - $3.41M
|
183K
$4.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20.5K+ 16.95% |
$534K - $598K
|
141K
$3.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
42.4K+ 11.99% |
$1.11M - $1.24M
|
397K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27.7K+ 12.56% |
$723K - $809K
|
248K
$6.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.5K+ 15.26% |
$1.6M - $1.79M
|
465K
$12.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-499- 5.44% |
$13K - $14.6K
|
8.67K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
45.9K+ 19.08% |
$1.2M - $1.34M
|
287K
$7.6M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.1K+ 31.88% |
$289K - $324K
|
45.9K
$1.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.1K- 1.72% |
$28.8K - $32.2K
|
63.2K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.19K+ 5.66% |
$83K - $93K
|
59.5K
$1.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.32K+ 22.75% |
$243K - $272K
|
50.3K
$1.33M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
189K+ 3.13% |
$4.91M - $5.5M
|
6.21M
$165M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-12.4K- 3.31% |
$324K - $363K
|
363K
$9.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.56K- 52.93% |
$40.8K - $45.6K
|
1.39K
$36.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 10.69% |
$72.8K - $81.5K
|
28.9K
$766K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.1K- 43.47% |
$576K - $645K
|
28.7K
$762K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
628+ 2.08% |
$16.4K - $18.3K
|
30.9K
$818K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-801- 58.64% |
$20.9K - $23.4K
|
565
$15K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
14.3K+ 5.99% |
$371K - $416K
|
252K
$6.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
529+ 0.25% |
$13.8K - $15.4K
|
210K
$5.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15K+ 432.42% |
$390K - $436K
|
18.4K
$488K
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8+ 0.44% |
$208 - $233
|
1.81K
$48K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.29% |
$156 - $175
|
2.08K
$55.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 0.44% |
$365 - $409
|
3.17K
$84.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
51.1K+ 45.22% |
$1.33M - $1.49M
|
164K
$4.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.2K+ 3.85% |
$318K - $356K
|
329K
$8.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.61K- 3.37% |
$67.9K - $76K
|
74.6K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
2.2K+ 3.11% |
$57.4K - $64.3K
|
73K
$1.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-262- 0.2% |
$6.83K - $7.65K
|
131K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
194+ 2.4% |
$5.06K - $5.66K
|
8.27K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.61% |
$2.16K - $2.42K
|
13.5K
$358K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.71K+ 1.95% |
$44.6K - $49.9K
|
89.6K
$2.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-127- 0.47% |
$3.31K - $3.71K
|
27.1K
$718K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
80+ 0.03% |
$2.08K - $2.33K
|
241K
$6.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.16K- 3.07% |
$56.3K - $63K
|
68.2K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.28K+ 2.66% |
$33.2K - $37.2K
|
49.2K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-185K- 28.31% |
$4.82M - $5.39M
|
468K
$12.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.26K+ 3.24% |
$32.9K - $36.9K
|
40.3K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.37K+ 2.6% |
$35.7K - $40K
|
54.1K
$1.43M
|