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, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.2K+ 5.76% |
$554K - $642K
|
390K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
81.3KNew |
$2.12M - $2.46M
|
81.3K
$2.73M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.17% |
$2.61K - $3.02K
|
59.5K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.01K- 1.12% |
$131K - $151K
|
443K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.9K- 12.47% |
$1.2M - $1.39M
|
322K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.92K+ 15.69% |
$76.3K - $88.3K
|
21.6K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.56K+ 1.87% |
$197K - $228K
|
412K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-56.9K- 61.32% |
$1.49M - $1.72M
|
35.9K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.7K- 80.47% |
$670K - $776K
|
6.23K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.9K+ 57.88% |
$597K - $691K
|
62.4K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.77K- 2.45% |
$46.3K - $53.6K
|
70.5K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 3.27% |
$523K - $606K
|
593K
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
659KNew |
$17.2M - $19.9M
|
659K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.71K+ 11.54% |
$227K - $263K
|
84.2K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-221K- 99.05% |
$5.77M - $6.68M
|
2.13K
$71.4K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
100K+ 4.5% |
$2.62M - $3.03M
|
2.33M
$78.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.48K+ 0.5% |
$38.6K - $44.7K
|
300K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
148K+ 99.62% |
$3.85M - $4.46M
|
296K
$9.93M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.8K- 59.38% |
$1.56M - $1.81M
|
40.9K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.05KNew |
$210K - $243K
|
8.05K
$270K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28.3K+ 9.31% |
$739K - $856K
|
333K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.42K+ 24.25% |
$36.9K - $42.8K
|
7.26K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-339- 22.89% |
$8.84K - $10.2K
|
1.14K
$38.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- 0.03% |
$52.2 - $60.4
|
6.87K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.25K+ 4.0% |
$32.5K - $37.6K
|
32.4K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
59.7K+ 161.2% |
$1.56M - $1.8M
|
96.7K
$3.25M
|
|
|
May 14, 2025
Q1 2025
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
52.5K+ 11.44% |
$1.37M - $1.59M
|
511K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.14K- 0.4% |
$108K - $125K
|
1.04M
$35M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
9.63KNew |
$251K - $291K
|
9.63K
$323K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6K- 8.69% |
$157K - $181K
|
63K
$2.12M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.61K+ 10.75% |
$94.2K - $109K
|
37.2K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.81K+ 8.33% |
$99.4K - $115K
|
49.6K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
162K+ 276.83% |
$4.21M - $4.88M
|
220K
$7.38M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.31K+ 28.82% |
$60.2K - $69.7K
|
10.3K
$346K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.94KNew |
$181K - $210K
|
6.94K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-731- 0.9% |
$19.1K - $22.1K
|
80.5K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 1.45% |
$5.22K - $6.04K
|
14K
$470K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-289- 1.31% |
$7.54K - $8.73K
|
21.7K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.66% |
$541K - $626K
|
760K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.58K- 3.11% |
$120K - $138K
|
143K
$4.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-56.4K- 20.51% |
$1.47M - $1.7M
|
219K
$7.33M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.85K- 1.95% |
$179K - $207K
|
345K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
305KNew |
$7.96M - $9.22M
|
305K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-98.6K- 36.0% |
$2.57M - $2.98M
|
175K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-82- 0.06% |
$2.14K - $2.48K
|
133K
$4.47M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
16.8K+ 5.17% |
$439K - $509K
|
342K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
22.7K+ 3.14% |
$592K - $686K
|
745K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39K+ 11.74% |
$1.02M - $1.18M
|
371K
$12.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.4K+ 2.69% |
$481K - $557K
|
702K
$23.6M
|