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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 82.52% |
$112K - $130K
|
910
$30.5K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 15.9% |
$36.6K - $42.3K
|
10.2K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 8.0% |
$417 - $483
|
216
$7.25K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 1.47% |
$47.5K - $55K
|
122K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
69.4K+ 12.63% |
$1.81M - $2.1M
|
619K
$20.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
19.7K+ 13.21% |
$514K - $596K
|
169K
$5.67M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 0.85% |
$73.7K - $85.4K
|
331K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
76.6KNew |
$2M - $2.31M
|
76.6K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.05% |
$183 - $211
|
13.4K
$450K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.85K+ 30.5% |
$74.2K - $85.9K
|
12.2K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
34New |
$887 - $1.03K
|
34
$1.14K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.7K+ 102.12% |
$279K - $324K
|
21.2K
$711K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.07K+ 2.22% |
$80.1K - $92.7K
|
141K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
13.6K+ 74.32% |
$356K - $412K
|
32K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-392K- 67.65% |
$10.2M - $11.8M
|
187K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
9.35K+ 8.28% |
$244K - $282K
|
122K
$4.1M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-195- 9.32% |
$5.09K - $5.89K
|
1.9K
$63.7K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.6K- 5.59% |
$302K - $350K
|
196K
$6.57M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
30K+ 2.48% |
$782K - $905K
|
1.24M
$41.5M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3.54K+ 28.49% |
$92.2K - $107K
|
15.9K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
108New |
$2.82K - $3.26K
|
108
$3.62K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-232- 0.48% |
$6.05K - $7.01K
|
47.9K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.05K+ 15.59% |
$53.4K - $61.9K
|
15.2K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
4.77K+ 17.97% |
$124K - $144K
|
31.3K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2K+ 20.51% |
$685K - $793K
|
154K
$5.17M
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
1.4K+ 8.97% |
$36.5K - $42.3K
|
17K
$571K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
58.9K+ 11.69% |
$1.54M - $1.78M
|
562K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-56.3K- 54.37% |
$1.47M - $1.7M
|
47.2K
$1.58M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-43.6K- 99.82% |
$1.14M - $1.32M
|
80
$2.68K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.79KNew |
$72.8K - $84.3K
|
2.79K
$93.7K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
24.6K+ 11.92% |
$642K - $744K
|
231K
$7.76M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21.1K- 10.9% |
$550K - $636K
|
172K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
14.8K+ 15.6% |
$386K - $447K
|
110K
$3.68M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.17% |
$52.2 - $60.4
|
1.17K
$39.4K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.74K- 2.83% |
$71.4K - $82.7K
|
94.1K
$3.16M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.1KNew |
$28.7K - $33.2K
|
1.1K
$36.9K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.57KNew |
$198K - $229K
|
7.57K
$254K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-83.5K- 11.85% |
$2.18M - $2.52M
|
621K
$20.9M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.92KNew |
$180K - $209K
|
6.92K
$232K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 0.11% |
$1.67K - $1.93K
|
59.5K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.64KNew |
$199K - $231K
|
7.64K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.51K+ 15.42% |
$196K - $227K
|
56.2K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.18K+ 3.86% |
$135K - $156K
|
139K
$4.68M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
96.7K+ 154.52% |
$2.52M - $2.92M
|
159K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.17K- 8.92% |
$82.7K - $95.8K
|
32.4K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
17.5KNew |
$456K - $528K
|
17.5K
$587K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
14.6K+ 34.87% |
$381K - $441K
|
56.5K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.08K- 2.93% |
$54.3K - $62.9K
|
69.1K
$2.32M
|
|
|
May 07, 2025
Q1 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
117KNew |
$3.06M - $3.54M
|
117K
$3.93M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-954- 2.55% |
$24.9K - $28.8K
|
36.5K
$1.22M
|