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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25.6K+ 66.02% |
$671K - $730K
|
64.3K
$1.85M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
653New |
$17.1K - $18.6K
|
653
$18.8K
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3+ 0.03% |
$78.7 - $85.7
|
9.17K
$264K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$26.2 - $28.6
|
17.3K
$499K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.6K- 16.84% |
$410K - $447K
|
77.2K
$2.22M
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-292- 1.35% |
$7.66K - $8.34K
|
21.4K
$615K
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
15.5K+ 66.17% |
$408K - $444K
|
39K
$1.12M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.49K+ 14.64% |
$170K - $185K
|
50.8K
$1.46M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.57K- 21.12% |
$120K - $131K
|
17.1K
$491K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.45% |
$472 - $514
|
1.26K
$36.3K
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.52K+ 1.0% |
$39.7K - $43.3K
|
154K
$4.42M
|
|
Jul 25, 2024
Q2 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-93.5K- 15.58% |
$2.45M - $2.67M
|
507K
$14.6M
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
359+ 0.27% |
$9.42K - $10.3K
|
132K
$3.79M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.27K+ 3.36% |
$112K - $122K
|
131K
$3.77M
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
604+ 1.16% |
$15.8K - $17.3K
|
52.8K
$1.52M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.28K+ 14.03% |
$86K - $93.6K
|
26.6K
$767K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.12K+ 24.37% |
$134K - $146K
|
26.1K
$751K
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 1.16% |
$9.1K - $9.91K
|
30.2K
$870K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41KNew |
$1.07M - $1.17M
|
41K
$1.18M
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
25.9K+ 7.9% |
$680K - $740K
|
354K
$10.2M
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
40.5K+ 20.51% |
$1.06M - $1.16M
|
238K
$6.84M
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.9K+ 3.53% |
$416K - $453K
|
466K
$13.4M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
436+ 5.71% |
$11.4K - $12.5K
|
8.07K
$232K
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
481+ 1.65% |
$12.6K - $13.7K
|
29.7K
$854K
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
10.8K+ 4.06% |
$284K - $309K
|
277K
$7.98M
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.45K- 0.32% |
$38.1K - $41.5K
|
458K
$13.2M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
70.4KNew |
$1.85M - $2.01M
|
70.4K
$2.02M
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.11K- 5.44% |
$81.5K - $88.7K
|
54K
$1.55M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18.5K+ 19.58% |
$485K - $528K
|
113K
$3.25M
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.45K+ 0.83% |
$37.9K - $41.3K
|
176K
$5.06M
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
18.7K+ 7.35% |
$491K - $535K
|
273K
$7.87M
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
407+ 1.27% |
$10.7K - $11.6K
|
32.4K
$932K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.54KNew |
$40.3K - $43.8K
|
1.54K
$44.2K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7KNew |
$1.28M - $1.39M
|
48.7K
$1.4M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 16.78% |
$495K - $539K
|
131K
$3.78M
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
715+ 4.43% |
$18.8K - $20.4K
|
16.9K
$485K
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 2.35% |
$45K - $49K
|
74.7K
$2.15M
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-7.21K- 3.8% |
$189K - $206K
|
182K
$5.25M
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-29.7K- 5.23% |
$779K - $848K
|
538K
$15.5M
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-4.58K- 28.94% |
$120K - $131K
|
11.2K
$324K
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-40.6K- 48.04% |
$1.06M - $1.16M
|
43.9K
$1.26M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
53.8KNew |
$1.41M - $1.54M
|
53.8K
$1.55M
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-864- 0.96% |
$22.7K - $24.7K
|
89.3K
$2.57M
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.37K+ 4.09% |
$35.9K - $39.1K
|
34.8K
$1M
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19.9K+ 23.16% |
$521K - $568K
|
106K
$3.04M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
46.5KNew |
$1.22M - $1.33M
|
46.5K
$1.34M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 0.45% |
$525 - $571
|
4.47K
$129K
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.87K+ 2.06% |
$128K - $139K
|
241K
$6.93M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.32K+ 0.67% |
$113K - $123K
|
653K
$18.8M
|