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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-615- 1.4% |
$16K - $17.9K
|
43.3K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63.7K+ 17.65% |
$1.66M - $1.86M
|
425K
$11.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.48K+ 8.97% |
$247K - $277K
|
115K
$3.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.62K+ 0.89% |
$42.1K - $47.2K
|
184K
$4.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.08% |
$365 - $409
|
17.4K
$460K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.04K- 4.9% |
$27K - $30.2K
|
20.1K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.3K+ 4.32% |
$59.9K - $67.1K
|
55.5K
$1.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.4K+ 58.99% |
$715K - $800K
|
73.9K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 12.84% |
$472K - $529K
|
159K
$4.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.1K+ 4.72% |
$133K - $149K
|
113K
$3M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
6.9K+ 4.27% |
$180K - $201K
|
169K
$4.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65+ 0.2% |
$1.69K - $1.9K
|
32.5K
$860K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
378+ 1.07% |
$9.85K - $11K
|
35.6K
$944K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
321+ 0.26% |
$8.37K - $9.37K
|
124K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-667- 0.75% |
$17.4K - $19.5K
|
88.7K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
9.97K+ 31.0% |
$260K - $291K
|
42.1K
$1.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.71K+ 17.87% |
$227K - $254K
|
57.5K
$1.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 7.98% |
$273K - $306K
|
142K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$26.1 - $29.2
|
15.6K
$414K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-16- 0.07% |
$417 - $467
|
21.4K
$567K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
195+ 0.41% |
$5.08K - $5.69K
|
47.7K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-620- 0.35% |
$16.2K - $18.1K
|
175K
$4.65M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9+ 0.02% |
$235 - $263
|
37.4K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
11.3K+ 2.1% |
$294K - $329K
|
549K
$14.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
10+ 0.09% |
$261 - $292
|
11.3K
$298K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.07K+ 13.49% |
$132K - $148K
|
42.6K
$1.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.07K+ 135.11% |
$54K - $60.5K
|
3.61K
$95.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.32K+ 6.98% |
$60.5K - $67.7K
|
35.6K
$944K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4KNew |
$376K - $421K
|
14.4K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.65K+ 9.75% |
$42.9K - $48K
|
18.5K
$491K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-907- 3.4% |
$23.6K - $26.5K
|
25.7K
$682K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.69K+ 11.63% |
$226K - $253K
|
83.4K
$2.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
162New |
$4.22K - $4.73K
|
162
$4.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.31K+ 2.09% |
$164K - $184K
|
308K
$8.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-9.01K- 1.18% |
$235K - $263K
|
754K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.57K+ 26.0% |
$66.9K - $74.9K
|
12.4K
$330K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
614+ 2.41% |
$16K - $17.9K
|
26.1K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.97K+ 0.88% |
$77.4K - $86.6K
|
341K
$9.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.45K- 8.96% |
$220K - $246K
|
85.9K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
85+ 15.8% |
$2.22K - $2.48K
|
623
$16.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
213KNew |
$5.54M - $6.21M
|
213K
$5.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.1% |
$27.4K - $30.7K
|
8.42K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
927New |
$24.2K - $27K
|
927
$24.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.91K+ 2.16% |
$154K - $172K
|
279K
$7.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
112KNew |
$2.92M - $3.27M
|
112K
$2.97M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.2KNew |
$293K - $328K
|
11.2K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32.9K+ 3.03% |
$858K - $961K
|
1.12M
$29.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-392- 3.94% |
$10.2K - $11.4K
|
9.56K
$253K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.62K+ 2.45% |
$42.1K - $47.2K
|
67.6K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-263- 0.04% |
$6.85K - $7.67K
|
627K
$16.6M
|