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 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
62.8K+ 35.28% |
$1.65M - $1.79M
|
241K
$6.92M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 11.24% |
$374K - $407K
|
141K
$4.06M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
229+ 7.82% |
$6.01K - $6.54K
|
3.16K
$90.9K
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.77KNew |
$204K - $222K
|
7.77K
$224K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.8K+ 40.11% |
$282K - $307K
|
37.6K
$1.08M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
73K+ 8.64% |
$1.91M - $2.09M
|
918K
$26.4M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-819- 7.61% |
$21.5K - $23.4K
|
9.95K
$286K
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
4.68K+ 26.12% |
$123K - $134K
|
22.6K
$650K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
230KNew |
$6.03M - $6.56M
|
230K
$6.61M
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.82K+ 0.83% |
$47.8K - $52.1K
|
222K
$6.39M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
29.7K+ 22.54% |
$780K - $849K
|
162K
$4.65M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
29.5KNew |
$775K - $844K
|
29.5K
$850K
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.5K+ 3.53% |
$302K - $329K
|
338K
$9.72M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-438- 25.44% |
$11.5K - $12.5K
|
1.28K
$36.9K
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-49- 0.49% |
$1.29K - $1.4K
|
9.87K
$284K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
395+ 9.37% |
$10.4K - $11.3K
|
4.61K
$133K
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.12K- 2.99% |
$29.4K - $32K
|
36.4K
$1.05M
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-307- 0.31% |
$8.05K - $8.77K
|
98.5K
$2.83M
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.5K- 81.09% |
$976K - $1.07M
|
9.2K
$265K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25KNew |
$130K - $143K
|
5.25K
$151K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
580New |
$14.3K - $15.8K
|
580
$16.7K
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$963K - $1.06M
|
38.9K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-52.5K- 32.73% |
$1.3M - $1.43M
|
108K
$3.1M
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
778+ 1.19% |
$19.2K - $21.2K
|
66K
$1.9M
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.8K+ 2.26% |
$267K - $294K
|
489K
$14.1M
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
6.8K+ 26.82% |
$168K - $185K
|
32.2K
$926K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$12.8K - $14.1K
|
517
$14.9K
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
162K+ 146.12% |
$4.02M - $4.43M
|
274K
$7.87M
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.83K- 6.47% |
$119K - $131K
|
69.7K
$2.01M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
393+ 1.94% |
$9.72K - $10.7K
|
20.7K
$595K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$520K - $573K
|
21K
$605K
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
196KNew |
$4.85M - $5.34M
|
196K
$5.64M
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$328K - $361K
|
13.2K
$381K
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.85KNew |
$95.3K - $105K
|
3.85K
$111K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 2.7% |
$27.2K - $30K
|
41.9K
$1.2M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.22K+ 14.54% |
$104K - $115K
|
33.3K
$957K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98New |
$2.42K - $2.67K
|
98
$2.82K
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
11.9K+ 36.96% |
$294K - $324K
|
44.1K
$1.27M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.64KNew |
$189K - $208K
|
7.64K
$220K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 8.62% |
$5.47K - $6.02K
|
2.79K
$80.2K
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-7- 0.01% |
$173 - $191
|
87.9K
$2.53M
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
7.52KNew |
$186K - $205K
|
7.52K
$216K
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41.8K- 91.96% |
$1.03M - $1.14M
|
3.65K
$105K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-375- 0.86% |
$9.27K - $10.2K
|
43K
$1.24M
|
|
Q4 2023 | |||||||
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.21K+ 7.89% |
$94.4K - $109K
|
57.5K
$1.66M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 18.98% |
$453K - $522K
|
127K
$3.64M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.5KNew |
$302K - $349K
|
13.5K
$388K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$2.49K - $2.87K
|
111
$3.19K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
538New |
$12.1K - $13.9K
|
538
$15.5K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
48.4K+ 12.91% |
$1.09M - $1.25M
|
424K
$12.2M
|