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 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.23KNew |
$189K - $218K
|
7.23K
$243K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.29K+ 1.66% |
$59.8K - $69.2K
|
140K
$4.7M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-711- 84.84% |
$18.5K - $21.5K
|
127
$4.26K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-643- 6.49% |
$16.8K - $19.4K
|
9.26K
$311K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.1K- 10.0% |
$265K - $307K
|
91.3K
$3.06M
|
|
|
May 06, 2025
Q1 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
4.85K+ 6.5% |
$126K - $146K
|
79.4K
$2.66M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.6K- 24.94% |
$537K - $622K
|
62K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21+ 0.07% |
$548 - $634
|
29.9K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
9.3K+ 3.22% |
$243K - $281K
|
298K
$10M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 6.75% |
$102K - $118K
|
54K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-295- 0.57% |
$7.7K - $8.91K
|
51.1K
$1.71M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$52.2 - $60.4
|
3.18K
$107K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.31K- 9.13% |
$60.2K - $69.7K
|
22.9K
$770K
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.82K+ 4.65% |
$73.5K - $85.2K
|
63.4K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 0.11% |
$52.2 - $60.4
|
1.83K
$61.2K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
16.8K+ 71.71% |
$439K - $508K
|
40.3K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10.4K- 3.21% |
$271K - $314K
|
313K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5K+ 1.07% |
$130K - $151K
|
474K
$15.9M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.1K- 5.59% |
$395K - $457K
|
256K
$8.58M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$913 - $1.06K
|
35
$1.17K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-240K- 3.76% |
$6.27M - $7.26M
|
6.15M
$206M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.48K+ 2.07% |
$64.6K - $74.8K
|
122K
$4.1M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
978+ 6.37% |
$25.5K - $29.5K
|
16.3K
$548K
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 9.46% |
$33.2K - $38.5K
|
14.7K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.24K- 7.99% |
$111K - $128K
|
48.9K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.34K+ 413.93% |
$191K - $222K
|
9.11K
$306K
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
29.6K+ 10.74% |
$773K - $896K
|
306K
$10.3M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-38.3K- 7.92% |
$999K - $1.16M
|
445K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
81.2K+ 6.7% |
$2.12M - $2.45M
|
1.29M
$43.4M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
341+ 1.93% |
$8.9K - $10.3K
|
18K
$605K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 7.76% |
$27.2K - $31.4K
|
14.5K
$485K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 4.83% |
$35.4K - $41K
|
26.8K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
16.9K+ 9.47% |
$440K - $510K
|
195K
$6.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7KNew |
$462K - $535K
|
17.7K
$594K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25.2K+ 5.38% |
$658K - $762K
|
494K
$16.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.95K- 96.13% |
$207K - $240K
|
320
$10.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.49K- 8.48% |
$64.8K - $75.1K
|
26.8K
$900K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
14K+ 39.2% |
$366K - $423K
|
49.8K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
110K+ 13.1% |
$2.88M - $3.33M
|
952K
$32M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.26K+ 1.47% |
$58.9K - $68.2K
|
155K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
89.4K+ 25.41% |
$2.33M - $2.7M
|
441K
$14.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
46.1K+ 4.74% |
$1.2M - $1.39M
|
1.02M
$34.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
12K+ 10.01% |
$312K - $361K
|
131K
$4.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.98K+ 5.81% |
$104K - $120K
|
72.5K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
7.45KNew |
$194K - $225K
|
7.45K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.18KNew |
$30.7K - $35.5K
|
1.18K
$39.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100- 0.02% |
$2.61K - $3.02K
|
418K
$14M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 115.07% |
$391K - $453K
|
28K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.52K- 1.61% |
$170K - $197K
|
399K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.12KNew |
$186K - $215K
|
7.12K
$239K
|