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 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$963K - $1.06M
|
38.9K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-52.5K- 32.73% |
$1.3M - $1.43M
|
108K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.8K+ 2.26% |
$267K - $294K
|
489K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
162K+ 146.12% |
$4.02M - $4.43M
|
274K
$7.26M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$12.8K - $14.1K
|
517
$13.7K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$520K - $573K
|
21K
$557K
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
196KNew |
$4.85M - $5.34M
|
196K
$5.2M
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$328K - $361K
|
13.2K
$351K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.85KNew |
$95.3K - $105K
|
3.85K
$102K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 2.7% |
$27.2K - $30K
|
41.9K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98New |
$2.42K - $2.67K
|
98
$2.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
11.9K+ 36.96% |
$294K - $324K
|
44.1K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.64KNew |
$189K - $208K
|
7.64K
$202K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 8.62% |
$5.47K - $6.02K
|
2.79K
$73.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
7.52KNew |
$186K - $205K
|
7.52K
$199K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41.8K- 91.96% |
$1.03M - $1.14M
|
3.65K
$96.9K
|
|
| Q4 2023 | |||||||
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.21K+ 7.89% |
$94.4K - $109K
|
57.5K
$1.53M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 18.98% |
$453K - $522K
|
127K
$3.36M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.5KNew |
$302K - $349K
|
13.5K
$357K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$2.49K - $2.87K
|
111
$2.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$79.7K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
48.4K+ 12.91% |
$1.09M - $1.25M
|
424K
$11.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.6K+ 3.1% |
$103K - $119K
|
153K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$16.8K - $19.4K
|
750
$19.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 69.56% |
$178K - $206K
|
19.4K
$514K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.59K- 38.94% |
$215K - $248K
|
15K
$398K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
20.2K+ 89.27% |
$453K - $523K
|
42.9K
$1.14M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.9K+ 0.86% |
$64.9K - $74.9K
|
341K
$9.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-14.7K- 6.94% |
$331K - $381K
|
198K
$5.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-812- 1.82% |
$18.2K - $21K
|
43.8K
$1.16M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
95New |
$2.13K - $2.46K
|
95
$2.52K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$79.7K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129New |
$3K - $3.24K
|
129
$3.42K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$267K - $289K
|
11.5K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121KNew |
$2.81M - $3.04M
|
121K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15KNew |
$348K - $376K
|
15K
$397K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.33K - $2.51K
|
100
$2.65K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12K+ 48.88% |
$279K - $302K
|
36.6K
$970K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38K+ 1.87% |
$125K - $135K
|
294K
$7.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-153K- 68.55% |
$3.56M - $3.84M
|
70.1K
$1.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.1K+ 27.24% |
$538K - $581K
|
108K
$2.86M
|
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
410New |
$9.54K - $10.3K
|
410
$10.9K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.74K+ 2.93% |
$201K - $215K
|
307K
$8.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52New |
$1.2K - $1.28K
|
52
$1.38K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-979- 4.02% |
$22.5K - $24.1K
|
23.4K
$620K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$1.38M - $1.48M
|
60.1K
$1.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.6K - $4.92K
|
200
$5.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
230+ 6.5% |
$5.29K - $5.66K
|
3.77K
$99.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75New |
$1.73K - $1.85K
|
75
$1.99K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-880- 7.36% |
$20.2K - $21.6K
|
11.1K
$293K
|
|