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 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
114KNew |
$3.75M - $4.09M
|
114K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.13K+ 5.77% |
$37K - $40.4K
|
20.7K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19.4K+ 0.33% |
$636K - $695K
|
5.86M
$211M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-750- 3.7% |
$24.6K - $26.8K
|
19.5K
$701K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
15K+ 15.06% |
$491K - $536K
|
114K
$4.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
28.3K+ 8.23% |
$927K - $1.01M
|
372K
$13.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77K+ 2.39% |
$57.9K - $63.2K
|
75.7K
$2.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
24.1K+ 2.88% |
$789K - $861K
|
861K
$30.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.38K+ 18.63% |
$144K - $157K
|
27.9K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
37+ 0.2% |
$1.21K - $1.32K
|
18.1K
$650K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
8+ 0.47% |
$262 - $286
|
1.7K
$61K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17.4K- 5.92% |
$569K - $621K
|
276K
$9.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-843- 3.05% |
$27.6K - $30.2K
|
26.8K
$963K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.24K- 5.94% |
$106K - $116K
|
51.2K
$1.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
616+ 0.47% |
$20.2K - $22K
|
132K
$4.73M
|
|
|
Oct 16, 2025
Q3 2025
|
Shearwater Capital LLC
|
BUY
|
- |
67+ 0.26% |
$2.2K - $2.4K
|
26.2K
$943K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-600- 1.01% |
$19.7K - $21.5K
|
58.5K
$2.1M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-464- 3.14% |
$15.2K - $16.6K
|
14.3K
$513K
|
|
|
Oct 16, 2025
Q3 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-16- 0.01% |
$524 - $573
|
107K
$3.83M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
595+ 0.56% |
$19.5K - $21.3K
|
108K
$3.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26+ 0.04% |
$852 - $931
|
70.1K
$2.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
10.9KNew |
$357K - $390K
|
10.9K
$391K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
6.56K+ 9.51% |
$215K - $235K
|
75.5K
$2.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
71.9K+ 925.39% |
$2.36M - $2.57M
|
79.7K
$2.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.25K- 13.08% |
$40.8K - $44.6K
|
8.28K
$297K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
177K+ 125.34% |
$5.82M - $6.35M
|
319K
$11.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
12.5K+ 2.8% |
$411K - $449K
|
461K
$16.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
119K+ 157.86% |
$3.91M - $4.26M
|
195K
$6.99M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-4.47K- 1.5% |
$147K - $160K
|
293K
$10.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
2.57K+ 4.56% |
$84.1K - $91.8K
|
58.8K
$2.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
SELL
|
- |
-2.51K- 0.68% |
$82.4K - $89.9K
|
369K
$13.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
110K+ 11.09% |
$3.59M - $3.92M
|
1.1M
$39.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.18K- 1.0% |
$38.5K - $42.1K
|
116K
$4.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-18.6K- 13.61% |
$611K - $667K
|
118K
$4.25M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.96KNew |
$195K - $213K
|
5.96K
$214K
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
19+ 0.05% |
$623 - $680
|
36.4K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4.83KNew |
$158K - $173K
|
4.83K
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.92K+ 2.16% |
$194K - $212K
|
280K
$10.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
53.2K+ 79.69% |
$1.74M - $1.9M
|
120K
$4.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-18K- 2.41% |
$591K - $645K
|
730K
$26.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
10.9K+ 1.77% |
$357K - $389K
|
625K
$22.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.75K- 29.89% |
$254K - $277K
|
18.2K
$653K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.81K+ 2.01% |
$92.2K - $101K
|
143K
$5.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-4.69K- 4.61% |
$154K - $168K
|
97.2K
$3.49M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
3.29K+ 2.83% |
$108K - $118K
|
119K
$4.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-1.05K- 2.11% |
$34.3K - $37.5K
|
48.5K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-259- 3.95% |
$8.49K - $9.27K
|
6.29K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
734+ 0.57% |
$24.1K - $26.3K
|
129K
$4.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.65K+ 42.6% |
$251K - $274K
|
25.6K
$919K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.64KNew |
$53.9K - $58.8K
|
1.64K
$59K
|
|