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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-351- 1.78% |
$9.16K - $10.6K
|
19.4K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-77- 0.36% |
$2.01K - $2.33K
|
21.3K
$715K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.05% |
$235 - $272
|
18.9K
$634K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-581- 1.78% |
$15.2K - $17.6K
|
32.1K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
38.5K+ 9.01% |
$1M - $1.16M
|
465K
$15.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
35.7K+ 14.05% |
$931K - $1.08M
|
290K
$9.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.05% |
$1.15K - $1.33K
|
80.8K
$2.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.6K+ 47.33% |
$615K - $712K
|
73.3K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.05K- 11.64% |
$27.5K - $31.8K
|
8K
$269K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
626+ 1.38% |
$16.3K - $18.9K
|
46K
$1.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.31K- 1.5% |
$34.2K - $39.6K
|
86.3K
$2.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-650- 1.36% |
$17K - $19.6K
|
47.1K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1K+ 1.32% |
$26.2K - $30.3K
|
76.7K
$2.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.46K- 5.67% |
$64.1K - $74.2K
|
40.9K
$1.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.06KNew |
$158K - $183K
|
6.06K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.36K- 94.11% |
$35.5K - $41.1K
|
85
$2.85K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.62K+ 2.75% |
$94.5K - $109K
|
135K
$4.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.06K+ 5.6% |
$132K - $153K
|
95.5K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.42K- 7.58% |
$37K - $42.9K
|
17.3K
$581K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
179K+ 106.85% |
$4.66M - $5.4M
|
346K
$11.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $30.2
|
19.4K
$652K
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
25.2KNew |
$657K - $761K
|
25.2K
$846K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.63K+ 8.83% |
$173K - $200K
|
81.7K
$2.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34K+ 26.15% |
$887K - $1.03M
|
164K
$5.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 2.83% |
$5.82K - $6.74K
|
7.65K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
747+ 8.5% |
$19.5K - $22.6K
|
9.53K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.23K- 11.36% |
$189K - $218K
|
56.4K
$1.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
165+ 1.26% |
$4.3K - $4.98K
|
13.3K
$446K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
39.6K+ 4.81% |
$1.03M - $1.2M
|
863K
$29M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.33% |
$5.22K - $6.04K
|
1.3K
$43.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.4K+ 25.04% |
$375K - $434K
|
71.7K
$2.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
9.52KNew |
$248K - $288K
|
9.52K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9.5K+ 3.45% |
$248K - $287K
|
285K
$9.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.93K+ 1.93% |
$129K - $149K
|
261K
$8.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
15.1K+ 9.05% |
$393K - $455K
|
182K
$6.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
226K+ 15.89% |
$5.89M - $6.82M
|
1.65M
$55.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.85K+ 6.39% |
$48.4K - $56K
|
30.9K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 54.98% |
$40K - $46.4K
|
1.26K
$42.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
4.47K+ 41.62% |
$117K - $135K
|
15.2K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.23K+ 14.52% |
$32K - $37.1K
|
9.69K
$325K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3.27K+ 36.56% |
$85.2K - $98.7K
|
12.2K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 7.14% |
$33.2K - $38.5K
|
16.6K
$556K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
722+ 2.02% |
$18.8K - $21.8K
|
36.5K
$1.22M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
40.3K+ 260.2% |
$1.05M - $1.22M
|
55.7K
$1.87M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.6K- 55.73% |
$2.61M - $2.86M
|
79.1K
$2.65M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
13.2KNew |
$345K - $380K
|
13.2K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$299K - $328K
|
11.4K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.63KNew |
$42.8K - $47K
|
1.63K
$54.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
10.7K+ 15.96% |
$281K - $309K
|
78K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 88.59% |
$26.2K - $28.8K
|
129
$4.33K
|
|