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 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.36K+ 15.1% |
$192K - $206K
|
63.7K
$1.69M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-9K- 45.59% |
$207K - $221K
|
10.7K
$285K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-140KClosed |
$3.13M - $3.46M
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
798New |
$17.9K - $19.8K
|
798
$21.2K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
18.4KNew |
$412K - $455K
|
18.4K
$488K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.66KNew |
$37.2K - $41.1K
|
1.66K
$44.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
513New |
$11.5K - $12.7K
|
513
$13.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
180+ 1.24% |
$4.03K - $4.46K
|
14.8K
$391K
|
|
| Q4 2022 | |||||||
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
15.5KNew |
$286K - $349K
|
15.5K
$411K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.95KNew |
$54.5K - $66.5K
|
2.95K
$78.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
10.9KNew |
$201K - $245K
|
10.9K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2.16KNew |
$39.8K - $48.6K
|
2.16K
$57.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3.68KNew |
$67.8K - $82.9K
|
3.68K
$97.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
373K+ 309.75% |
$6.88M - $8.41M
|
493K
$13.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
83.7KNew |
$1.54M - $1.89M
|
83.7K
$2.22M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.26KClosed |
$78.2K - $96.1K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-25.2K- 31.1% |
$463K - $569K
|
55.8K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
301K+ 890.24% |
$5.52M - $6.78M
|
334K
$8.86M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-114K- 32.89% |
$2.09M - $2.57M
|
232K
$6.15M
|
|
| Q2 2022 | |||||||
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$31.6K - $37.5K
|
1.5K
$39.8K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
200KNew |
$4.94M - $5.05M
|
200K
$5.3M
|
|