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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.89K+ 3.67% |
$75.8K - $83.3K
|
81.7K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
274K+ 3.19% |
$7.17M - $7.88M
|
8.87M
$298M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-88- 2.28% |
$2.3K - $2.53K
|
3.77K
$126K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
914New |
$23.9K - $26.3K
|
914
$30.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
643New |
$16.8K - $18.5K
|
643
$21.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
24.3KNew |
$637K - $700K
|
24.3K
$817K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.6KNew |
$539K - $592K
|
20.6K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-651- 90.17% |
$17K - $18.7K
|
71
$2.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4.11KNew |
$108K - $118K
|
4.11K
$138K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-168- 0.11% |
$4.4K - $4.83K
|
151K
$5.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$54.2K - $59.6K
|
2.07K
$69.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.4KNew |
$297K - $327K
|
11.4K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.12K+ 6.7% |
$29.3K - $32.2K
|
17.8K
$597K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4KNew |
$560K - $615K
|
21.4K
$718K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-253- 1.54% |
$6.62K - $7.28K
|
16.2K
$543K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
800New |
$20.9K - $23K
|
800
$26.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$2.83K - $3.11K
|
108
$3.62K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.1KNew |
$578K - $635K
|
22.1K
$740K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$355K - $391K
|
13.6K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 72.84% |
$3.09K - $3.39K
|
280
$9.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.37K- 12.26% |
$114K - $126K
|
31.2K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 6.39% |
$29K - $31.9K
|
18.5K
$620K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
346New |
$9.06K - $9.95K
|
346
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
747New |
$19.6K - $21.5K
|
747
$25.1K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12.8KNew |
$333K - $372K
|
12.8K
$428K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
66.6KNew |
$1.73M - $1.94M
|
66.6K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 99.03% |
$441K - $493K
|
166
$5.57K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.56K- 52.93% |
$40.8K - $45.6K
|
1.39K
$46.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-801- 58.64% |
$20.9K - $23.4K
|
565
$19K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 0.44% |
$365 - $409
|
3.17K
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.61% |
$2.16K - $2.42K
|
13.5K
$453K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.4K+ 58.99% |
$715K - $800K
|
73.9K
$2.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.71K+ 17.87% |
$227K - $254K
|
57.5K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 7.98% |
$273K - $306K
|
142K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
112KNew |
$2.92M - $3.27M
|
112K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
927New |
$24.2K - $27K
|
927
$31.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.1% |
$27.4K - $30.7K
|
8.42K
$282K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.93K- 22.05% |
$76.8K - $83.6K
|
10.3K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 92.42% |
$3.2K - $3.48K
|
10
$336
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
362K+ 13.0% |
$9.51M - $10.4M
|
3.15M
$106M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 1.81% |
$10.5K - $11.4K
|
22.5K
$755K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.72% |
$315 - $343
|
709
$23.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$52.5K - $57.1K
|
2K
$67.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.47K+ 1029.49% |
$117K - $128K
|
4.9K
$165K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
874New |
$22.9K - $25K
|
874
$29.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
653New |
$17.1K - $18.6K
|
653
$21.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 0.45% |
$525 - $571
|
4.47K
$150K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.77KNew |
$204K - $222K
|
7.77K
$261K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25KNew |
$130K - $143K
|
5.25K
$176K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
580New |
$14.3K - $15.8K
|
580
$19.5K
|
|