Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DISV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DISV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
585K+ 35.54% |
$15.3M - $16.8M
|
2.23M
$64.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
412KNew |
$10.8M - $11.9M
|
412K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
299K+ 85.38% |
$7.84M - $8.61M
|
650K
$18.8M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
276KNew |
$7.23M - $7.94M
|
276K
$7.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
274K+ 3.19% |
$7.17M - $7.88M
|
8.87M
$257M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
207KNew |
$5.41M - $5.94M
|
207K
$5.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
205K+ 1088.26% |
$5.36M - $5.88M
|
223K
$6.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
178K+ 20.8% |
$4.67M - $5.13M
|
1.04M
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
167K+ 43.75% |
$4.38M - $4.81M
|
549K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
166KNew |
$4.36M - $4.79M
|
166K
$4.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
153KNew |
$4.01M - $4.41M
|
153K
$4.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
149KNew |
$3.91M - $4.29M
|
149K
$4.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
147K+ 57.35% |
$3.86M - $4.24M
|
405K
$11.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
139K+ 65.42% |
$3.64M - $4M
|
352K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
135KNew |
$3.53M - $3.88M
|
135K
$3.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$3.42M - $3.76M
|
131K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130KNew |
$3.41M - $3.74M
|
130K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
121K+ 85.65% |
$3.17M - $3.48M
|
262K
$7.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
120KNew |
$3.13M - $3.44M
|
120K
$3.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
113KNew |
$2.96M - $3.25M
|
113K
$3.27M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
104K+ 1.66% |
$2.73M - $3M
|
6.39M
$185M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
96.8K+ 11.05% |
$2.53M - $2.78M
|
972K
$28.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
96.1KNew |
$2.52M - $2.76M
|
96.1K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
94.9KNew |
$2.49M - $2.73M
|
94.9K
$2.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92.7K+ 8.28% |
$2.43M - $2.67M
|
1.21M
$35.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
75.1KNew |
$1.97M - $2.16M
|
75.1K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
74.6KNew |
$1.95M - $2.15M
|
74.6K
$2.16M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
70.1KNew |
$1.84M - $2.02M
|
70.1K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.1K+ 9.08% |
$1.83M - $2.02M
|
842K
$24.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
68.8K+ 5.08% |
$1.8M - $1.98M
|
1.42M
$41.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
67.1K+ 157.37% |
$1.76M - $1.93M
|
110K
$3.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
66.4KNew |
$1.74M - $1.91M
|
66.4K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
61.7K+ 9.91% |
$1.61M - $1.77M
|
684K
$19.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
61.6KNew |
$1.61M - $1.77M
|
61.6K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
58.5K+ 22.37% |
$1.53M - $1.68M
|
320K
$9.26M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
57.9KNew |
$1.51M - $1.66M
|
57.9K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
55.5K+ 36.6% |
$1.45M - $1.6M
|
207K
$6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
54K+ 57.34% |
$1.41M - $1.55M
|
148K
$4.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
52.6K+ 20.89% |
$1.38M - $1.51M
|
305K
$8.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
51.4KNew |
$1.35M - $1.48M
|
51.4K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
50.7K+ 13.2% |
$1.33M - $1.46M
|
435K
$12.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49.5K+ 5.16% |
$1.3M - $1.43M
|
1.01M
$29.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
47.8KNew |
$1.25M - $1.38M
|
47.8K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
44.9K+ 9.51% |
$1.17M - $1.29M
|
517K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.5K+ 6.55% |
$1.16M - $1.28M
|
723K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
44.1K+ 608.29% |
$1.16M - $1.27M
|
51.4K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
44K+ 10.35% |
$1.15M - $1.26M
|
469K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
43.7KNew |
$1.14M - $1.26M
|
43.7K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39K+ 7.1% |
$1.02M - $1.12M
|
588K
$17M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39K+ 8.39% |
$1.02M - $1.12M
|
503K
$14.6M
|