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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
226K+ 15.89% |
$5.89M - $6.82M
|
1.65M
$49.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
179K+ 106.85% |
$4.66M - $5.4M
|
346K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
110K+ 13.1% |
$2.88M - $3.33M
|
952K
$28.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
89.4K+ 25.41% |
$2.33M - $2.7M
|
441K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
57.7K+ 23.75% |
$1.5M - $1.74M
|
300K
$9.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
54.5K+ 14.85% |
$1.42M - $1.64M
|
421K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
46.1K+ 4.74% |
$1.2M - $1.39M
|
1.02M
$30.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.8K+ 7.83% |
$1.12M - $1.29M
|
589K
$17.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
40.3K+ 260.2% |
$1.05M - $1.22M
|
55.7K
$1.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
39.6K+ 4.81% |
$1.03M - $1.2M
|
863K
$26M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
38.5K+ 9.01% |
$1M - $1.16M
|
465K
$14M
|
|
|
Apr 16, 2025
Q1 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
38.2K+ 16.81% |
$997K - $1.15M
|
265K
$8.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
36.8K+ 76.87% |
$959K - $1.11M
|
84.6K
$2.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
35.7K+ 14.05% |
$931K - $1.08M
|
290K
$8.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
35.3KNew |
$921K - $1.07M
|
35.3K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
34K+ 26.15% |
$887K - $1.03M
|
164K
$4.95M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
33K+ 6.39% |
$862K - $998K
|
550K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
26.1K+ 18.05% |
$681K - $788K
|
171K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25.2K+ 5.38% |
$658K - $762K
|
494K
$14.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
25.2KNew |
$657K - $761K
|
25.2K
$761K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.6K+ 47.33% |
$615K - $712K
|
73.3K
$2.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.9K+ 82.57% |
$572K - $662K
|
48.4K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
21.5K+ 7.11% |
$562K - $650K
|
324K
$9.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
20.5K+ 7.82% |
$534K - $618K
|
282K
$8.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
18.1K+ 3.08% |
$473K - $548K
|
606K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.9K+ 9.98% |
$468K - $542K
|
198K
$5.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.7KNew |
$462K - $535K
|
17.7K
$534K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
16.9K+ 9.47% |
$440K - $510K
|
195K
$5.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
15.1K+ 9.05% |
$393K - $455K
|
182K
$5.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
15K+ 115.07% |
$391K - $453K
|
28K
$846K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
14.4K+ 25.04% |
$375K - $434K
|
71.7K
$2.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
14K+ 39.2% |
$366K - $423K
|
49.8K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
13.1KNew |
$343K - $397K
|
13.1K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
12K+ 10.01% |
$312K - $361K
|
131K
$3.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
9.52KNew |
$248K - $288K
|
9.52K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
9.5K+ 3.45% |
$248K - $287K
|
285K
$8.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
9.39K+ 16.32% |
$245K - $284K
|
66.9K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.6K+ 8.95% |
$224K - $260K
|
105K
$3.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
8.59K+ 13.93% |
$224K - $259K
|
70.2K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
7.45KNew |
$194K - $225K
|
7.45K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.37K+ 40.81% |
$192K - $223K
|
25.4K
$767K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
7.23K+ 3.76% |
$189K - $218K
|
199K
$6.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.14KNew |
$186K - $216K
|
7.14K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.12KNew |
$186K - $215K
|
7.12K
$215K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
6.63K+ 8.83% |
$173K - $200K
|
81.7K
$2.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
6.06KNew |
$158K - $183K
|
6.06K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5.06K+ 5.6% |
$132K - $153K
|
95.5K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.93K+ 1.93% |
$129K - $149K
|
261K
$7.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
4.8K+ 9.35% |
$125K - $145K
|
56.2K
$1.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.52K+ 14.04% |
$118K - $137K
|
36.7K
$1.11M
|