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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.84M+ 455083.97% |
$152M - $192M
|
5.84M
$208M
|
|
|
Aug 14, 2025
Q2 2025
|
Premier Financial Group
Eureka, CA |
BUY
|
- |
846KNew |
$21.9M - $27.8M
|
846K
$30M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
503K+ 894.78% |
$13M - $16.5M
|
559K
$19.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
448KNew |
$11.6M - $14.7M
|
448K
$15.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
396K+ 106.68% |
$10.3M - $13M
|
766K
$27.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
393K+ 14070.09% |
$10.2M - $12.9M
|
396K
$14.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
385K+ 23.35% |
$9.97M - $12.7M
|
2.03M
$72.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
381K+ 61.57% |
$9.87M - $12.5M
|
999K
$35.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
256K+ 83.81% |
$6.63M - $8.42M
|
561K
$19.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
221K+ 10376.22% |
$5.73M - $7.27M
|
223K
$7.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
189K+ 8.09% |
$4.89M - $6.21M
|
2.52M
$89.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
187K+ 28.7% |
$4.84M - $6.14M
|
837K
$29.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
170K+ 808.16% |
$4.4M - $5.58M
|
191K
$6.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
156K+ 25.05% |
$4.04M - $5.12M
|
777K
$27.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
121K+ 128.12% |
$3.13M - $3.97M
|
215K
$7.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 27.47% |
$2.78M - $3.53M
|
497K
$17.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
98.5K+ 12.96% |
$2.56M - $3.24M
|
859K
$30.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
81.5K+ 8.56% |
$2.11M - $2.68M
|
1.03M
$36.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
78.2K+ 13.91% |
$2.03M - $2.57M
|
641K
$22.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
72.4K+ 336.06% |
$1.88M - $2.38M
|
94K
$3.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
71.9K+ 206.77% |
$1.86M - $2.37M
|
107K
$3.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60.8K+ 86.54% |
$1.58M - $2M
|
131K
$4.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
54.5KNew |
$1.41M - $1.79M
|
54.5K
$1.93M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
49.2K+ 11.69% |
$1.28M - $1.62M
|
470K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.8KNew |
$1.27M - $1.61M
|
48.8K
$1.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
43.3K+ 14.43% |
$1.12M - $1.43M
|
344K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
43.1K+ 160.03% |
$1.12M - $1.42M
|
70K
$2.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
41.8K+ 26.0% |
$1.08M - $1.38M
|
203K
$7.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
41.6K+ 24.39% |
$1.08M - $1.37M
|
212K
$7.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.5K+ 3.89% |
$1.05M - $1.33M
|
1.08M
$38.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
40.3K+ 50376.25% |
$1.05M - $1.33M
|
40.4K
$1.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
40.3K+ 4.25% |
$1.04M - $1.33M
|
988K
$35.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 1893.29% |
$1.02M - $1.29M
|
41.3K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.1K+ 6.12% |
$935K - $1.19M
|
625K
$22.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
35.9K+ 21.85% |
$930K - $1.18M
|
200K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
34.6K+ 41.07% |
$897K - $1.14M
|
119K
$4.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
33.9KNew |
$879K - $1.12M
|
33.9K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3K+ 94.49% |
$865K - $1.1M
|
68.6K
$2.44M
|
|
|
Jul 24, 2025
Q2 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
31.1K+ 38.21% |
$806K - $1.02M
|
112K
$3.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
28.7K+ 51.51% |
$744K - $945K
|
84.4K
$3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.8K+ 6.4% |
$694K - $881K
|
445K
$15.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
24.9K+ 92.89% |
$644K - $818K
|
51.6K
$1.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.7K+ 25.56% |
$641K - $814K
|
121K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Friday Financial
Dubuque, IA |
BUY
|
- |
22KNew |
$571K - $724K
|
22K
$782K
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
21.6K+ 6.27% |
$560K - $711K
|
366K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.3K+ 59.42% |
$553K - $702K
|
57.3K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.3K+ 325.68% |
$526K - $668K
|
26.5K
$943K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.8K+ 28.72% |
$514K - $653K
|
88.9K
$3.16M
|
|
|
Jul 16, 2025
Q2 2025
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
BUY
|
- |
19.8KNew |
$514K - $652K
|
19.8K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
19.6K+ 6.64% |
$509K - $647K
|
315K
$11.2M
|