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 |
---|---|---|---|---|---|---|---|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
71.3K+ 9.07% |
$1.86M - $2.08M
|
858K
$24.7M
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
60.5K+ 14.71% |
$1.58M - $1.77M
|
472K
$13.6M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
30.7K+ 19.71% |
$800K - $896K
|
187K
$5.37M
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
29.2K+ 18.24% |
$761K - $852K
|
189K
$5.45M
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
24.8K+ 62.94% |
$645K - $723K
|
64.1K
$1.84M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 13.61% |
$380K - $425K
|
122K
$3.5M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14KNew |
$364K - $408K
|
14K
$402K
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.13K+ 8.21% |
$29.3K - $32.9K
|
14.8K
$427K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
362K+ 13.0% |
$9.51M - $10.4M
|
3.15M
$90.6M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
334K+ 93.3% |
$8.77M - $9.55M
|
693K
$19.9M
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
287KNew |
$7.53M - $8.19M
|
287K
$8.26M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
255K+ 55.94% |
$6.69M - $7.28M
|
711K
$20.5M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
253K+ 3.11% |
$6.64M - $7.23M
|
8.39M
$241M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
230KNew |
$6.03M - $6.56M
|
230K
$6.61M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
228KNew |
$5.98M - $6.52M
|
228K
$6.56M
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
202K+ 255.5% |
$5.31M - $5.78M
|
281K
$8.1M
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
170K+ 12.28% |
$4.47M - $4.86M
|
1.56M
$44.8M
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
136K+ 153.31% |
$3.57M - $3.89M
|
225K
$6.47M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
128K+ 25.67% |
$3.36M - $3.66M
|
627K
$18M
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
122K+ 69.11% |
$3.21M - $3.5M
|
300K
$8.62M
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
109K+ 95.57% |
$2.85M - $3.11M
|
223K
$6.4M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
73K+ 8.64% |
$1.91M - $2.09M
|
918K
$26.4M
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
70.4KNew |
$1.85M - $2.01M
|
70.4K
$2.02M
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64.6K+ 21.77% |
$1.69M - $1.84M
|
361K
$10.4M
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
62.8K+ 35.28% |
$1.65M - $1.79M
|
241K
$6.92M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 24.85% |
$1.61M - $1.76M
|
309K
$8.89M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
59K+ 10.04% |
$1.55M - $1.68M
|
646K
$18.6M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.6K+ 5.24% |
$1.54M - $1.67M
|
1.18M
$33.9M
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
53.8KNew |
$1.41M - $1.54M
|
53.8K
$1.55M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.6KNew |
$1.35M - $1.47M
|
51.6K
$1.48M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7KNew |
$1.28M - $1.39M
|
48.7K
$1.4M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
48.7K+ 15.52% |
$1.28M - $1.39M
|
362K
$10.4M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
46.8K+ 33.95% |
$1.23M - $1.34M
|
185K
$5.31M
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
46.5KNew |
$1.22M - $1.33M
|
46.5K
$1.34M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.1K+ 192.49% |
$1.1M - $1.2M
|
63.9K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
41.6KNew |
$1.09M - $1.19M
|
41.6K
$1.2M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41KNew |
$1.07M - $1.17M
|
41K
$1.18M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40.5K+ 11.17% |
$1.06M - $1.16M
|
403K
$11.6M
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
40.5K+ 20.51% |
$1.06M - $1.16M
|
238K
$6.84M
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
37.3K+ 11.9% |
$979K - $1.07M
|
351K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.8K+ 112.24% |
$940K - $1.02M
|
67.7K
$1.95M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.3K+ 234.95% |
$925K - $1.01M
|
50.3K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.8K+ 9.95% |
$859K - $936K
|
362K
$10.4M
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
32.5KNew |
$852K - $928K
|
32.5K
$935K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.4K+ 3.12% |
$824K - $897K
|
1.04M
$29.9M
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
29.7K+ 22.54% |
$780K - $849K
|
162K
$4.65M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
29.5KNew |
$775K - $844K
|
29.5K
$850K
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26.2K+ 13.49% |
$688K - $749K
|
221K
$6.35M
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
25.9K+ 7.9% |
$680K - $740K
|
354K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.6K+ 3.84% |
$672K - $731K
|
692K
$19.9M
|