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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.9K+ 23.18% |
$598K - $670K
|
122K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
21.2K+ 6.94% |
$552K - $618K
|
326K
$8.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
20.5K+ 16.95% |
$534K - $598K
|
141K
$3.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
18.1K+ 12.84% |
$472K - $529K
|
159K
$4.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15K+ 432.42% |
$390K - $436K
|
18.4K
$488K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14.6K+ 13.61% |
$380K - $425K
|
122K
$3.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.4KNew |
$376K - $421K
|
14.4K
$382K
|
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
14.3K+ 5.99% |
$371K - $416K
|
252K
$6.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14KNew |
$364K - $408K
|
14K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
13.9K+ 124.39% |
$362K - $405K
|
25.1K
$664K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13.8K+ 14.15% |
$359K - $402K
|
111K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
13.7K+ 3.86% |
$357K - $400K
|
369K
$9.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.9K+ 25.66% |
$336K - $377K
|
63.2K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
12.8KNew |
$333K - $372K
|
12.8K
$338K
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12.6K+ 2.72% |
$329K - $369K
|
478K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
12.2K+ 3.85% |
$318K - $356K
|
329K
$8.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
11.8K+ 17.44% |
$309K - $346K
|
79.8K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
11.3K+ 2.1% |
$294K - $329K
|
549K
$14.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
11.2KNew |
$293K - $328K
|
11.2K
$298K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11.1K+ 31.88% |
$289K - $324K
|
45.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.7K+ 0.91% |
$278K - $311K
|
1.19M
$31.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.6K+ 219.9% |
$276K - $309K
|
15.4K
$408K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.5K+ 7.98% |
$273K - $306K
|
142K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
9.97K+ 31.0% |
$260K - $291K
|
42.1K
$1.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.48K+ 8.97% |
$247K - $277K
|
115K
$3.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.35K+ 18.24% |
$244K - $273K
|
60.6K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
9.32K+ 22.75% |
$243K - $272K
|
50.3K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.78KNew |
$229K - $256K
|
8.78K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.71K+ 17.87% |
$227K - $254K
|
57.5K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
8.69K+ 11.63% |
$226K - $253K
|
83.4K
$2.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
8.43K+ 8.55% |
$220K - $246K
|
107K
$2.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.16K+ 4.17% |
$213K - $238K
|
204K
$5.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
8.03K+ 10.99% |
$209K - $234K
|
81.1K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.5K+ 2.42% |
$196K - $219K
|
317K
$8.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
7.25K+ 3.26% |
$189K - $211K
|
229K
$6.08M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.09K+ 427.82% |
$185K - $207K
|
8.75K
$232K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.97K+ 2.93% |
$182K - $203K
|
245K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.95KNew |
$181K - $203K
|
6.95K
$184K
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
6.9K+ 4.27% |
$180K - $201K
|
169K
$4.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
6.31K+ 2.09% |
$164K - $184K
|
308K
$8.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
6.26K+ 76.86% |
$163K - $183K
|
14.4K
$382K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
5.91K+ 2.16% |
$154K - $172K
|
279K
$7.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.67K+ 0.7% |
$148K - $165K
|
818K
$21.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
5.1K+ 4.72% |
$133K - $149K
|
113K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.07K+ 13.49% |
$132K - $148K
|
42.6K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.76K+ 23.0% |
$124K - $139K
|
25.5K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.27KNew |
$111K - $124K
|
4.27K
$113K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.88K+ 5.17% |
$101K - $113K
|
78.9K
$2.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.87K+ 5.95% |
$101K - $113K
|
68.9K
$1.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
3.51K+ 1.27% |
$91.4K - $102K
|
281K
$7.44M
|