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 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.4K+ 9.72% |
$502K - $638K
|
219K
$7.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 37.87% |
$476K - $604K
|
66.8K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.8K+ 9.01% |
$462K - $586K
|
215K
$7.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
17.7K+ 21.69% |
$459K - $583K
|
99.4K
$3.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
17.3K+ 20.43% |
$448K - $569K
|
102K
$3.62M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.6K+ 20.35% |
$404K - $513K
|
92.1K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.4K+ 19.14% |
$400K - $507K
|
95.9K
$3.41M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
BUY
|
- |
14.5KNew |
$376K - $477K
|
14.5K
$515K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14.4KNew |
$373K - $473K
|
14.4K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
14.2K+ 21.2% |
$369K - $468K
|
81.3K
$2.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
13.3K+ 16.99% |
$344K - $436K
|
91.2K
$3.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.8K+ 5.84% |
$331K - $420K
|
231K
$8.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12.2K+ 7.09% |
$315K - $400K
|
184K
$6.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$313K - $398K
|
12.1K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.1KNew |
$313K - $398K
|
12.1K
$429K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 29.98% |
$313K - $397K
|
52.4K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.6K+ 71.1% |
$302K - $383K
|
28K
$995K
|
|
|
Aug 08, 2025
Q2 2025
|
Keyvantage Wealth, LLC
Bethlehem, PA |
BUY
|
- |
11.1K+ 9.44% |
$287K - $364K
|
128K
$4.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.9K+ 9.64% |
$284K - $360K
|
124K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.9K+ 4.97% |
$283K - $360K
|
231K
$8.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
10.8K+ 63.59% |
$281K - $356K
|
27.8K
$989K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.8K+ 7.0% |
$280K - $355K
|
165K
$5.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.6K+ 6.26% |
$274K - $348K
|
180K
$6.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.6K+ 2.14% |
$274K - $347K
|
505K
$17.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
10.3K+ 12.74% |
$267K - $339K
|
91.1K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.2KNew |
$266K - $337K
|
10.2K
$364K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.2KNew |
$265K - $336K
|
10.2K
$363K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$259K - $329K
|
10K
$355K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.6KNew |
$249K - $316K
|
9.6K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.34K+ 2.81% |
$242K - $307K
|
342K
$12.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
8.93K+ 6.8% |
$232K - $294K
|
140K
$4.98M
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
8.88K+ 93.17% |
$230K - $292K
|
18.4K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.7K+ 13.8% |
$226K - $286K
|
71.7K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
8.67K+ 46.96% |
$225K - $285K
|
27.1K
$964K
|
|
|
Jul 18, 2025
Q2 2025
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
8.43K+ 3.18% |
$219K - $278K
|
274K
$9.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
8.4K+ 2.9% |
$218K - $276K
|
298K
$10.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
8.38K+ 12.48% |
$217K - $276K
|
75.5K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.18K+ 16.51% |
$212K - $269K
|
57.7K
$2.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
8.1K+ 5.08% |
$210K - $266K
|
167K
$5.95M
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7.92K+ 6.48% |
$205K - $261K
|
130K
$4.62M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.9K+ 58.2% |
$205K - $260K
|
21.5K
$763K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.78K+ 21.18% |
$202K - $256K
|
44.5K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.74K+ 1.3% |
$201K - $255K
|
601K
$21.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
7.66K+ 3.93% |
$199K - $252K
|
203K
$7.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.63KNew |
$198K - $251K
|
7.63K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
7.6KNew |
$197K - $250K
|
7.6K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
7.58K+ 9.88% |
$197K - $249K
|
84.3K
$2.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.53KNew |
$195K - $248K
|
7.53K
$267K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
7.33K+ 1.21% |
$190K - $241K
|
614K
$21.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
7.28K+ 63.1% |
$189K - $240K
|
18.8K
$668K
|