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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.24K+ 6706.48% |
$188K - $238K
|
7.35K
$261K
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.07K+ 9.75% |
$183K - $233K
|
79.6K
$2.83M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
6.87KNew |
$178K - $226K
|
6.87K
$244K
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.71K+ 1.84% |
$174K - $221K
|
371K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.68K+ 88.24% |
$173K - $220K
|
14.3K
$506K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
6.65KNew |
$173K - $219K
|
6.65K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.55KNew |
$170K - $216K
|
6.55K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
6.46K+ 5.88% |
$167K - $212K
|
116K
$4.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
6.45KNew |
$167K - $212K
|
6.45K
$229K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.45K+ 30.42% |
$167K - $212K
|
27.6K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.34KNew |
$164K - $209K
|
6.34K
$225K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6.3K+ 8.87% |
$163K - $207K
|
77.3K
$2.75M
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
6.29KNew |
$163K - $207K
|
6.29K
$223K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$163K - $207K
|
6.29K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.19K+ 19.1% |
$161K - $204K
|
38.6K
$1.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
5.72K+ 4.35% |
$148K - $188K
|
137K
$4.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.99K+ 26.05% |
$129K - $164K
|
24.1K
$857K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.97K+ 4.43% |
$129K - $163K
|
117K
$4.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
4.82K+ 36.7% |
$125K - $159K
|
17.9K
$637K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
4.44K+ 5.15% |
$115K - $146K
|
90.8K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.16K+ 6.67% |
$108K - $137K
|
66.5K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.07K+ 39.84% |
$105K - $134K
|
14.3K
$507K
|
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.04K+ 8.53% |
$105K - $133K
|
51.4K
$1.82M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.97K+ 5.67% |
$103K - $131K
|
73.9K
$2.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.89K+ 2.82% |
$101K - $128K
|
142K
$5.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
3.67K+ 2.77% |
$95.2K - $121K
|
136K
$4.84M
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.63K+ 1.27% |
$94.1K - $119K
|
288K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
BUY
|
- |
3.6K+ 6.38% |
$93.4K - $119K
|
60.1K
$2.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.4K+ 1.97% |
$88.1K - $112K
|
176K
$6.24M
|
|
|
Jul 30, 2025
Q2 2025
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.24K+ 4.52% |
$84K - $107K
|
74.9K
$2.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.21K+ 41.9% |
$83.2K - $106K
|
10.9K
$386K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.2K+ 17.76% |
$83K - $105K
|
21.2K
$754K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.17K+ 4.95% |
$82.2K - $104K
|
67.3K
$2.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.08K+ 12.46% |
$79.9K - $101K
|
27.8K
$988K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.06K+ 38.02% |
$79.4K - $101K
|
11.1K
$395K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.99K+ 1.92% |
$77.5K - $98.4K
|
158K
$5.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.92KNew |
$75.6K - $96K
|
2.92K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.85K+ 39.94% |
$74K - $93.9K
|
10K
$355K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.76K+ 4.89% |
$71.5K - $90.8K
|
59.1K
$2.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.73K+ 37.58% |
$70.7K - $89.7K
|
9.98K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
2.45K+ 0.52% |
$63.6K - $80.7K
|
471K
$16.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
2.41K+ 1.97% |
$62.6K - $79.4K
|
125K
$4.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
2.35K+ 2.24% |
$60.8K - $77.2K
|
107K
$3.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.3K+ 28.41% |
$59.6K - $75.6K
|
10.4K
$369K
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.24K+ 0.51% |
$58K - $73.6K
|
445K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.15K+ 236.15% |
$55.7K - $70.7K
|
3.06K
$109K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
2.07K+ 3.1% |
$53.8K - $68.3K
|
69K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.98K+ 20.43% |
$51.3K - $65.1K
|
11.7K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1.85K+ 3.63% |
$48.1K - $61K
|
52.9K
$1.88M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.77K+ 2.17% |
$46K - $58.4K
|
83.5K
$2.97M
|