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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.9K+ 1.72% |
$96.4K - $106K
|
231K
$6.37M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.85KNew |
$95.3K - $105K
|
3.85K
$106K
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 1.07% |
$94K - $104K
|
359K
$9.9M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 3.78% |
$86.6K - $95.4K
|
96.2K
$2.65M
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.34K+ 26.75% |
$82.6K - $91K
|
15.8K
$437K
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.16K+ 1.25% |
$78K - $86K
|
255K
$7.02M
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.89K+ 20.63% |
$71.4K - $78.6K
|
16.9K
$466K
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
2.72K+ 17.92% |
$67.3K - $74.1K
|
17.9K
$494K
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.72K+ 1.94% |
$67.1K - $74K
|
142K
$3.93M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.48K+ 2.74% |
$61.3K - $67.5K
|
92.9K
$2.56M
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.31K+ 4.64% |
$57.2K - $63K
|
52.1K
$1.44M
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.01K+ 1.56% |
$49.8K - $54.9K
|
131K
$3.62M
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.95K+ 13.69% |
$48.1K - $53K
|
16.2K
$445K
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.92K+ 1.92% |
$47.5K - $52.3K
|
102K
$2.81M
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 2.57% |
$45.2K - $49.8K
|
73K
$2.01M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.82K+ 9.81% |
$44.9K - $49.5K
|
20.3K
$560K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.72KNew |
$42.6K - $46.9K
|
1.72K
$47.5K
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.65K+ 0.75% |
$40.7K - $44.8K
|
220K
$6.08M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.37K+ 1.22% |
$33.9K - $37.3K
|
114K
$3.14M
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 7.79% |
$32.3K - $35.5K
|
18.1K
$498K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.2K+ 1.68% |
$29.7K - $32.7K
|
72.7K
$2M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 2.7% |
$27.2K - $30K
|
41.9K
$1.15M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 52.32% |
$26.3K - $28.9K
|
3.09K
$85.3K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
997+ 51.6% |
$24.7K - $27.2K
|
2.93K
$80.8K
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
990+ 6.19% |
$24.5K - $27K
|
17K
$469K
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
940+ 112.57% |
$23.2K - $25.6K
|
1.78K
$49K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
928+ 4.55% |
$22.9K - $25.3K
|
21.3K
$588K
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
829+ 1.29% |
$20.5K - $22.6K
|
65.2K
$1.8M
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
778+ 1.19% |
$19.2K - $21.2K
|
66K
$1.82M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
715+ 41.67% |
$17.7K - $19.5K
|
2.43K
$67K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
670+ 4.68% |
$16.6K - $18.3K
|
15K
$414K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
580New |
$14.3K - $15.8K
|
580
$16K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
559+ 1.78% |
$13.8K - $15.2K
|
32K
$882K
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$12.8K - $14.1K
|
517
$14.3K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
471+ 0.53% |
$11.6K - $12.8K
|
89.3K
$2.46M
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
421+ 1.43% |
$10.4K - $11.5K
|
29.9K
$824K
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
418+ 0.47% |
$10.3K - $11.4K
|
90.2K
$2.49M
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
393+ 1.94% |
$9.72K - $10.7K
|
20.7K
$571K
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
310+ 4.32% |
$7.67K - $8.44K
|
7.49K
$206K
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
255+ 0.49% |
$6.31K - $6.95K
|
52.5K
$1.45M
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 8.62% |
$5.47K - $6.02K
|
2.79K
$76.8K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
207New |
$5.12K - $5.64K
|
207
$5.71K
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
183+ 0.1% |
$4.53K - $4.98K
|
177K
$4.89M
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
150+ 0.1% |
$3.71K - $4.09K
|
152K
$4.2M
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
132New |
$3.26K - $3.6K
|
132
$3.64K
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
115+ 0.53% |
$2.84K - $3.13K
|
21.7K
$598K
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98New |
$2.42K - $2.67K
|
98
$2.7K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96+ 11.52% |
$2.37K - $2.62K
|
929
$25.6K
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
58+ 0.34% |
$1.43K - $1.58K
|
17.3K
$478K
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.13% |
$989 - $1.09K
|
31.5K
$870K
|