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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13+ 0.04% |
$321 - $354
|
29.2K
$806K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$148 - $163
|
16.4K
$453K
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.04% |
$124 - $136
|
11.7K
$322K
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.03% |
$74.2 - $81.7
|
8.7K
$240K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.05% |
$24.7 - $27.2
|
2.06K
$56.7K
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.0% |
$24.7 - $27.2
|
37.4K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
48.4K+ 12.91% |
$1.09M - $1.25M
|
424K
$11.7M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
20.2K+ 89.27% |
$453K - $523K
|
42.9K
$1.18M
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 18.98% |
$453K - $522K
|
127K
$3.49M
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.5KNew |
$302K - $349K
|
13.5K
$372K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
9.17KNew |
$206K - $237K
|
9.17K
$253K
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 69.56% |
$178K - $206K
|
19.4K
$535K
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
5.96K+ 132.15% |
$134K - $154K
|
10.5K
$289K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.6K+ 3.1% |
$103K - $119K
|
153K
$4.22M
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.21K+ 7.89% |
$94.4K - $109K
|
57.5K
$1.59M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4K+ 18.15% |
$89.7K - $103K
|
26K
$717K
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$82.9K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$82.9K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.9K+ 0.86% |
$64.9K - $74.9K
|
341K
$9.39M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.01KNew |
$45.1K - $52K
|
2.01K
$55.4K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
874New |
$19.6K - $22.6K
|
874
$24.1K
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$16.8K - $19.4K
|
750
$20.7K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
538New |
$12.1K - $13.9K
|
538
$14.8K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306New |
$6.86K - $7.92K
|
306
$8.44K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$2.49K - $2.87K
|
111
$3.06K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
95New |
$2.13K - $2.46K
|
95
$2.62K
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10+ 0.23% |
$224 - $259
|
4.45K
$123K
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.72% |
$112 - $129
|
697
$19.2K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121KNew |
$2.81M - $3.04M
|
121K
$3.34M
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.1K+ 27.24% |
$538K - $581K
|
108K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15KNew |
$348K - $376K
|
15K
$413K
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12K+ 48.88% |
$279K - $302K
|
36.6K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$267K - $289K
|
11.5K
$317K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38K+ 1.87% |
$125K - $135K
|
294K
$8.1M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.38KNew |
$32.2K - $34.8K
|
1.38K
$38.1K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
434New |
$10.1K - $10.9K
|
434
$12K
|
|
Oct 11, 2023
Q3 2023
|
Close Asset Management LTD
|
BUY
|
- |
410New |
$9.54K - $10.3K
|
410
$11.3K
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
129New |
$3K - $3.24K
|
129
$3.56K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.33K - $2.51K
|
100
$2.76K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
6New |
$140 - $151
|
6
$165
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60.1KNew |
$1.38M - $1.48M
|
60.1K
$1.66M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.74K+ 2.93% |
$201K - $215K
|
307K
$8.47M
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
8.36K+ 15.1% |
$192K - $206K
|
63.7K
$1.76M
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
230+ 6.5% |
$5.29K - $5.66K
|
3.77K
$104K
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
200New |
$4.6K - $4.92K
|
200
$5.52K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
75New |
$1.73K - $1.85K
|
75
$2.07K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
52New |
$1.2K - $1.28K
|
52
$1.43K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.3KNew |
$432K - $477K
|
19.3K
$532K
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
18.4KNew |
$412K - $455K
|
18.4K
$507K
|