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, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 9.46% |
$33.2K - $38.5K
|
14.7K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.25K+ 4.0% |
$32.5K - $37.6K
|
32.4K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.23K+ 14.52% |
$32K - $37.1K
|
9.69K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 6.04% |
$31.3K - $36.2K
|
21K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.18KNew |
$30.7K - $35.5K
|
1.18K
$39K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.1KNew |
$28.7K - $33.2K
|
1.1K
$36.5K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.07K+ 12.43% |
$27.9K - $32.3K
|
9.68K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 3.23% |
$27.7K - $32.1K
|
34K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 7.76% |
$27.2K - $31.4K
|
14.5K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1K+ 1.32% |
$26.2K - $30.3K
|
76.7K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
978+ 6.37% |
$25.5K - $29.5K
|
16.3K
$542K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
813+ 0.89% |
$21.2K - $24.6K
|
92.1K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
766+ 5.16% |
$20K - $23.1K
|
15.6K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
747+ 8.5% |
$19.5K - $22.6K
|
9.53K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
722+ 2.02% |
$18.8K - $21.8K
|
36.5K
$1.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
626+ 1.38% |
$16.3K - $18.9K
|
46K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
589+ 4.04% |
$15.4K - $17.8K
|
15.2K
$503K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
341+ 1.93% |
$8.9K - $10.3K
|
18K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
287+ 0.68% |
$7.49K - $8.67K
|
42.8K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
208+ 0.78% |
$5.43K - $6.28K
|
26.9K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 1.45% |
$5.22K - $6.04K
|
14K
$465K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
165+ 1.26% |
$4.3K - $4.98K
|
13.3K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
164+ 2.08% |
$4.28K - $4.95K
|
8.03K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
108New |
$2.82K - $3.26K
|
108
$3.59K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 0.11% |
$1.67K - $1.93K
|
59.5K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.05% |
$1.15K - $1.33K
|
80.8K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
39+ 0.17% |
$1.02K - $1.18K
|
23.4K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$913 - $1.06K
|
35
$1.16K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
34New |
$887 - $1.03K
|
34
$1.13K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21+ 0.07% |
$548 - $634
|
29.9K
$993K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17+ 0.21% |
$444 - $514
|
8.09K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 8.0% |
$417 - $483
|
216
$7.17K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
13+ 0.11% |
$339 - $393
|
11.5K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.07% |
$261 - $302
|
14K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.05% |
$235 - $272
|
18.9K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.05% |
$183 - $211
|
13.4K
$445K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.17% |
$52.2 - $60.4
|
1.17K
$38.9K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$52.2 - $60.4
|
3.18K
$105K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 0.11% |
$52.2 - $60.4
|
1.83K
$60.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $30.2
|
19.4K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
412KNew |
$10.8M - $11.9M
|
412K
$13.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
299K+ 85.38% |
$7.84M - $8.61M
|
650K
$21.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
274K+ 3.19% |
$7.17M - $7.88M
|
8.87M
$294M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
24.3KNew |
$637K - $700K
|
24.3K
$808K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.1KNew |
$578K - $635K
|
22.1K
$732K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4KNew |
$560K - $615K
|
21.4K
$710K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.6KNew |
$539K - $592K
|
20.6K
$683K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$355K - $391K
|
13.6K
$451K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
13.2KNew |
$345K - $380K
|
13.2K
$438K
|
|