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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.76K+ 1625.0% |
$45.5K - $57.8K
|
1.86K
$66.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.69KNew |
$43.8K - $55.6K
|
1.69K
$60K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.58KNew |
$41K - $52K
|
1.58K
$56.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.36KNew |
$35.4K - $44.9K
|
1.36K
$48.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.34K+ 8.59% |
$34.7K - $44.1K
|
16.9K
$602K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.32KNew |
$34.3K - $43.5K
|
1.32K
$46.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.31K+ 7.16% |
$33.9K - $43K
|
19.6K
$696K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.21K+ 1.65% |
$31.3K - $39.7K
|
74.6K
$2.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.13K+ 1.6% |
$29.3K - $37.2K
|
71.7K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.05K+ 0.54% |
$27.3K - $34.6K
|
197K
$6.99M
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.02K+ 1.72% |
$26.6K - $33.7K
|
60.5K
$2.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
987+ 6.83% |
$25.6K - $32.5K
|
15.4K
$548K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
916+ 0.4% |
$23.8K - $30.1K
|
232K
$8.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
909+ 9.44% |
$23.6K - $29.9K
|
10.5K
$374K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
892+ 0.27% |
$23.1K - $29.4K
|
332K
$11.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
890+ 5.45% |
$23.1K - $29.3K
|
17.2K
$611K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
827+ 2.64% |
$21.4K - $27.2K
|
32.1K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
674+ 3.15% |
$17.5K - $22.2K
|
22.1K
$783K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
649+ 3.65% |
$16.8K - $21.4K
|
18.4K
$655K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
600+ 1.02% |
$15.6K - $19.7K
|
59.4K
$2.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
577+ 7.18% |
$15K - $19K
|
8.61K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
554+ 4.55% |
$14.4K - $18.2K
|
12.7K
$452K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
547+ 1.47% |
$14.2K - $18K
|
37.7K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
529+ 1.24% |
$13.7K - $17.4K
|
43.3K
$1.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$13.4K - $17K
|
517
$18.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
483+ 0.36% |
$12.5K - $15.9K
|
134K
$4.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
444+ 2.11% |
$11.5K - $14.6K
|
21.5K
$763K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
398+ 1.48% |
$10.3K - $13.1K
|
27.2K
$966K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
373+ 20.44% |
$9.67K - $12.3K
|
2.2K
$78.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
370+ 2.06% |
$9.59K - $12.2K
|
18.3K
$651K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
351+ 1.81% |
$9.1K - $11.6K
|
19.7K
$701K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
313New |
$8.12K - $10.3K
|
313
$11.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
297+ 0.87% |
$7.7K - $9.77K
|
34.3K
$1.22M
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
263+ 0.88% |
$6.82K - $8.66K
|
30.2K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
254+ 1.77% |
$6.59K - $8.36K
|
14.6K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
227+ 1.05% |
$5.89K - $7.47K
|
21.9K
$779K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
215+ 1.76% |
$5.57K - $7.08K
|
12.4K
$441K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
138+ 1.34% |
$3.58K - $4.54K
|
10.4K
$370K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 1.83% |
$2.62K - $3.32K
|
5.61K
$199K
|
|
|
Jul 21, 2025
Q2 2025
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
84+ 0.33% |
$2.18K - $2.76K
|
25.5K
$906K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
64+ 0.11% |
$1.66K - $2.11K
|
56.2K
$2M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
38+ 0.1% |
$985 - $1.25K
|
36.5K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
27New |
$700 - $889
|
27
$959
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
BUY
|
- |
24+ 0.09% |
$622 - $790
|
26.2K
$930K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19+ 1.62% |
$493 - $625
|
1.19K
$42.3K
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 0.08% |
$311 - $395
|
14.8K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
4New |
$104 - $132
|
4
$142
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
3+ 0.02% |
$77.8 - $98.7
|
15.2K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$25.9 - $32.9
|
122K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|