Latest Institutional Sells of Dimensional ETF Tr Dimensional (DISV)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DISV) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-19.2K- 6.07% |
$499K - $633K
|
297K
$9.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.9K- 2.52% |
$359K - $456K
|
536K
$17.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.6K- 6.28% |
$223K - $283K
|
128K
$4.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.03K- 2.17% |
$182K - $231K
|
317K
$10.5M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.24K- 1.69% |
$84K - $107K
|
188K
$6.25M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-2.86K- 1.22% |
$74.2K - $94.2K
|
233K
$7.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.82K- 5.39% |
$73.2K - $92.9K
|
49.5K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-317- 0.49% |
$8.22K - $10.4K
|
64.6K
$2.14M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-437K- 96.39% |
$11.4M - $13.2M
|
16.4K
$543K
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-392K- 67.65% |
$10.2M - $11.8M
|
187K
$6.22M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-240K- 3.76% |
$6.27M - $7.26M
|
6.15M
$204M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-221K- 99.05% |
$5.77M - $6.68M
|
2.13K
$70.6K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-98.6K- 36.0% |
$2.57M - $2.98M
|
175K
$5.82M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-83.5K- 11.85% |
$2.18M - $2.52M
|
621K
$20.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-61.5K- 6.09% |
$1.6M - $1.86M
|
948K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.8K- 59.38% |
$1.56M - $1.81M
|
40.9K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-56.9K- 61.32% |
$1.49M - $1.72M
|
35.9K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-56.4K- 20.51% |
$1.47M - $1.7M
|
219K
$7.26M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-56.3K- 54.37% |
$1.47M - $1.7M
|
47.2K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.9K- 12.47% |
$1.2M - $1.39M
|
322K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-43.6K- 99.82% |
$1.14M - $1.32M
|
80
$2.66K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-41.6K- 12.99% |
$1.08M - $1.26M
|
278K
$9.24M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-38.3K- 7.92% |
$999K - $1.16M
|
445K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.7K- 80.47% |
$670K - $776K
|
6.23K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-21.1K- 10.9% |
$550K - $636K
|
172K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-20.7K- 2.66% |
$541K - $626K
|
760K
$25.2M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.6K- 24.94% |
$537K - $622K
|
62K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 3.27% |
$523K - $606K
|
593K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.9K- 17.09% |
$519K - $601K
|
96.5K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-15.8K- 6.03% |
$413K - $478K
|
247K
$8.18M
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-15.1K- 5.59% |
$395K - $457K
|
256K
$8.49M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-11.6K- 5.59% |
$302K - $350K
|
196K
$6.5M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-10.4K- 3.21% |
$271K - $314K
|
313K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-10.1K- 10.0% |
$265K - $307K
|
91.3K
$3.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.95K- 96.13% |
$207K - $240K
|
320
$10.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-7.72K- 3.07% |
$201K - $233K
|
244K
$8.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.23K- 11.36% |
$189K - $218K
|
56.4K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-6.85K- 1.95% |
$179K - $207K
|
345K
$11.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6.59K- 0.86% |
$172K - $199K
|
760K
$25.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.52K- 1.61% |
$170K - $197K
|
399K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6K- 8.69% |
$157K - $181K
|
63K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5.01K- 1.12% |
$131K - $151K
|
443K
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.58K- 3.11% |
$120K - $138K
|
143K
$4.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.37K- 2.37% |
$114K - $132K
|
180K
$5.97M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.3K- 82.52% |
$112K - $130K
|
910
$30.2K
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.24K- 7.99% |
$111K - $128K
|
48.9K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.14K- 0.4% |
$108K - $125K
|
1.04M
$34.6M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-3.9K- 6.75% |
$102K - $118K
|
54K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.88K- 34.11% |
$101K - $117K
|
7.5K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.85K- 14.34% |
$100K - $116K
|
23K
$764K
|
|