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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-179K- 56.04% |
$6.27M - $6.49M
|
140K
$5.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-69.4K- 9.51% |
$2.43M - $2.52M
|
660K
$23.7M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-33.6K- 3.9% |
$1.18M - $1.22M
|
827K
$29.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-25.8K- 7.24% |
$905K - $937K
|
331K
$11.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-18.9K- 8.14% |
$663K - $686K
|
213K
$7.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.7K- 1.7% |
$374K - $387K
|
617K
$22.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-9.8K- 2.06% |
$344K - $356K
|
465K
$16.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.64K- 13.69% |
$233K - $241K
|
41.9K
$1.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-3.82K- 4.44% |
$134K - $139K
|
82.1K
$2.95M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-3.74K- 3.16% |
$131K - $136K
|
115K
$4.12M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-3.2K- 2.49% |
$112K - $116K
|
125K
$4.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Better Wealth, LLC
|
SELL
|
- |
-2.41K- 1.42% |
$84.4K - $87.4K
|
167K
$6.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.91K- 1.19% |
$67K - $69.3K
|
158K
$5.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.42K- 10.77% |
$49.8K - $51.6K
|
11.8K
$423K
|
|
|
Jan 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-1.34K- 1.37% |
$46.8K - $48.5K
|
95.9K
$3.44M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.24K- 2.42% |
$43.4K - $44.9K
|
50K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.23K- 7.68% |
$43.2K - $44.7K
|
14.8K
$532K
|
|
|
Jan 20, 2026
Q4 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.18K- 13.11% |
$41.5K - $42.9K
|
7.84K
$282K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 5.16% |
$39.4K - $40.8K
|
20.7K
$743K
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.04K- 1.61% |
$36.4K - $37.7K
|
63.5K
$2.28M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-674- 6.19% |
$23.6K - $24.5K
|
10.2K
$367K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-527- 1.72% |
$18.5K - $19.1K
|
30.2K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-273- 1.05% |
$9.57K - $9.91K
|
25.8K
$925K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-114- 0.26% |
$4K - $4.14K
|
43.2K
$1.55M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-27- 0.22% |
$947 - $980
|
12.1K
$435K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-741K- 68.48% |
$24.3M - $26.5M
|
341K
$12.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-392K- 51.1% |
$12.8M - $14M
|
375K
$13.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-252K- 10.0% |
$8.26M - $9.02M
|
2.27M
$81.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-169K- 73.4% |
$5.55M - $6.06M
|
61.4K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-155K- 27.71% |
$5.1M - $5.57M
|
406K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-62.8K- 17.61% |
$2.06M - $2.25M
|
294K
$10.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-53.9K- 11.37% |
$1.77M - $1.93M
|
420K
$15.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-43.3K- 10.85% |
$1.42M - $1.55M
|
356K
$12.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-34.2K- 49.84% |
$1.12M - $1.22M
|
34.4K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-27.9K- 10.32% |
$914K - $997K
|
242K
$8.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-26.6K- 10.35% |
$871K - $951K
|
230K
$8.27M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.9K- 8.18% |
$850K - $928K
|
291K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-23.6K- 5.96% |
$773K - $844K
|
372K
$13.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-23.6K- 4.61% |
$772K - $843K
|
488K
$17.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.4K- 32.26% |
$637K - $695K
|
40.8K
$1.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-19K- 7.99% |
$622K - $679K
|
218K
$7.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-17.8K- 2.15% |
$585K - $638K
|
812K
$29.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-17.4K- 5.92% |
$569K - $621K
|
276K
$9.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.6K- 11.53% |
$511K - $558K
|
120K
$4.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-13.7K- 1.37% |
$449K - $490K
|
985K
$35.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-9.09K- 0.72% |
$298K - $325K
|
1.25M
$45M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.73K- 5.29% |
$286K - $312K
|
156K
$5.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-7.75K- 29.89% |
$254K - $277K
|
18.2K
$653K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-7.59K- 9.09% |
$249K - $272K
|
75.9K
$2.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.24K- 34.01% |
$237K - $259K
|
14.1K
$505K
|
|