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 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-709K- 66.54% |
$18.4M - $23.3M
|
357K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-608K- 92.21% |
$15.8M - $20M
|
51.4K
$1.82M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-250K- 4.07% |
$6.49M - $8.24M
|
5.9M
$210M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.3K- 4.71% |
$1.51M - $1.92M
|
1.18M
$41.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-40.1K- 22.87% |
$1.04M - $1.32M
|
135K
$4.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-36.3K- 37.6% |
$941K - $1.19M
|
60.2K
$2.14M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-33.1K- 2.56% |
$858K - $1.09M
|
1.26M
$44.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-32.8K- 3.8% |
$850K - $1.08M
|
830K
$29.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-30.5K- 6.55% |
$791K - $1M
|
435K
$15.4M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-26K- 13.86% |
$673K - $854K
|
161K
$5.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-23.2K- 8.92% |
$602K - $765K
|
237K
$8.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-22.4K- 16.58% |
$581K - $738K
|
113K
$4.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-22.2K- 36.27% |
$575K - $729K
|
38.9K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-21.8K- 5.05% |
$565K - $718K
|
410K
$14.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-21K- 4.77% |
$546K - $692K
|
420K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20.5K- 6.83% |
$531K - $673K
|
279K
$9.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-19.9K- 6.37% |
$517K - $656K
|
293K
$10.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-19.7K- 1.94% |
$512K - $649K
|
999K
$35.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-19.2K- 6.07% |
$499K - $633K
|
297K
$10.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-17.8K- 6.32% |
$462K - $587K
|
264K
$9.39M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-15.2K- 17.53% |
$393K - $499K
|
71.4K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-15K- 36.64% |
$389K - $494K
|
25.9K
$921K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14.7K- 31.09% |
$381K - $483K
|
32.5K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-14.2K- 5.77% |
$369K - $468K
|
232K
$8.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-14K- 34.14% |
$362K - $460K
|
26.9K
$957K
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13.9K- 2.52% |
$359K - $456K
|
536K
$19M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-12.8K- 3.11% |
$333K - $422K
|
399K
$14.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-12.8K- 1.68% |
$332K - $421K
|
748K
$26.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 69.17% |
$272K - $346K
|
4.68K
$166K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 3.0% |
$267K - $338K
|
332K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-9.08K- 39.56% |
$235K - $299K
|
13.9K
$492K
|
|
|
Aug 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
SELL
|
- |
-8.83K- 2.96% |
$229K - $291K
|
289K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.6K- 6.28% |
$223K - $283K
|
128K
$4.56M
|
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-8.4K- 3.02% |
$218K - $276K
|
270K
$9.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-7.41K- 5.32% |
$192K - $244K
|
132K
$4.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-7.25K- 5.18% |
$188K - $239K
|
133K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.03K- 2.17% |
$182K - $231K
|
317K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.94K- 11.2% |
$180K - $228K
|
55K
$1.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-6.92K- 2.71% |
$179K - $228K
|
249K
$8.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-6.9K- 17.72% |
$179K - $227K
|
32K
$1.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.84K- 51.06% |
$177K - $225K
|
6.56K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.51K- 13.07% |
$169K - $214K
|
43.3K
$1.54M
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-5.44K- 1.22% |
$141K - $179K
|
440K
$15.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.22K- 1.62% |
$135K - $172K
|
317K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-4.78K- 31.53% |
$124K - $157K
|
10.4K
$369K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-4.15K- 8.81% |
$108K - $137K
|
42.9K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.96K- 2.18% |
$103K - $130K
|
178K
$6.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
SELL
|
- |
-3.76K- 2.09% |
$97.4K - $124K
|
176K
$6.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-3.61K- 3.91% |
$93.5K - $119K
|
88.5K
$3.14M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.46K- 3.79% |
$89.8K - $114K
|
87.9K
$3.12M
|