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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-61.5K- 6.09% |
$1.6M - $1.86M
|
948K
$28.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-44.3K- 84.4% |
$1.16M - $1.34M
|
8.19K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-41.6K- 12.99% |
$1.08M - $1.26M
|
278K
$8.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-19.9K- 17.09% |
$519K - $601K
|
96.5K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-15.8K- 6.03% |
$413K - $478K
|
247K
$7.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.06K- 4.52% |
$236K - $274K
|
192K
$5.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.95K- 96.13% |
$207K - $240K
|
320
$9.66K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-7.72K- 3.07% |
$201K - $233K
|
244K
$7.35M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.23K- 11.36% |
$189K - $218K
|
56.4K
$1.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6.59K- 0.86% |
$172K - $199K
|
760K
$22.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.52K- 1.61% |
$170K - $197K
|
399K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Better Wealth, LLC
|
SELL
|
- |
-4.37K- 2.37% |
$114K - $132K
|
180K
$5.42M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.24K- 7.99% |
$111K - $128K
|
48.9K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.88K- 34.11% |
$101K - $117K
|
7.5K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.85K- 14.34% |
$100K - $116K
|
23K
$694K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-3.08K- 4.39% |
$80.3K - $93K
|
67.1K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-2.52K- 1.87% |
$65.8K - $76.2K
|
132K
$4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.49K- 8.48% |
$64.8K - $75.1K
|
26.8K
$809K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.46K- 5.67% |
$64.1K - $74.2K
|
40.9K
$1.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.58K- 11.83% |
$41.2K - $47.7K
|
11.8K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 54.98% |
$40K - $46.4K
|
1.26K
$37.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.51K- 2.28% |
$39.5K - $45.7K
|
64.9K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.42K- 7.58% |
$37K - $42.9K
|
17.3K
$523K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.36K- 94.11% |
$35.5K - $41.1K
|
85
$2.57K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 4.83% |
$35.4K - $41K
|
26.8K
$807K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.31K- 1.5% |
$34.2K - $39.6K
|
86.3K
$2.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 7.14% |
$33.2K - $38.5K
|
16.6K
$500K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.05K- 11.64% |
$27.5K - $31.8K
|
8K
$241K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-948- 3.8% |
$24.7K - $28.6K
|
24K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-735- 6.67% |
$19.2K - $22.2K
|
10.3K
$311K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-650- 1.36% |
$17K - $19.6K
|
47.1K
$1.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-581- 1.78% |
$15.2K - $17.6K
|
32.1K
$968K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-531- 1.0% |
$13.9K - $16K
|
52.4K
$1.58M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-487- 1.38% |
$12.7K - $14.7K
|
34.8K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-351- 1.78% |
$9.16K - $10.6K
|
19.4K
$585K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-245- 1.63% |
$6.39K - $7.4K
|
14.7K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 2.83% |
$5.82K - $6.74K
|
7.65K
$231K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.33% |
$5.22K - $6.04K
|
1.3K
$39.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100- 0.02% |
$2.61K - $3.02K
|
418K
$12.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-77- 0.36% |
$2.01K - $2.33K
|
21.3K
$643K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-170K- 87.06% |
$4.45M - $4.89M
|
25.2K
$762K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-70.4K- 43.11% |
$1.84M - $2.02M
|
92.9K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 16.8% |
$1.45M - $1.59M
|
274K
$8.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.7K- 57.62% |
$1.41M - $1.54M
|
39.5K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-47.9K- 9.45% |
$1.25M - $1.38M
|
459K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-40.9K- 4.98% |
$1.07M - $1.18M
|
781K
$23.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-39.8K- 10.97% |
$1.04M - $1.15M
|
323K
$9.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25.9K- 34.75% |
$679K - $746K
|
48.7K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.8K- 2.41% |
$675K - $742K
|
1.05M
$31.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.4K- 7.26% |
$611K - $672K
|
298K
$9M
|
|