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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-2.83K- 0.85% |
$73.7K - $85.4K
|
331K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.74K- 2.83% |
$71.4K - $82.7K
|
94.1K
$3.12M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-2.52K- 1.87% |
$65.8K - $76.2K
|
132K
$4.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.49K- 8.48% |
$64.8K - $75.1K
|
26.8K
$890K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.46K- 5.67% |
$64.1K - $74.2K
|
40.9K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-2.31K- 9.13% |
$60.2K - $69.7K
|
22.9K
$762K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.08K- 2.93% |
$54.3K - $62.9K
|
69.1K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 1.47% |
$47.5K - $55K
|
122K
$4.05M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.77K- 2.45% |
$46.3K - $53.6K
|
70.5K
$2.34M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.58K- 11.83% |
$41.2K - $47.7K
|
11.8K
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.54K- 54.98% |
$40K - $46.4K
|
1.26K
$41.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-1.42K- 7.58% |
$37K - $42.9K
|
17.3K
$575K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.36K- 94.11% |
$35.5K - $41.1K
|
85
$2.82K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.36K- 4.83% |
$35.4K - $41K
|
26.8K
$888K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.31K- 1.5% |
$34.2K - $39.6K
|
86.3K
$2.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.27K- 7.14% |
$33.2K - $38.5K
|
16.6K
$550K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.05K- 11.64% |
$27.5K - $31.8K
|
8K
$266K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-954- 2.55% |
$24.9K - $28.8K
|
36.5K
$1.21M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-948- 3.8% |
$24.7K - $28.6K
|
24K
$796K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-735- 6.67% |
$19.2K - $22.2K
|
10.3K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-731- 0.9% |
$19.1K - $22.1K
|
80.5K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-711- 84.84% |
$18.5K - $21.5K
|
127
$4.22K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-650- 1.36% |
$17K - $19.6K
|
47.1K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-643- 6.49% |
$16.8K - $19.4K
|
9.26K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-581- 1.78% |
$15.2K - $17.6K
|
32.1K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-531- 1.0% |
$13.9K - $16K
|
52.4K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-351- 1.78% |
$9.16K - $10.6K
|
19.4K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-339- 22.89% |
$8.84K - $10.2K
|
1.14K
$37.9K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-295- 0.57% |
$7.7K - $8.91K
|
51.1K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-289- 1.31% |
$7.54K - $8.73K
|
21.7K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-245- 1.63% |
$6.39K - $7.4K
|
14.7K
$490K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-232- 0.48% |
$6.05K - $7.01K
|
47.9K
$1.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-223- 2.83% |
$5.82K - $6.74K
|
7.65K
$254K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.33% |
$5.22K - $6.04K
|
1.3K
$43.2K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-195- 9.32% |
$5.09K - $5.89K
|
1.9K
$63K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-105- 0.44% |
$2.74K - $3.17K
|
23.9K
$794K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.17% |
$2.61K - $3.02K
|
59.5K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-100- 0.02% |
$2.61K - $3.02K
|
418K
$13.9M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-82- 0.06% |
$2.14K - $2.48K
|
133K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 2.69% |
$2.09K - $2.42K
|
2.89K
$95.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-77- 0.36% |
$2.01K - $2.33K
|
21.3K
$707K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- 0.03% |
$52.2 - $60.4
|
6.87K
$228K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-99.6K- 55.73% |
$2.61M - $2.86M
|
79.1K
$2.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.37K- 12.26% |
$114K - $126K
|
31.2K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 88.59% |
$26.2K - $28.8K
|
129
$4.28K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-651- 90.17% |
$17K - $18.7K
|
71
$2.36K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-253- 1.54% |
$6.62K - $7.28K
|
16.2K
$538K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-168- 0.11% |
$4.4K - $4.83K
|
151K
$5.02M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-88- 2.28% |
$2.3K - $2.53K
|
3.77K
$125K
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 99.03% |
$441K - $493K
|
166
$5.51K
|
|