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 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.24K- 1.69% |
$84K - $107K
|
188K
$6.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
SELL
|
- |
-3.19K- 1.31% |
$82.6K - $105K
|
240K
$8.54M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.09K- 1.01% |
$80K - $102K
|
303K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.94K- 20.99% |
$76.3K - $96.9K
|
11.1K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-2.86K- 1.22% |
$74.2K - $94.2K
|
233K
$8.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.82K- 5.39% |
$73.2K - $92.9K
|
49.5K
$1.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-2.5K- 15.66% |
$64.7K - $82.2K
|
13.4K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.48K- 16.8% |
$64.2K - $81.5K
|
12.3K
$436K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.13K- 12.85% |
$55.2K - $70K
|
14.4K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-2.1K- 12.12% |
$54.4K - $69.1K
|
15.2K
$541K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.07K- 65.16% |
$53.7K - $68.1K
|
1.11K
$39.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.03K- 6.32% |
$52.6K - $66.8K
|
30.1K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-1.82K- 1.24% |
$47.3K - $60K
|
145K
$5.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-1.8K- 0.7% |
$46.6K - $59.2K
|
257K
$9.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-1.79K- 8.11% |
$46.4K - $58.9K
|
20.3K
$720K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.67K- 1.76% |
$43.2K - $54.8K
|
93.2K
$3.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.66K- 1.74% |
$43.1K - $54.8K
|
93.8K
$3.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.62K- 3.52% |
$42K - $53.2K
|
44.4K
$1.58M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-1.59K- 17.2% |
$41.3K - $52.4K
|
7.67K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.34K- 14.75% |
$34.8K - $44.2K
|
7.77K
$276K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 5.48% |
$34.1K - $43.3K
|
22.7K
$805K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-1.3K- 17.32% |
$33.7K - $42.8K
|
6.2K
$220K
|
|
|
Jul 30, 2025
Q2 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.27K- 16.57% |
$32.8K - $41.7K
|
6.37K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.17K- 6.69% |
$30.3K - $38.5K
|
16.3K
$579K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.13K- 2.36% |
$29.3K - $37.2K
|
46.7K
$1.66M
|
|
|
Aug 05, 2025
Q2 2025
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
SELL
|
- |
-903- 1.14% |
$23.4K - $29.7K
|
78.5K
$2.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-870- 19.46% |
$22.6K - $28.6K
|
3.6K
$128K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-850- 4.5% |
$22K - $28K
|
18.1K
$641K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-773- 3.3% |
$20K - $25.4K
|
22.7K
$805K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-763- 4.31% |
$19.8K - $25.1K
|
16.9K
$601K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-759- 3.17% |
$19.7K - $25K
|
23.2K
$823K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-669- 0.09% |
$17.3K - $22K
|
745K
$26.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-668- 2.35% |
$17.3K - $22K
|
27.8K
$986K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-605- 4.55% |
$15.7K - $19.9K
|
12.7K
$451K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-554- 5.37% |
$14.4K - $18.2K
|
9.75K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-536- 0.9% |
$13.9K - $17.6K
|
58.9K
$2.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-425- 0.67% |
$11K - $14K
|
63K
$2.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-419- 1.82% |
$10.9K - $13.8K
|
22.6K
$802K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-399- 5.77% |
$10.3K - $13.1K
|
6.52K
$232K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-370- 3.15% |
$9.59K - $12.2K
|
11.4K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-317- 0.49% |
$8.22K - $10.4K
|
64.6K
$2.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-199- 1.02% |
$5.16K - $6.55K
|
19.2K
$683K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-175- 0.54% |
$4.54K - $5.76K
|
32.2K
$1.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-154- 0.95% |
$3.99K - $5.07K
|
16K
$570K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-86- 0.24% |
$2.23K - $2.83K
|
36.4K
$1.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-74- 0.31% |
$1.92K - $2.44K
|
23.5K
$835K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24- 0.08% |
$622 - $790
|
30.8K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16- 7.41% |
$415 - $527
|
200
$7.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14- 0.2% |
$363 - $461
|
6.86K
$244K
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-7.95K- 96.13% |
$207K - $240K
|
320
$11.4K
|
|