Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 9.46% |
$33.2K - $38.5K
|
14.7K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.25K+ 4.0% |
$32.5K - $37.6K
|
32.4K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.23K+ 14.52% |
$32K - $37.1K
|
9.69K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 6.04% |
$31.3K - $36.2K
|
21K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
1.18KNew |
$30.7K - $35.5K
|
1.18K
$39K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.1KNew |
$28.7K - $33.2K
|
1.1K
$36.5K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1.07K+ 12.43% |
$27.9K - $32.3K
|
9.68K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 3.23% |
$27.7K - $32.1K
|
34K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.04K+ 7.76% |
$27.2K - $31.4K
|
14.5K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1K+ 1.32% |
$26.2K - $30.3K
|
76.7K
$2.55M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
978+ 6.37% |
$25.5K - $29.5K
|
16.3K
$542K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
861+ 0.37% |
$22.5K - $26K
|
235K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
813+ 0.89% |
$21.2K - $24.6K
|
92.1K
$3.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
766+ 5.16% |
$20K - $23.1K
|
15.6K
$518K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
747+ 8.5% |
$19.5K - $22.6K
|
9.53K
$316K
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
722+ 2.02% |
$18.8K - $21.8K
|
36.5K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
686+ 3.97% |
$17.9K - $20.7K
|
18K
$597K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
626+ 1.38% |
$16.3K - $18.9K
|
46K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
589+ 4.04% |
$15.4K - $17.8K
|
15.2K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
432+ 0.33% |
$11.3K - $13.1K
|
131K
$4.36M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
341+ 1.93% |
$8.9K - $10.3K
|
18K
$598K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
287+ 0.68% |
$7.49K - $8.67K
|
42.8K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
208+ 0.78% |
$5.43K - $6.28K
|
26.9K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
200+ 1.45% |
$5.22K - $6.04K
|
14K
$465K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
165+ 1.26% |
$4.3K - $4.98K
|
13.3K
$441K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
164+ 2.08% |
$4.28K - $4.95K
|
8.03K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
108New |
$2.82K - $3.26K
|
108
$3.59K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
64+ 0.11% |
$1.67K - $1.93K
|
59.5K
$1.97M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
48+ 0.88% |
$1.25K - $1.45K
|
5.51K
$183K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
44+ 0.05% |
$1.15K - $1.33K
|
80.8K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
39+ 0.17% |
$1.02K - $1.18K
|
23.4K
$779K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$913 - $1.06K
|
35
$1.16K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
34New |
$887 - $1.03K
|
34
$1.13K
|
|
|
May 05, 2025
Q1 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21+ 0.07% |
$548 - $634
|
29.9K
$993K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17+ 0.21% |
$444 - $514
|
8.09K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 8.0% |
$417 - $483
|
216
$7.17K
|
|
|
May 29, 2025
Q1 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
13+ 0.11% |
$339 - $393
|
11.5K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10+ 0.07% |
$261 - $302
|
14K
$466K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9+ 0.05% |
$235 - $272
|
18.9K
$628K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.05% |
$183 - $211
|
13.4K
$445K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$52.2 - $60.4
|
3.18K
$105K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.17% |
$52.2 - $60.4
|
1.17K
$38.9K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 0.11% |
$52.2 - $60.4
|
1.83K
$60.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
1+ 0.01% |
$26.1 - $30.2
|
19.4K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2- 0.03% |
$52.2 - $60.4
|
6.87K
$228K
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-77- 0.36% |
$2.01K - $2.33K
|
21.3K
$707K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-80- 2.69% |
$2.09K - $2.42K
|
2.89K
$95.9K
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.17% |
$2.61K - $3.02K
|
59.5K
$1.97M
|