Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
BUY
|
- |
71.9K+ 206.77% |
$1.86M - $2.37M
|
107K
$3.54M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
49.2K+ 11.69% |
$1.28M - $1.62M
|
470K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
43.3K+ 14.43% |
$1.12M - $1.43M
|
344K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36.1K+ 6.12% |
$935K - $1.19M
|
625K
$20.8M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
19.4K+ 9.72% |
$502K - $638K
|
219K
$7.26M
|
|
|
Jul 09, 2025
Q2 2025
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.71K+ 1.84% |
$174K - $221K
|
371K
$12.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.55KNew |
$170K - $216K
|
6.55K
$218K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
3.17K+ 4.95% |
$82.2K - $104K
|
67.3K
$2.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
3.08K+ 12.46% |
$79.9K - $101K
|
27.8K
$923K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.85K+ 39.94% |
$74K - $93.9K
|
10K
$332K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
1.31K+ 7.16% |
$33.9K - $43K
|
19.6K
$650K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
370+ 2.06% |
$9.59K - $12.2K
|
18.3K
$609K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 1.83% |
$2.62K - $3.32K
|
5.61K
$186K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-317- 0.49% |
$8.22K - $10.4K
|
64.6K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-2.86K- 1.22% |
$74.2K - $94.2K
|
233K
$7.72M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-3.24K- 1.69% |
$84K - $107K
|
188K
$6.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-7.03K- 2.17% |
$182K - $231K
|
317K
$10.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-8.6K- 6.28% |
$223K - $283K
|
128K
$4.26M
|