Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q1 2024. 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 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
765K+ 123.08% |
$18.9M - $20.8M
|
1.39M
$36.8M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
678K+ 32.13% |
$16.8M - $18.5M
|
2.79M
$74.1M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
453KNew |
$11.2M - $12.3M
|
453K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
363K+ 4.67% |
$8.98M - $9.89M
|
8.13M
$216M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
240K+ 167.21% |
$5.94M - $6.55M
|
384K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
232KNew |
$5.73M - $6.31M
|
232K
$6.16M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
205KNew |
$5.08M - $5.59M
|
205K
$5.46M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
196KNew |
$4.85M - $5.34M
|
196K
$5.21M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
195K+ 144.46% |
$4.81M - $5.3M
|
329K
$8.75M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
181K+ 137.04% |
$4.48M - $4.94M
|
314K
$8.33M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
162K+ 146.12% |
$4.02M - $4.43M
|
274K
$7.27M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
110K+ 18.61% |
$2.72M - $3M
|
701K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
89.8K+ 56.94% |
$2.22M - $2.45M
|
247K
$6.58M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
86.8K+ 11.44% |
$2.15M - $2.36M
|
845K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
84.8K+ 22.86% |
$2.1M - $2.31M
|
456K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
72.6K+ 25.03% |
$1.79M - $1.98M
|
363K
$9.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
65.9K+ 10.18% |
$1.63M - $1.8M
|
713K
$19M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
59.8K+ 4.85% |
$1.48M - $1.63M
|
1.29M
$34.4M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
55.5K+ 10.44% |
$1.37M - $1.51M
|
587K
$15.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
52.7K+ 42.15% |
$1.3M - $1.44M
|
178K
$4.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
52.6K+ 13.32% |
$1.3M - $1.43M
|
447K
$11.9M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
51.5KNew |
$1.27M - $1.4M
|
51.5K
$1.37M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
51.4K+ 12.59% |
$1.27M - $1.4M
|
460K
$12.2M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
51K+ 205.04% |
$1.26M - $1.39M
|
75.8K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.7K+ 5.3% |
$1.25M - $1.38M
|
1.01M
$26.7M
|
|
|
May 03, 2024
Q1 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
44.7K+ 8.54% |
$1.1M - $1.22M
|
568K
$15.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
44K+ 16.34% |
$1.09M - $1.2M
|
314K
$8.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
40.8K+ 3.97% |
$1.01M - $1.11M
|
1.07M
$28.4M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
40.4K+ 41.48% |
$999K - $1.1M
|
138K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
38.9KNew |
$963K - $1.06M
|
38.9K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
38.9K+ 15.09% |
$962K - $1.06M
|
297K
$7.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
38.2KNew |
$944K - $1.04M
|
38.2K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38.1K+ 14.47% |
$942K - $1.04M
|
301K
$8.01M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.4K+ 1589.8% |
$925K - $1.02M
|
39.8K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.1K+ 20.23% |
$919K - $1.01M
|
221K
$5.87M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
35.8K+ 82.65% |
$886K - $976K
|
79.2K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
34.6K+ 4.46% |
$854K - $941K
|
808K
$21.5M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.4K+ 639.78% |
$851K - $937K
|
39.8K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.3K+ 5.41% |
$823K - $907K
|
649K
$17.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
31.2K+ 25.11% |
$772K - $850K
|
156K
$4.13M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.3K+ 32.42% |
$750K - $827K
|
124K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
30.2K+ 19.87% |
$747K - $823K
|
182K
$4.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
29K+ 14.02% |
$718K - $791K
|
236K
$6.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
26.2K+ 209.45% |
$648K - $714K
|
38.7K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.1K+ 30.26% |
$646K - $712K
|
113K
$2.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24.7K+ 38.21% |
$611K - $673K
|
89.3K
$2.37M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
24.4K+ 5.86% |
$604K - $666K
|
441K
$11.7M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
21.7K+ 12.53% |
$535K - $590K
|
194K
$5.17M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21.6K+ 3.34% |
$533K - $587K
|
667K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
21.3KNew |
$528K - $581K
|
21.3K
$567K
|