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 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21KNew |
$520K - $573K
|
21K
$559K
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
20.9KNew |
$516K - $568K
|
20.9K
$554K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
20.8K+ 28.18% |
$514K - $566K
|
94.5K
$2.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
19.2K+ 6.21% |
$474K - $522K
|
328K
$8.72M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17.8K+ 8.64% |
$440K - $485K
|
224K
$5.95M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
17K+ 173.82% |
$421K - $463K
|
26.8K
$712K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
16.5KNew |
$407K - $449K
|
16.5K
$438K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
14.5K+ 9.08% |
$359K - $396K
|
175K
$4.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
13.9KNew |
$344K - $379K
|
13.9K
$369K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 13.25% |
$344K - $379K
|
119K
$3.16M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13.7K+ 69.64% |
$340K - $374K
|
33.5K
$889K
|
|
|
Apr 15, 2024
Q1 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
13.7KNew |
$339K - $373K
|
13.7K
$364K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$328K - $361K
|
13.2K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$312K - $344K
|
12.6K
$336K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
12.3K+ 4.4% |
$303K - $334K
|
291K
$7.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
11.9K+ 36.96% |
$294K - $324K
|
44.1K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 28.41% |
$276K - $304K
|
50.4K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
11K+ 9.05% |
$271K - $298K
|
132K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
10.8K+ 2.26% |
$267K - $294K
|
489K
$13M
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10.1KNew |
$249K - $275K
|
10.1K
$268K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.99K+ 5.33% |
$247K - $272K
|
197K
$5.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.93K+ 4.35% |
$246K - $270K
|
238K
$6.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
9.83KNew |
$243K - $268K
|
9.83K
$261K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
9.69KNew |
$240K - $264K
|
9.69K
$257K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.63K+ 12.64% |
$238K - $262K
|
85.8K
$2.28M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
9.13K+ 21.83% |
$226K - $249K
|
51K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
8.54K+ 2.69% |
$211K - $233K
|
326K
$8.67M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.2K+ 6.16% |
$203K - $223K
|
141K
$3.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
7.93K+ 9.26% |
$196K - $216K
|
93.6K
$2.49M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.78K+ 49.94% |
$192K - $212K
|
23.4K
$621K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
7.72KNew |
$191K - $210K
|
7.72K
$205K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.65K+ 49.68% |
$189K - $208K
|
23.1K
$613K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.64KNew |
$189K - $208K
|
7.64K
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.64KNew |
$189K - $208K
|
7.64K
$203K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
7.52KNew |
$186K - $205K
|
7.52K
$200K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.39K+ 3.87% |
$183K - $201K
|
199K
$5.28M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.31K+ 15.15% |
$181K - $199K
|
55.6K
$1.48M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.3K+ 5.44% |
$180K - $199K
|
141K
$3.76M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
7.29K+ 14.43% |
$180K - $199K
|
57.8K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
6.8K+ 26.82% |
$168K - $185K
|
32.2K
$855K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
6.54K+ 6.29% |
$162K - $178K
|
110K
$2.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
6.28K+ 2.1% |
$155K - $171K
|
305K
$8.1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.45K+ 49.39% |
$135K - $148K
|
16.5K
$438K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.25KNew |
$130K - $143K
|
5.25K
$139K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.19K+ 7.7% |
$128K - $141K
|
72.6K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.08K+ 1.71% |
$126K - $138K
|
302K
$8.02M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
4.85K+ 5.24% |
$120K - $132K
|
97.5K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.59K+ 3.75% |
$114K - $125K
|
127K
$3.37M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.48K+ 25.8% |
$111K - $122K
|
21.8K
$580K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.36K+ 3.56% |
$108K - $119K
|
127K
$3.37M
|