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 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
4.33K+ 1.65% |
$107K - $118K
|
266K
$7.08M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
4.28K+ 2.31% |
$106K - $117K
|
190K
$5.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.27K+ 10.66% |
$106K - $116K
|
44.3K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.22K+ 14.54% |
$104K - $115K
|
33.3K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.12K+ 21.91% |
$102K - $112K
|
22.9K
$609K
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.9K+ 1.72% |
$96.4K - $106K
|
231K
$6.14M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
3.85KNew |
$95.3K - $105K
|
3.85K
$102K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.8K+ 1.07% |
$94K - $104K
|
359K
$9.54M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.5K+ 3.78% |
$86.6K - $95.4K
|
96.2K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.34K+ 26.75% |
$82.6K - $91K
|
15.8K
$421K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
3.16K+ 1.25% |
$78K - $86K
|
255K
$6.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
2.96K+ 3.09% |
$73.2K - $80.6K
|
98.8K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.89K+ 20.63% |
$71.4K - $78.6K
|
16.9K
$449K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
2.72K+ 17.92% |
$67.3K - $74.1K
|
17.9K
$476K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.72K+ 1.94% |
$67.1K - $74K
|
142K
$3.78M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.48K+ 2.74% |
$61.3K - $67.5K
|
92.9K
$2.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.31K+ 4.64% |
$57.2K - $63K
|
52.1K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
2.01K+ 1.56% |
$49.8K - $54.9K
|
131K
$3.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.95K+ 13.69% |
$48.1K - $53K
|
16.2K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.92K+ 1.92% |
$47.5K - $52.3K
|
102K
$2.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.83K+ 2.57% |
$45.2K - $49.8K
|
73K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.82K+ 9.81% |
$44.9K - $49.5K
|
20.3K
$540K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.72KNew |
$42.6K - $46.9K
|
1.72K
$45.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.65K+ 0.75% |
$40.7K - $44.8K
|
220K
$5.85M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.37K+ 1.22% |
$33.9K - $37.3K
|
114K
$3.02M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.31K+ 0.17% |
$32.4K - $35.7K
|
768K
$20.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.31K+ 7.79% |
$32.3K - $35.5K
|
18.1K
$480K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.2K+ 1.68% |
$29.7K - $32.7K
|
72.7K
$1.93M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.1K+ 2.7% |
$27.2K - $30K
|
41.9K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.06K+ 52.32% |
$26.3K - $28.9K
|
3.09K
$82.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
997+ 51.6% |
$24.7K - $27.2K
|
2.93K
$77.8K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
990+ 6.19% |
$24.5K - $27K
|
17K
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
940+ 112.57% |
$23.2K - $25.6K
|
1.78K
$47.2K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
928+ 4.55% |
$22.9K - $25.3K
|
21.3K
$567K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
829+ 1.29% |
$20.5K - $22.6K
|
65.2K
$1.73M
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
778+ 1.19% |
$19.2K - $21.2K
|
66K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
715+ 41.67% |
$17.7K - $19.5K
|
2.43K
$64.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
670+ 4.68% |
$16.6K - $18.3K
|
15K
$399K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
580New |
$14.3K - $15.8K
|
580
$15.4K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
559+ 1.78% |
$13.8K - $15.2K
|
32K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
517New |
$12.8K - $14.1K
|
517
$13.7K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
471+ 0.53% |
$11.6K - $12.8K
|
89.3K
$2.37M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
462+ 12.31% |
$11.4K - $12.6K
|
4.21K
$112K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
421+ 1.43% |
$10.4K - $11.5K
|
29.9K
$794K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
418+ 0.47% |
$10.3K - $11.4K
|
90.2K
$2.4M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
393+ 1.94% |
$9.72K - $10.7K
|
20.7K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
310+ 4.32% |
$7.67K - $8.44K
|
7.49K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
255+ 0.49% |
$6.31K - $6.95K
|
52.5K
$1.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
221+ 8.62% |
$5.47K - $6.02K
|
2.79K
$74K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
207New |
$5.12K - $5.64K
|
207
$5.5K
|