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 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-11.9K- 8.94% |
$295K - $325K
|
122K
$3.23M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-12.1K- 2.68% |
$298K - $329K
|
438K
$11.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-13K- 13.31% |
$321K - $353K
|
84.4K
$2.24M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 31.77% |
$339K - $374K
|
29.4K
$782K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.8K- 6.8% |
$464K - $511K
|
257K
$6.83M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-24.1K- 52.16% |
$596K - $656K
|
22.1K
$587K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-25.4K- 4.85% |
$629K - $693K
|
499K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-35.6K- 5.6% |
$881K - $970K
|
600K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.5K- 81.09% |
$976K - $1.07M
|
9.2K
$245K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.5K- 81.09% |
$976K - $1.07M
|
9.2K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-41.8K- 91.96% |
$1.03M - $1.14M
|
3.65K
$97.1K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-52.5K- 32.73% |
$1.3M - $1.43M
|
108K
$2.86M
|
|
|
May 14, 2024
Q1 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-61.4K- 34.37% |
$1.52M - $1.67M
|
117K
$3.11M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-67.9K- 15.92% |
$1.68M - $1.85M
|
358K
$9.52M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-89.4K- 7.4% |
$2.21M - $2.43M
|
1.12M
$29.7M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-102K- 1.54% |
$2.52M - $2.78M
|
6.52M
$173M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-155K- 63.59% |
$3.84M - $4.23M
|
88.8K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-833K- 48.45% |
$20.6M - $22.7M
|
886K
$23.6M
|