Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
362K+ 13.0% |
$9.51M - $10.4M
|
3.15M
$86M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
334K+ 93.3% |
$8.77M - $9.55M
|
693K
$18.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
287KNew |
$7.53M - $8.19M
|
287K
$7.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
255K+ 55.94% |
$6.69M - $7.28M
|
711K
$19.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
253K+ 3.11% |
$6.64M - $7.23M
|
8.39M
$229M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
230KNew |
$6.03M - $6.56M
|
230K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
228KNew |
$5.98M - $6.52M
|
228K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
202K+ 255.5% |
$5.31M - $5.78M
|
281K
$7.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
170K+ 12.28% |
$4.47M - $4.86M
|
1.56M
$42.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Del Sette Capital Management, LLC
|
BUY
|
- |
136K+ 153.31% |
$3.57M - $3.89M
|
225K
$6.14M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
128K+ 25.67% |
$3.36M - $3.66M
|
627K
$17.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
122K+ 69.11% |
$3.21M - $3.5M
|
300K
$8.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
109K+ 95.57% |
$2.85M - $3.11M
|
223K
$6.08M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
73K+ 10.24% |
$1.92M - $2.09M
|
786K
$21.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
73K+ 8.64% |
$1.91M - $2.09M
|
918K
$25.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
70.4KNew |
$1.85M - $2.01M
|
70.4K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
64.6K+ 21.77% |
$1.69M - $1.84M
|
361K
$9.86M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
62.8K+ 35.28% |
$1.65M - $1.79M
|
241K
$6.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.5K+ 24.85% |
$1.61M - $1.76M
|
309K
$8.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
59K+ 10.04% |
$1.55M - $1.68M
|
646K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
58.6K+ 5.24% |
$1.54M - $1.67M
|
1.18M
$32.2M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
53.8KNew |
$1.41M - $1.54M
|
53.8K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51.6KNew |
$1.35M - $1.47M
|
51.6K
$1.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.7KNew |
$1.28M - $1.39M
|
48.7K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
48.7K+ 15.52% |
$1.28M - $1.39M
|
362K
$9.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
46.8K+ 33.95% |
$1.23M - $1.34M
|
185K
$5.04M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
46.5KNew |
$1.22M - $1.33M
|
46.5K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42.1K+ 192.49% |
$1.1M - $1.2M
|
63.9K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
41.6KNew |
$1.09M - $1.19M
|
41.6K
$1.14M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
41KNew |
$1.07M - $1.17M
|
41K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
40.5K+ 11.17% |
$1.06M - $1.16M
|
403K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
40.5K+ 20.51% |
$1.06M - $1.16M
|
238K
$6.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
37.3K+ 11.9% |
$979K - $1.07M
|
351K
$9.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.8K+ 112.24% |
$940K - $1.02M
|
67.7K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.3K+ 234.95% |
$925K - $1.01M
|
50.3K
$1.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.8K+ 9.95% |
$859K - $936K
|
362K
$9.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
32.5KNew |
$852K - $928K
|
32.5K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.4K+ 3.12% |
$824K - $897K
|
1.04M
$28.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
29.7K+ 22.54% |
$780K - $849K
|
162K
$4.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
29.5KNew |
$775K - $844K
|
29.5K
$806K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
27.3K+ 7.1% |
$715K - $778K
|
411K
$11.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
26.2K+ 13.49% |
$688K - $749K
|
221K
$6.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
25.9K+ 7.9% |
$680K - $740K
|
354K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.6K+ 3.84% |
$672K - $731K
|
692K
$18.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25.6K+ 66.02% |
$671K - $730K
|
64.3K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
25.5KNew |
$669K - $728K
|
25.5K
$696K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24K+ 3.42% |
$628K - $684K
|
725K
$19.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
23.4K+ 238.45% |
$615K - $669K
|
33.3K
$908K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
23.2K+ 30.52% |
$607K - $661K
|
99K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.8K+ 77.44% |
$598K - $651K
|
52.3K
$1.43M
|