Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DISV)

DISV Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q3 2023. 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
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.82M
+ 6137.76%
$42.5M - $45.8M
1.85M $49.3M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
805K
+ 14.47%
$18.7M - $20.2M
6.37M $169M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
600K
New
$14M - $15.1M
600K $15.9M
Nov 08, 2023 Q3 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
489K
New
$11.4M - $12.3M
489K $13M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
404K
+ 38.25%
$9.4M - $10.1M
1.46M $38.8M
Nov 13, 2023 Q3 2023
Merriman Wealth Management, LLC

BUY
 -
199K
+ 2.64%
$4.63M - $5M
7.76M $206M
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
195K
+ 170.8%
$4.53M - $4.89M
308K $8.2M
Feb 14, 2024 Q3 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
170K
+ 82.82%
$3.96M - $4.27M
375K $9.97M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
139K
+ 29.05%
$3.23M - $3.49M
617K $16.4M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
121K
New
$2.81M - $3.04M
121K $3.21M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
94.5K
New
$2.2M - $2.37M
94.5K $2.51M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
91K
New
$2.12M - $2.29M
91K $2.42M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
89.2K
+ 86.32%
$2.08M - $2.24M
193K $5.12M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
86.7K
+ 15.52%
$2.02M - $2.18M
645K $17.1M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
84.9K
+ 421.61%
$1.98M - $2.13M
105K $2.79M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
74.7K
+ 75.26%
$1.74M - $1.88M
174K $4.62M
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
72.2K
+ 40.27%
$1.68M - $1.81M
252K $6.68M
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
70.9K
+ 7.59%
$1.65M - $1.78M
1M $26.7M
Nov 08, 2023 Q3 2023
Claris Advisors, LLC

BUY
 -
56.5K
+ 67.65%
$1.32M - $1.42M
140K $3.72M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
47.2K
+ 4.12%
$1.1M - $1.19M
1.2M $31.8M
Nov 06, 2023 Q3 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
43.8K
+ 25.98%
$1.02M - $1.1M
212K $5.64M
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
42.5K
+ 57.35%
$990K - $1.07M
117K $3.1M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
37.3K
+ 68.62%
$867K - $936K
91.6K $2.43M
Nov 21, 2023 Q3 2023
Carlson Capital Management

BUY
 -
35.7K
+ 20.24%
$832K - $898K
212K $5.64M
Nov 13, 2023 Q3 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
35.4K
+ 13.2%
$824K - $890K
304K $8.07M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
35K
+ 13.41%
$813K - $878K
296K $7.85M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
34.8K
+ 1475.75%
$810K - $875K
37.2K $988K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
33.4K
+ 7.34%
$777K - $840K
489K $13M
Nov 15, 2023 Q3 2023
Monograph Wealth Advisors, LLC

BUY
 -
33K
+ 5.92%
$768K - $830K
591K $15.7M
Nov 01, 2023 Q3 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
31.3K
+ 10.72%
$727K - $786K
323K $8.58M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
31K
New
$722K - $780K
31K $825K
Oct 23, 2023 Q3 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
31K
+ 10.1%
$721K - $778K
338K $8.97M
Oct 10, 2023 Q3 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
29.5K
+ 26.86%
$687K - $742K
140K $3.71M
Oct 25, 2023 Q3 2023
Planning Center, Inc.

BUY
 -
28.5K
+ 3.94%
$663K - $716K
752K $20M
Jun 25, 2024 Q3 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
27.2K
+ 11.13%
$632K - $683K
271K $7.21M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
25.4K
+ 7.91%
$591K - $638K
346K $9.2M
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
24.6K
New
$573K - $619K
24.6K $654K
Nov 09, 2023 Q3 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
24.4K
+ 11.95%
$567K - $612K
228K $6.07M
Nov 06, 2023 Q3 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
23.4K
+ 50.14%
$543K - $587K
69.9K $1.86M
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
23.1K
+ 27.24%
$538K - $581K
108K $2.87M
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
22.6K
New
$527K - $569K
22.6K $602K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
22.5K
+ 60.28%
$523K - $564K
59.7K $1.59M
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
22K
New
$512K - $553K
22K $585K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
21.2K
+ 18.34%
$494K - $534K
137K $3.64M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
21.2K
+ 72.28%
$493K - $533K
50.5K $1.34M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
17.3K
+ 19.42%
$402K - $434K
106K $2.82M
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
16.6K
+ 11.34%
$386K - $417K
163K $4.33M
Oct 13, 2023 Q3 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
15K
+ 5.71%
$349K - $377K
278K $7.39M
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
15K
New
$348K - $376K
15K $398K

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