Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DISV)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
14.9K+ 17.87% |
$348K - $376K
|
98.6K
$2.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
14.6K+ 7.59% |
$339K - $367K
|
207K
$5.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
13.7K+ 55.64% |
$320K - $345K
|
38.4K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5K+ 37.35% |
$315K - $340K
|
49.7K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.4K+ 6.16% |
$312K - $337K
|
231K
$6.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
13.2K+ 11.74% |
$307K - $332K
|
126K
$3.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
12.8K+ 8.99% |
$298K - $322K
|
155K
$4.13M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
12.2K+ 117.76% |
$284K - $307K
|
22.6K
$600K
|
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
12K+ 48.88% |
$279K - $302K
|
36.6K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
11.5KNew |
$267K - $289K
|
11.5K
$305K
|
|
|
Oct 12, 2023
Q3 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
10.7K+ 15.59% |
$250K - $270K
|
79.5K
$2.11M
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
10.2K+ 9.37% |
$237K - $256K
|
119K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.84K+ 2.67% |
$229K - $247K
|
379K
$10.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.58K+ 36.21% |
$223K - $241K
|
36K
$957K
|
|
|
Oct 27, 2023
Q3 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
8.35K+ 3.88% |
$194K - $210K
|
224K
$5.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.15K+ 8.8% |
$190K - $205K
|
101K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.94K+ 12.7% |
$185K - $200K
|
70.5K
$1.87M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.9K+ 5.18% |
$184K - $199K
|
161K
$4.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.72K+ 53.0% |
$180K - $194K
|
22.3K
$592K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.79K+ 22.56% |
$158K - $171K
|
36.9K
$980K
|
|
|
Oct 26, 2023
Q3 2023
|
Bayshore Asset Management, LLC
|
BUY
|
- |
6.61K+ 13.79% |
$154K - $166K
|
54.5K
$1.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.38K+ 4.49% |
$149K - $160K
|
148K
$3.94M
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
6.21K+ 4.38% |
$145K - $156K
|
148K
$3.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
6.12K+ 6.95% |
$142K - $154K
|
94.2K
$2.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.86K+ 10.08% |
$136K - $147K
|
64K
$1.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38K+ 1.87% |
$125K - $135K
|
294K
$7.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.2K+ 10.18% |
$121K - $131K
|
56.3K
$1.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5K+ 9.0% |
$116K - $126K
|
60.6K
$1.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.95K+ 11.23% |
$115K - $124K
|
49.1K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.75K+ 62.47% |
$111K - $119K
|
12.4K
$328K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
4.53K+ 2.73% |
$105K - $114K
|
170K
$4.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
4.51KNew |
$105K - $113K
|
4.51K
$120K
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.38K+ 34.0% |
$102K - $110K
|
17.3K
$459K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.2K+ 17.05% |
$97.7K - $106K
|
28.8K
$766K
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.19K+ 57.68% |
$97.4K - $105K
|
11.4K
$304K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.16K+ 36.47% |
$96.8K - $105K
|
15.6K
$414K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.8K+ 3.4% |
$88.4K - $95.4K
|
116K
$3.07M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
3.53K+ 4.09% |
$82.1K - $88.7K
|
89.8K
$2.39M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
3.42K+ 18.54% |
$79.5K - $85.8K
|
21.8K
$580K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.37K+ 4.93% |
$78.3K - $84.6K
|
71.6K
$1.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.28K+ 38.25% |
$76.2K - $82.3K
|
11.8K
$315K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.89K+ 25.67% |
$67.2K - $72.6K
|
14.1K
$376K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
2.79K+ 16.45% |
$64.8K - $70K
|
19.7K
$524K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.72K+ 20.22% |
$63.3K - $68.4K
|
16.2K
$430K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.71K+ 31.48% |
$63.1K - $68.2K
|
11.3K
$301K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.67K+ 1.72% |
$62K - $67K
|
157K
$4.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2.52K+ 4.95% |
$58.5K - $63.2K
|
53.3K
$1.42M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.44K+ 4.09% |
$56.8K - $61.4K
|
62.1K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.05K+ 54.39% |
$47.7K - $51.5K
|
5.82K
$155K
|
|
|
Oct 30, 2023
Q3 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
1.86K+ 0.8% |
$43.3K - $46.7K
|
236K
$6.26M
|