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
Oct 23, 2023 Q3 2023
Better Wealth, LLC

BUY
 -
1.75K
+ 0.94%
$40.7K - $43.9K
188K $6.06M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.72K
+ 7.78%
$40K - $43.2K
23.8K $769K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
1.55K
+ 2.13%
$36.1K - $39K
74.3K $2.4M
Nov 02, 2023 Q3 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
1.55K
+ 2.62%
$36K - $38.8K
60.6K $1.96M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.38K
New
$32.2K - $34.8K
1.38K $44.6K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
1.04K
New
$24.1K - $26K
1.04K $33.4K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
969
New
$22.5K - $24.4K
969 $31.3K
Oct 24, 2023 Q3 2023
Baker Ellis Asset Management LLC

BUY
 -
963
+ 0.32%
$22.4K - $24.2K
307K $9.9M
Nov 16, 2023 Q3 2023
Schubert & CO

BUY
 -
900
+ 3.29%
$20.9K - $22.6K
28.3K $913K
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
667
+ 0.19%
$15.5K - $16.8K
358K $11.6M
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

BUY
 -
573
+ 1.12%
$13.3K - $14.4K
51.6K $1.66M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
570
+ 0.32%
$13.3K - $14.3K
177K $5.71M
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
434
+ 43.14%
$10.1K - $10.9K
1.44K $46.5K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
434
New
$10.1K - $10.9K
434 $14K
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
418
+ 3.27%
$9.73K - $10.5K
13.2K $426K
Oct 11, 2023 Q3 2023
Close Asset Management LTD

BUY
 -
410
New
$9.54K - $10.3K
410 $13.2K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
409
+ 0.93%
$9.52K - $10.3K
44.6K $1.44M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
371
New
$8.63K - $9.32K
371 $12K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
369
+ 1.27%
$8.59K - $9.27K
29.5K $951K
Nov 02, 2023 Q3 2023
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
280
+ 2.15%
$6.52K - $7.04K
13.3K $430K
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
244
+ 1.01%
$5.68K - $6.13K
24.4K $789K
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
221
+ 1.81%
$5.14K - $5.55K
12.4K $401K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
163
+ 1.26%
$3.79K - $4.1K
13.1K $421K
Nov 15, 2023 Q3 2023
Jdm Financial Group LLC

Encino, CA
BUY
 -
129
New
$3K - $3.24K
129 $4.16K
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
100
New
$2.33K - $2.51K
100 $3.23K
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
77
+ 0.67%
$1.79K - $1.94K
11.6K $374K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
60
+ 2.4%
$1.4K - $1.51K
2.57K $82.8K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
57
+ 0.41%
$1.33K - $1.43K
13.8K $446K
Oct 20, 2023 Q3 2023
Kathleen S. Wright Associates Inc.

BUY
 -
30
+ 0.68%
$698 - $754
4.44K $143K
Oct 20, 2023 Q3 2023
Maryland Capital Advisors Inc.

BUY
 -
16
+ 0.05%
$372 - $402
32.6K $1.05M
Oct 30, 2023 Q3 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
13
+ 0.09%
$303 - $327
13.9K $449K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
7
+ 0.38%
$163 - $176
1.84K $59.3K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
6
New
$140 - $151
6 $194
Nov 13, 2023 Q3 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
5
+ 0.73%
$116 - $126
692 $22.3K
Nov 02, 2023 Q3 2023
Quarry Hill Advisors, LLC

St Paul, MN
BUY
 -
4
+ 0.0%
$93.1 - $101
86K $2.78M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-54
- 0.43%
$1.26K - $1.36K
12.5K $403K
Oct 17, 2023 Q3 2023
Shearwater Capital LLC

SELL
 -
-54
- 0.37%
$1.26K - $1.36K
14.5K $470K
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-82
- 0.62%
$1.91K - $2.06K
13.2K $427K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-290
- 0.97%
$6.75K - $7.29K
29.5K $953K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-352
- 0.29%
$8.19K - $8.85K
121K $3.91M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

SELL
 -
-419
- 0.72%
$9.75K - $10.5K
58K $1.87M
Nov 13, 2023 Q3 2023
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-650
- 0.25%
$15.1K - $16.3K
264K $8.53M
Nov 06, 2023 Q3 2023
Werba Rubin Papier Wealth Management

San Jose, CA
SELL
 -
-1K
- 2.68%
$23.3K - $25.1K
36.4K $1.17M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-1.14K
- 2.56%
$26.5K - $28.6K
43.4K $1.4M
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

SELL
 -
-1.99K
- 6.21%
$46.3K - $50K
30K $969K
Oct 20, 2023 Q3 2023
Tillman Hartley LLC

Orlando, FL
SELL
 -
-2.1K
- 2.11%
$49K - $52.9K
97.4K $3.15M
Nov 20, 2023 Q3 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-2.59K
- 2.37%
$60.2K - $65K
106K $3.44M
Oct 31, 2023 Q3 2023
Allegiance Financial Group Advisory Services LLC

Vienna, VA
SELL
 -
-3.89K
- 11.82%
$90.5K - $97.7K
29K $936K
Oct 11, 2023 Q3 2023
Versant Capital Management, Inc

SELL
 -
-4.89K
- 56.73%
$114K - $123K
3.73K $120K

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