Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.16K- 6.37% |
$30.3K - $33.9K
|
17.1K
$499K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.56K- 52.93% |
$40.8K - $45.6K
|
1.39K
$40.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.95K- 10.58% |
$50.7K - $56.8K
|
16.4K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 5.28% |
$52K - $58.3K
|
35.8K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.16K- 3.07% |
$56.3K - $63K
|
68.2K
$1.99M
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-2.25K- 1.46% |
$58.6K - $65.6K
|
151K
$4.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.61K- 3.37% |
$67.9K - $76K
|
74.6K
$2.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.82K- 1.08% |
$73.4K - $82.2K
|
257K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 4.44% |
$73.9K - $82.8K
|
61.1K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-5.23K- 41.88% |
$136K - $153K
|
7.25K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.52K- 1.79% |
$196K - $220K
|
412K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.14K- 5.72% |
$212K - $237K
|
134K
$3.92M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.14K- 5.72% |
$212K - $237K
|
134K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-8.45K- 8.96% |
$220K - $246K
|
85.9K
$2.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-9.01K- 1.18% |
$235K - $263K
|
754K
$22M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.3K- 3.41% |
$296K - $331K
|
322K
$9.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-12.4K- 3.31% |
$324K - $363K
|
363K
$10.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.9K- 99.03% |
$441K - $493K
|
166
$4.85K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 62.72% |
$483K - $541K
|
11K
$322K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.1K- 43.47% |
$576K - $645K
|
28.7K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-24.5K- 6.91% |
$637K - $714K
|
329K
$9.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-29.8K- 13.23% |
$776K - $869K
|
195K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-80.3K- 34.61% |
$2.09M - $2.34M
|
152K
$4.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-116K- 51.01% |
$3.03M - $3.4M
|
112K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-117K- 39.03% |
$3.05M - $3.41M
|
183K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-127K- 56.85% |
$3.3M - $3.69M
|
96K
$2.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-177K- 76.94% |
$4.61M - $5.16M
|
53K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-185K- 28.31% |
$4.82M - $5.39M
|
468K
$13.7M
|