Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
767KNew |
$17.2M - $19.8M
|
767K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
650K+ 44.52% |
$14.6M - $16.8M
|
2.11M
$57.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
636KNew |
$14.3M - $16.4M
|
636K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
415K+ 31.8% |
$9.31M - $10.7M
|
1.72M
$46.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
408KNew |
$9.15M - $10.6M
|
408K
$11.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
395KNew |
$8.85M - $10.2M
|
395K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
358K+ 59.83% |
$8.02M - $9.26M
|
956K
$26.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
344K+ 113.11% |
$7.71M - $8.89M
|
647K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
276KNew |
$6.19M - $7.14M
|
276K
$7.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
264K+ 279.03% |
$5.91M - $6.82M
|
358K
$9.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
262KNew |
$5.88M - $6.78M
|
262K
$7.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
254K+ 3.99% |
$5.7M - $6.57M
|
6.62M
$181M
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
228KNew |
$5.12M - $5.91M
|
228K
$6.23M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
219KNew |
$4.9M - $5.66M
|
219K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
209K+ 20.95% |
$4.7M - $5.42M
|
1.21M
$33M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
207KNew |
$4.64M - $5.36M
|
207K
$5.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
179KNew |
$4.01M - $4.62M
|
179K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
175K+ 69.46% |
$3.92M - $4.52M
|
426K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
149K+ 1777.84% |
$3.35M - $3.86M
|
158K
$4.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
136K+ 51.6% |
$3.06M - $3.53M
|
400K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
134KNew |
$3M - $3.46M
|
134K
$3.65M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
129KNew |
$2.9M - $3.35M
|
129K
$3.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
125KNew |
$2.81M - $3.24M
|
125K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
124K+ 207.53% |
$2.78M - $3.21M
|
184K
$5.01M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
122KNew |
$2.75M - $3.17M
|
122K
$3.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
121KNew |
$2.71M - $3.13M
|
121K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
121K+ 33.75% |
$2.71M - $3.12M
|
479K
$13.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
114K+ 17.61% |
$2.55M - $2.94M
|
759K
$20.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
111KNew |
$2.49M - $2.88M
|
111K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
97.4KNew |
$2.18M - $2.52M
|
97.4K
$2.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
89.8KNew |
$2.01M - $2.32M
|
89.8K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
86.4KNew |
$1.94M - $2.23M
|
86.4K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
65.1K+ 33.8% |
$1.46M - $1.68M
|
258K
$7.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
64.4KNew |
$1.44M - $1.67M
|
64.4K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
58.8K+ 25.42% |
$1.32M - $1.52M
|
290K
$7.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
51.9K+ 13.02% |
$1.16M - $1.34M
|
451K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
50.8K+ 23.94% |
$1.14M - $1.32M
|
263K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
48.4K+ 12.91% |
$1.09M - $1.25M
|
424K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.3K+ 13015.9% |
$1.08M - $1.25M
|
48.7K
$1.33M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
47.2KNew |
$1.06M - $1.22M
|
47.2K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
46.2KNew |
$1.04M - $1.2M
|
46.2K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
44.8K+ 21.7% |
$1.01M - $1.16M
|
252K
$6.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
43.6K+ 37.39% |
$978K - $1.13M
|
160K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
43.3KNew |
$972K - $1.12M
|
43.3K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.1K+ 8.82% |
$967K - $1.12M
|
532K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
43K+ 26.4% |
$965K - $1.11M
|
206K
$5.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
41.2K+ 18.07% |
$925K - $1.07M
|
270K
$7.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
38.8K+ 3.25% |
$871K - $1M
|
1.23M
$33.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
38.2KNew |
$857K - $989K
|
38.2K
$1.04M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.6K+ 273.93% |
$800K - $922K
|
48.7K
$1.33M
|