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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.76K+ 5.85% |
$152K - $175K
|
122K
$3.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.69K+ 114.94% |
$150K - $173K
|
12.5K
$342K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.66K+ 56.28% |
$149K - $172K
|
18.5K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
5.96K+ 132.15% |
$134K - $154K
|
10.5K
$286K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.82K+ 46.86% |
$130K - $150K
|
18.2K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.62K+ 7.97% |
$126K - $145K
|
76.1K
$2.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.23K+ 21.96% |
$117K - $135K
|
29K
$793K
|
|
|
Jan 24, 2024
Q4 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.88K+ 21.63% |
$110K - $126K
|
27.5K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.62K+ 7.61% |
$104K - $119K
|
65.2K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.6K+ 3.1% |
$103K - $119K
|
153K
$4.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
4.25K+ 21.56% |
$95.4K - $110K
|
24K
$654K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
4.21K+ 7.89% |
$94.4K - $109K
|
57.5K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.1K+ 0.66% |
$92K - $106K
|
621K
$17M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4K+ 18.15% |
$89.7K - $103K
|
26K
$710K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.95K+ 39.26% |
$88.5K - $102K
|
14K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
Retirement Solution Inc.
|
BUY
|
- |
3.81K+ 2.57% |
$85.3K - $98.4K
|
152K
$4.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
3.5K+ 1.57% |
$78.5K - $90.5K
|
227K
$6.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.39K+ 5.29% |
$76K - $87.6K
|
67.4K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.25K+ 20.85% |
$72.8K - $83.9K
|
18.8K
$513K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
3.21K+ 3.41% |
$72.1K - $83.1K
|
97.4K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.21K+ 22.71% |
$72K - $83.1K
|
17.4K
$474K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
3.07K+ 3.04% |
$68.8K - $79.4K
|
104K
$2.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$82.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.01KNew |
$67.4K - $77.8K
|
3.01K
$82.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.9K+ 0.86% |
$64.9K - $74.9K
|
341K
$9.3M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
2.86K+ 3.18% |
$64.1K - $73.9K
|
92.6K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.53K+ 20.25% |
$56.7K - $65.5K
|
15K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.41K+ 2.48% |
$54.1K - $62.4K
|
99.9K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.38K+ 6.44% |
$53.3K - $61.4K
|
39.3K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.33K+ 6.06% |
$52.2K - $60.2K
|
40.8K
$1.11M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.03KNew |
$45.5K - $52.5K
|
2.03K
$55.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.01KNew |
$45.1K - $52K
|
2.01K
$54.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.01K+ 2.76% |
$45K - $51.9K
|
74.6K
$2.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.97K+ 6.69% |
$44.2K - $51K
|
31.4K
$858K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.97K+ 6.66% |
$44.1K - $50.9K
|
31.5K
$860K
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.91K+ 2.23% |
$42.9K - $49.5K
|
87.9K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.76K+ 1.94% |
$39.5K - $45.6K
|
92.7K
$2.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.72KNew |
$38.5K - $44.4K
|
1.72K
$46.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.53K+ 2.19% |
$34.4K - $39.7K
|
71.5K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.24K+ 0.42% |
$27.8K - $32.1K
|
297K
$8.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 3.86% |
$26.9K - $31K
|
32.2K
$880K
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.03K+ 2.82% |
$23K - $26.5K
|
37.4K
$1.02M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
1.02K+ 98.26% |
$22.8K - $26.3K
|
2.05K
$56.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
957+ 4.29% |
$21.5K - $24.8K
|
23.2K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
880+ 6.6% |
$19.7K - $22.8K
|
14.2K
$388K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
874New |
$19.6K - $22.6K
|
874
$23.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
835New |
$18.7K - $21.6K
|
835
$22.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
750New |
$16.8K - $19.4K
|
750
$20.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
643+ 4.42% |
$14.4K - $16.6K
|
15.2K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
590+ 0.1% |
$13.2K - $15.3K
|
591K
$16.1M
|