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 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
563+ 3.48% |
$12.6K - $14.6K
|
16.7K
$445K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
538New |
$12.1K - $13.9K
|
538
$14.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
492+ 34.17% |
$11K - $12.7K
|
1.93K
$51.3K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
417+ 0.67% |
$9.35K - $10.8K
|
62.5K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
338+ 2.55% |
$7.58K - $8.74K
|
13.6K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306New |
$6.86K - $7.92K
|
306
$8.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
255+ 26.32% |
$5.72K - $6.6K
|
1.22K
$32.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
221+ 0.12% |
$4.96K - $5.72K
|
177K
$4.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
200+ 0.69% |
$4.49K - $5.17K
|
29.2K
$776K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
111New |
$2.49K - $2.87K
|
111
$2.95K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
95New |
$2.13K - $2.46K
|
95
$2.52K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
80+ 0.69% |
$1.79K - $2.07K
|
11.7K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
60+ 0.43% |
$1.35K - $1.55K
|
13.9K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24+ 0.64% |
$538 - $621
|
3.75K
$99.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
18+ 0.1% |
$404 - $466
|
17.3K
$459K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
14+ 0.1% |
$314 - $362
|
13.9K
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
10+ 0.23% |
$224 - $259
|
4.45K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5+ 0.72% |
$112 - $129
|
697
$18.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-77- 0.33% |
$1.73K - $1.99K
|
23.3K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 10.89% |
$4.49K - $5.17K
|
1.64K
$43.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-278- 1.27% |
$6.24K - $7.19K
|
21.6K
$573K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-285- 1.38% |
$6.39K - $7.37K
|
20.3K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-297- 2.62% |
$6.66K - $7.68K
|
11K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-345- 1.41% |
$7.74K - $8.93K
|
24.1K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Claris Advisors, LLC
|
SELL
|
- |
-348- 0.25% |
$7.81K - $9K
|
140K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-352Closed |
$7.9K - $9.11K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-414- 0.58% |
$9.29K - $10.7K
|
71.2K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-605- 0.86% |
$13.6K - $15.7K
|
69.4K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-659- 1.14% |
$14.8K - $17K
|
57.3K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-812- 1.82% |
$18.2K - $21K
|
43.8K
$1.16M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-909- 0.68% |
$20.4K - $23.5K
|
133K
$3.54M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-987- 7.48% |
$22.1K - $25.5K
|
12.2K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.02K- 1.98% |
$22.9K - $26.4K
|
50.5K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.16K- 1.26% |
$25.9K - $29.9K
|
90.4K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.25K- 1.18% |
$28.1K - $32.4K
|
105K
$2.79M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.31K- 0.17% |
$29.4K - $33.9K
|
767K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.26K- 17.33% |
$50.7K - $58.5K
|
10.8K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-2.28K- 4.17% |
$51K - $58.9K
|
52.2K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
SELL
|
- |
-2.59K- 1.38% |
$58.1K - $67.1K
|
185K
$4.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-2.9K- 10.27% |
$65.1K - $75.1K
|
25.4K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.88K- 2.83% |
$87K - $100K
|
133K
$3.54M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-4.66K- 2.96% |
$105K - $121K
|
153K
$4.06M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-5.45K- 25.53% |
$122K - $141K
|
15.9K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.37K- 14.59% |
$165K - $191K
|
43.2K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-7.98K- 2.11% |
$179K - $207K
|
371K
$9.86M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.59K- 38.94% |
$215K - $248K
|
15K
$399K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.67K- 19.44% |
$217K - $250K
|
40.1K
$1.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10.4K- 6.09% |
$233K - $268K
|
160K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 10.9% |
$257K - $296K
|
93.6K
$2.49M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.5K- 93.26% |
$258K - $298K
|
833
$22.1K
|