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 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-9.59K- 38.94% |
$215K - $248K
|
15K
$527K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.67K- 19.44% |
$217K - $250K
|
40.1K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10.4K- 6.09% |
$233K - $268K
|
160K
$5.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 10.9% |
$257K - $296K
|
93.6K
$3.28M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-11.5K- 93.26% |
$258K - $298K
|
833
$29.2K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-12.1K- 37.34% |
$271K - $313K
|
20.3K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-13.3K- 10.59% |
$299K - $345K
|
112K
$3.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-13.8K- 4.28% |
$310K - $358K
|
309K
$10.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-14.7K- 6.94% |
$331K - $381K
|
198K
$6.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-24K- 4.37% |
$537K - $620K
|
524K
$18.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.8K- 93.67% |
$781K - $901K
|
2.35K
$82.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-1.81M- 97.69% |
$40.6M - $46.9M
|
42.9K
$1.5M
|