Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
412KNew |
$10.8M - $11.9M
|
412K
$11.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
299K+ 85.38% |
$7.84M - $8.61M
|
650K
$18M
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
178K+ 20.8% |
$4.67M - $5.13M
|
1.04M
$28.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
166KNew |
$4.36M - $4.79M
|
166K
$4.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
149KNew |
$3.91M - $4.29M
|
149K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
131KNew |
$3.42M - $3.76M
|
131K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
130KNew |
$3.41M - $3.74M
|
130K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
120KNew |
$3.13M - $3.44M
|
120K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
92.7K+ 8.28% |
$2.43M - $2.67M
|
1.21M
$33.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
74.6KNew |
$1.95M - $2.15M
|
74.6K
$2.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
68.8K+ 5.08% |
$1.8M - $1.98M
|
1.42M
$39.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
67.1K+ 157.37% |
$1.76M - $1.93M
|
110K
$3.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
66.4KNew |
$1.74M - $1.91M
|
66.4K
$1.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
61.6KNew |
$1.61M - $1.77M
|
61.6K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
49.5K+ 5.16% |
$1.3M - $1.43M
|
1.01M
$28M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
44.9K+ 9.51% |
$1.17M - $1.29M
|
517K
$14.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
44K+ 10.35% |
$1.15M - $1.26M
|
469K
$13M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39K+ 7.1% |
$1.02M - $1.12M
|
588K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39K+ 8.39% |
$1.02M - $1.12M
|
503K
$13.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
38.6K+ 18.93% |
$1.01M - $1.11M
|
243K
$6.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
37.9K+ 20.04% |
$993K - $1.09M
|
227K
$6.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
35.7KNew |
$936K - $1.03M
|
35.7K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33.5K+ 47.89% |
$877K - $964K
|
103K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
31.5K+ 25.86% |
$826K - $907K
|
153K
$4.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
29.8K+ 129.06% |
$779K - $856K
|
52.8K
$1.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.1KNew |
$736K - $809K
|
28.1K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$700K - $769K
|
26.7K
$740K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
26.1K+ 24.43% |
$684K - $752K
|
133K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.8K+ 7.58% |
$676K - $743K
|
367K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
25.3K+ 8.22% |
$663K - $729K
|
333K
$9.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25.3K+ 14.4% |
$661K - $727K
|
201K
$5.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
23.6K+ 8.46% |
$619K - $680K
|
303K
$8.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 18.94% |
$603K - $662K
|
145K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
22.7K+ 5.61% |
$594K - $653K
|
427K
$11.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.1KNew |
$578K - $635K
|
22.1K
$611K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
22K+ 8.83% |
$575K - $632K
|
271K
$7.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4KNew |
$560K - $615K
|
21.4K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8KNew |
$519K - $570K
|
19.8K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
19.2K+ 5.84% |
$502K - $552K
|
348K
$9.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
18.7KNew |
$491K - $539K
|
18.7K
$519K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.2K+ 48.24% |
$450K - $494K
|
52.8K
$1.46M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
16.7K+ 45.79% |
$437K - $480K
|
53.1K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16K+ 24.05% |
$419K - $461K
|
82.6K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.7K+ 9.58% |
$411K - $452K
|
180K
$4.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15.3KNew |
$402K - $441K
|
15.3K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 33.78% |
$380K - $418K
|
57.5K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
13.6KNew |
$355K - $391K
|
13.6K
$376K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13.3K+ 1.76% |
$347K - $382K
|
767K
$21.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
10.9K+ 4.45% |
$285K - $313K
|
256K
$7.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.8K+ 20.56% |
$284K - $312K
|
63.6K
$1.76M
|