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 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
43.7KNew |
$1.14M - $1.26M
|
43.7K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
39K+ 7.1% |
$1.02M - $1.12M
|
588K
$17.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
39K+ 8.39% |
$1.02M - $1.12M
|
503K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
38.6K+ 18.93% |
$1.01M - $1.11M
|
243K
$7.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
37.9K+ 20.04% |
$993K - $1.09M
|
227K
$6.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
35.7KNew |
$936K - $1.03M
|
35.7K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
33.5K+ 47.89% |
$877K - $964K
|
103K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.2K+ 92.8% |
$870K - $956K
|
69K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
31.5K+ 25.86% |
$826K - $907K
|
153K
$4.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
31.2K+ 8.06% |
$816K - $897K
|
418K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
29.8K+ 129.06% |
$779K - $856K
|
52.8K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
28.1KNew |
$736K - $809K
|
28.1K
$821K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
26.7KNew |
$700K - $769K
|
26.7K
$780K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
26.6K+ 24.67% |
$695K - $764K
|
134K
$3.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.3K+ 466.89% |
$688K - $757K
|
31.9K
$932K
|
|
|
Jan 06, 2025
Q4 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
26.1K+ 24.43% |
$684K - $752K
|
133K
$3.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25.8K+ 7.58% |
$676K - $743K
|
367K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.5K+ 7.43% |
$668K - $734K
|
369K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
25.3K+ 8.22% |
$663K - $729K
|
333K
$9.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
25.3K+ 14.4% |
$661K - $727K
|
201K
$5.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
24.3KNew |
$637K - $700K
|
24.3K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
24.1K+ 9.63% |
$632K - $694K
|
275K
$8.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
24K+ 110.48% |
$629K - $691K
|
45.8K
$1.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
23.6K+ 8.46% |
$619K - $680K
|
303K
$8.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23K+ 18.94% |
$603K - $662K
|
145K
$4.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
22.7K+ 5.61% |
$594K - $653K
|
427K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
22.1KNew |
$578K - $635K
|
22.1K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
22K+ 8.83% |
$575K - $632K
|
271K
$7.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.7K+ 5.48% |
$569K - $625K
|
418K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
21.7K+ 27.21% |
$568K - $624K
|
101K
$2.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21.7K+ 140.78% |
$567K - $623K
|
37K
$1.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
21.4KNew |
$560K - $615K
|
21.4K
$624K
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
20.6KNew |
$539K - $592K
|
20.6K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.8KNew |
$519K - $570K
|
19.8K
$579K
|
|
|
Jan 14, 2025
Q4 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
19.2K+ 5.84% |
$502K - $552K
|
348K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19K+ 1.6% |
$498K - $547K
|
1.21M
$35.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
18.9KNew |
$495K - $544K
|
18.9K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
18.7KNew |
$491K - $539K
|
18.7K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
18.3KNew |
$480K - $527K
|
18.3K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
18.1KNew |
$473K - $519K
|
18.1K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17.2K+ 48.24% |
$450K - $494K
|
52.8K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
16.8K+ 3.89% |
$439K - $482K
|
448K
$13.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
16.7K+ 45.79% |
$437K - $480K
|
53.1K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.4K+ 14.26% |
$430K - $473K
|
132K
$3.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16K+ 24.05% |
$419K - $461K
|
82.6K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.7K+ 9.58% |
$411K - $452K
|
180K
$5.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
15.5KNew |
$405K - $445K
|
15.5K
$452K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15.3KNew |
$402K - $441K
|
15.3K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.7K+ 167.24% |
$384K - $422K
|
23.5K
$685K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
14.5K+ 33.78% |
$380K - $418K
|
57.5K
$1.68M
|