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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
10.5KNew |
$275K - $302K
|
10.5K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
10.4K+ 4.31% |
$272K - $299K
|
251K
$6.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
9.56K+ 5.67% |
$250K - $275K
|
178K
$4.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
9.44K+ 3.74% |
$247K - $272K
|
262K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
8.53K+ 2.98% |
$223K - $245K
|
295K
$8.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.48K+ 1.84% |
$222K - $244K
|
469K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
8.46KNew |
$221K - $243K
|
8.46K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.07KNew |
$211K - $232K
|
8.07K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.88K+ 14.56% |
$206K - $227K
|
62K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.87KNew |
$206K - $226K
|
7.87K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
6.57K+ 7.88% |
$172K - $189K
|
90K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
6.54K+ 9.45% |
$171K - $188K
|
75.7K
$2.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.39K+ 5.65% |
$167K - $184K
|
119K
$3.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
5.65K+ 3.03% |
$148K - $162K
|
192K
$5.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5.61K+ 2.26% |
$147K - $161K
|
254K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
5.56K+ 0.68% |
$146K - $160K
|
823K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.43K+ 1.66% |
$142K - $156K
|
332K
$9.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
5.32K+ 8.42% |
$139K - $153K
|
68.5K
$1.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
5.16K+ 2.25% |
$135K - $148K
|
235K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
4.92K+ 12.2% |
$129K - $141K
|
45.2K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
4.55K+ 5.3% |
$119K - $131K
|
90.4K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.2K+ 3.14% |
$110K - $121K
|
138K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.53K+ 4.54% |
$92.4K - $102K
|
81.2K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 11.41% |
$86.3K - $94.9K
|
32.2K
$892K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 11.08% |
$75.8K - $83.3K
|
29K
$803K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.63K+ 2.96% |
$68.8K - $75.6K
|
91.3K
$2.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.6K+ 14.05% |
$68.1K - $74.8K
|
21.1K
$585K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.55K+ 20.5% |
$66.8K - $73.4K
|
15K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
2.53K+ 0.93% |
$66.2K - $72.7K
|
275K
$7.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.37K+ 4.73% |
$62.1K - $68.2K
|
52.5K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.26K+ 4.1% |
$59.1K - $65K
|
57.4K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.15K+ 4.68% |
$56.3K - $61.9K
|
48.1K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 6.7% |
$54.1K - $59.4K
|
32.9K
$912K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.81K+ 3.26% |
$47.4K - $52K
|
57.3K
$1.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.48K+ 5.91% |
$38.8K - $42.6K
|
26.5K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$38.8K - $42.6K
|
1.48K
$41K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.42K+ 1.08% |
$37K - $40.7K
|
133K
$3.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.12K+ 6.7% |
$29.3K - $32.2K
|
17.8K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11K+ 101.46% |
$29K - $31.9K
|
2.2K
$61K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 6.39% |
$29K - $31.9K
|
18.5K
$511K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
859+ 1.27% |
$22.5K - $24.7K
|
68.5K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
821+ 131.78% |
$21.5K - $23.6K
|
1.44K
$40K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
817+ 0.85% |
$21.4K - $23.5K
|
96.8K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
800New |
$20.9K - $23K
|
800
$22.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
747New |
$19.6K - $21.5K
|
747
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
346New |
$9.06K - $9.95K
|
346
$9.58K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
221+ 0.92% |
$5.79K - $6.36K
|
24.2K
$669K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
219+ 0.67% |
$5.73K - $6.3K
|
32.7K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
216+ 1.67% |
$5.65K - $6.21K
|
13.1K
$364K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
209+ 1.22% |
$5.47K - $6.01K
|
17.3K
$479K
|