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 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
124+ 1.1% |
$3.25K - $3.57K
|
11.4K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 72.84% |
$3.09K - $3.39K
|
280
$7.76K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
117+ 0.39% |
$3.06K - $3.37K
|
29.9K
$828K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$2.83K - $3.11K
|
108
$2.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
101+ 0.23% |
$2.64K - $2.91K
|
43.4K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
96+ 0.05% |
$2.51K - $2.76K
|
184K
$5.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
74+ 0.62% |
$1.94K - $2.13K
|
12K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
59+ 0.42% |
$1.54K - $1.7K
|
14K
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55+ 0.62% |
$1.44K - $1.58K
|
8.93K
$247K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
49+ 0.91% |
$1.28K - $1.41K
|
5.46K
$151K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.03% |
$340 - $374
|
37.5K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11+ 0.61% |
$288 - $316
|
1.82K
$50.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.04% |
$183 - $201
|
17.8K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
5+ 0.01% |
$131 - $144
|
47.7K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.02% |
$78.5 - $86.3
|
17.7K
$490K
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$26.2 - $28.8
|
21.4K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$78.5 - $86.3
|
15.6K
$432K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-96- 7.58% |
$2.51K - $2.76K
|
1.17K
$32.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-209- 1.86% |
$5.47K - $6.01K
|
11K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-218- 0.81% |
$5.71K - $6.27K
|
26.9K
$744K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-249- 0.59% |
$6.52K - $7.16K
|
41.9K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-253- 1.54% |
$6.62K - $7.28K
|
16.2K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-296- 1.5% |
$7.75K - $8.52K
|
19.4K
$538K
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-399- 4.6% |
$10.4K - $11.5K
|
8.27K
$229K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-501- 5.24% |
$13.1K - $14.4K
|
9.06K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-805- 3.13% |
$21.1K - $23.2K
|
24.9K
$691K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-817- 22.64% |
$21.4K - $23.5K
|
2.79K
$77.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-829- 1.91% |
$21.7K - $23.9K
|
42.5K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-983- 1.82% |
$25.7K - $28.3K
|
52.9K
$1.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 7.04% |
$26.6K - $29.2K
|
13.4K
$371K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.97K- 2.2% |
$51.6K - $56.7K
|
87.6K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-3.05K- 7.96% |
$79.9K - $87.8K
|
35.3K
$977K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.37K- 12.26% |
$114K - $126K
|
31.2K
$865K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.73K- 3.1% |
$124K - $136K
|
148K
$4.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.92K- 9.78% |
$129K - $141K
|
45.4K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.96K- 19.99% |
$130K - $143K
|
19.8K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.57K- 19.22% |
$146K - $160K
|
23.4K
$648K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.49K- 1.57% |
$170K - $187K
|
406K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.74K- 33.57% |
$176K - $194K
|
13.3K
$369K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.24K- 83.9% |
$242K - $266K
|
1.77K
$49.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11K- 9.85% |
$288K - $317K
|
101K
$2.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.5K- 7.87% |
$432K - $475K
|
193K
$5.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23K- 3.16% |
$602K - $662K
|
705K
$19.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25.9K- 34.75% |
$679K - $746K
|
48.7K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-26.6K- 18.59% |
$696K - $765K
|
116K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-38.9K- 57.04% |
$1.02M - $1.12M
|
29.3K
$812K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-39.8K- 10.97% |
$1.04M - $1.15M
|
323K
$8.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 16.8% |
$1.45M - $1.59M
|
274K
$7.59M
|