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 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.92K+ 5.73% |
$103K - $113K
|
72.3K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.7K+ 2.98% |
$96.9K - $107K
|
128K
$3.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.53K+ 4.54% |
$92.4K - $102K
|
81.2K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.3K+ 11.41% |
$86.3K - $94.9K
|
32.2K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3.18KNew |
$83.1K - $91.3K
|
3.18K
$92.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.13K+ 5.26% |
$81.8K - $89.9K
|
62.6K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.89K+ 3.67% |
$75.8K - $83.3K
|
81.7K
$2.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.89K+ 11.08% |
$75.8K - $83.3K
|
29K
$847K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
2.63K+ 2.96% |
$68.8K - $75.6K
|
91.3K
$2.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
2.6K+ 14.05% |
$68.1K - $74.8K
|
21.1K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.55K+ 20.5% |
$66.8K - $73.4K
|
15K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
2.53K+ 0.93% |
$66.2K - $72.7K
|
275K
$8.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.37K+ 4.73% |
$62.1K - $68.2K
|
52.5K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.3K+ 1.89% |
$60.2K - $66.2K
|
124K
$3.62M
|
|
|
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
$1.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.21K+ 3.21% |
$57.9K - $63.6K
|
71.1K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.15K+ 4.68% |
$56.3K - $61.9K
|
48.1K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.07KNew |
$54.2K - $59.6K
|
2.07K
$60.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 6.7% |
$54.1K - $59.4K
|
32.9K
$961K
|
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
1.81K+ 3.26% |
$47.4K - $52K
|
57.3K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.63KNew |
$42.8K - $47K
|
1.63K
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.63K+ 11.32% |
$42.7K - $46.9K
|
16K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.52K+ 2.06% |
$39.9K - $43.8K
|
75.5K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.48K+ 5.91% |
$38.8K - $42.6K
|
26.5K
$775K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$38.8K - $42.6K
|
1.48K
$43.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.42K+ 1.08% |
$37K - $40.7K
|
133K
$3.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.12K+ 6.7% |
$29.3K - $32.2K
|
17.8K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.11K+ 101.46% |
$29K - $31.9K
|
2.2K
$64.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.11K+ 6.33% |
$29K - $31.9K
|
18.6K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.11K+ 6.39% |
$29K - $31.9K
|
18.5K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
914New |
$23.9K - $26.3K
|
914
$26.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
859+ 1.27% |
$22.5K - $24.7K
|
68.5K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
838New |
$21.9K - $24.1K
|
838
$24.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
821+ 131.78% |
$21.5K - $23.6K
|
1.44K
$42.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
817+ 0.85% |
$21.4K - $23.5K
|
96.8K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
800New |
$20.9K - $23K
|
800
$23.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
747New |
$19.6K - $21.5K
|
747
$21.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
653+ 0.52% |
$17.1K - $18.8K
|
127K
$3.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
643New |
$16.8K - $18.5K
|
643
$18.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
517+ 6.25% |
$13.5K - $14.9K
|
8.79K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
356+ 0.6% |
$9.32K - $10.2K
|
59.4K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
351+ 1.81% |
$9.19K - $10.1K
|
19.7K
$577K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
346New |
$9.06K - $9.95K
|
346
$10.1K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
BUY
|
- |
221+ 0.92% |
$5.79K - $6.36K
|
24.2K
$706K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
219+ 0.67% |
$5.73K - $6.3K
|
32.7K
$954K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
216+ 1.67% |
$5.65K - $6.21K
|
13.1K
$383K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
209+ 1.22% |
$5.47K - $6.01K
|
17.3K
$505K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
124+ 1.1% |
$3.25K - $3.57K
|
11.4K
$332K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 72.84% |
$3.09K - $3.39K
|
280
$8.18K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
117+ 0.39% |
$3.06K - $3.37K
|
29.9K
$872K
|