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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$2.83K - $3.11K
|
108
$3.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
101+ 0.23% |
$2.64K - $2.91K
|
43.4K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
96+ 0.05% |
$2.51K - $2.76K
|
184K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
85+ 0.62% |
$2.23K - $2.45K
|
13.8K
$403K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
74+ 0.62% |
$1.94K - $2.13K
|
12K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
64+ 0.73% |
$1.68K - $1.84K
|
8.81K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
59+ 0.42% |
$1.54K - $1.7K
|
14K
$410K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
55+ 0.62% |
$1.44K - $1.58K
|
8.93K
$261K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
49+ 0.91% |
$1.28K - $1.41K
|
5.46K
$159K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
17+ 0.12% |
$445 - $489
|
14.6K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.03% |
$340 - $374
|
37.5K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
11+ 0.61% |
$288 - $316
|
1.82K
$53.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.43% |
$236 - $259
|
2.09K
$61.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
7+ 0.01% |
$183 - $201
|
60.6K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7+ 0.04% |
$183 - $201
|
17.8K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
5+ 0.01% |
$131 - $144
|
47.7K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.02% |
$78.5 - $86.3
|
17.7K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1- -0.0% |
$26.2 - $28.8
|
21.4K
$624K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.02% |
$78.5 - $86.3
|
15.6K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-9- 0.13% |
$236 - $259
|
6.87K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-12- 0.21% |
$314 - $345
|
5.84K
$171K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-34- 0.14% |
$890 - $978
|
24K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-88- 2.28% |
$2.3K - $2.53K
|
3.77K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-96- 7.58% |
$2.51K - $2.76K
|
1.17K
$34.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-168- 0.11% |
$4.4K - $4.83K
|
151K
$4.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-209- 1.86% |
$5.47K - $6.01K
|
11K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-218- 0.81% |
$5.71K - $6.27K
|
26.9K
$784K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-249- 0.59% |
$6.52K - $7.16K
|
41.9K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-253- 1.54% |
$6.62K - $7.28K
|
16.2K
$473K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-296- 1.5% |
$7.75K - $8.52K
|
19.4K
$567K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-309- 0.38% |
$8.09K - $8.89K
|
80.7K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-399- 4.6% |
$10.4K - $11.5K
|
8.27K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-501- 5.24% |
$13.1K - $14.4K
|
9.06K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-651- 90.17% |
$17K - $18.7K
|
71
$2.07K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-805- 3.13% |
$21.1K - $23.2K
|
24.9K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-817- 22.64% |
$21.4K - $23.5K
|
2.79K
$81.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-829- 1.91% |
$21.7K - $23.9K
|
42.5K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-983- 1.82% |
$25.7K - $28.3K
|
52.9K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-996- 7.56% |
$26.1K - $28.7K
|
12.2K
$356K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1K- 88.59% |
$26.2K - $28.8K
|
129
$3.77K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.01K- 2.76% |
$26.4K - $29K
|
35.5K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.02K- 7.04% |
$26.6K - $29.2K
|
13.4K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.36K- 3.9% |
$35.7K - $39.2K
|
33.6K
$981K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 2.46% |
$39.3K - $43.2K
|
59.6K
$1.74M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.74K- 25.06% |
$45.6K - $50.1K
|
5.21K
$152K
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-1.97K- 2.2% |
$51.6K - $56.7K
|
87.6K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-2.21K- 1.99% |
$57.8K - $63.6K
|
109K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.89K- 5.49% |
$75.7K - $83.1K
|
49.8K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-3.05K- 7.96% |
$79.9K - $87.8K
|
35.3K
$1.03M
|