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 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.37K- 12.26% |
$114K - $126K
|
31.2K
$912K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-4.73K- 3.1% |
$124K - $136K
|
148K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.92K- 9.78% |
$129K - $141K
|
45.4K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.96K- 19.99% |
$130K - $143K
|
19.8K
$580K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.57K- 19.22% |
$146K - $160K
|
23.4K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6K- 1.6% |
$157K - $173K
|
368K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-6.49K- 1.57% |
$170K - $187K
|
406K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.74K- 33.57% |
$176K - $194K
|
13.3K
$389K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.59K- 39.54% |
$225K - $247K
|
13.1K
$384K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.24K- 83.9% |
$242K - $266K
|
1.77K
$51.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-11K- 9.85% |
$288K - $317K
|
101K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.4K- 2.13% |
$350K - $384K
|
613K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-16.5K- 7.87% |
$432K - $475K
|
193K
$5.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-17.5K- 4.73% |
$457K - $502K
|
352K
$10.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-20.9K- 72.58% |
$546K - $600K
|
7.88K
$230K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-23K- 3.16% |
$602K - $662K
|
705K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-23.4K- 7.26% |
$611K - $672K
|
298K
$8.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.8K- 2.41% |
$675K - $742K
|
1.05M
$30.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-25.9K- 34.75% |
$679K - $746K
|
48.7K
$1.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-26.6K- 18.59% |
$696K - $765K
|
116K
$3.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-38.9K- 57.04% |
$1.02M - $1.12M
|
29.3K
$855K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-39.8K- 10.97% |
$1.04M - $1.15M
|
323K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-40.9K- 4.98% |
$1.07M - $1.18M
|
781K
$22.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-47.9K- 9.45% |
$1.25M - $1.38M
|
459K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.7K- 57.62% |
$1.41M - $1.54M
|
39.5K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55.3K- 16.8% |
$1.45M - $1.59M
|
274K
$8M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-70.4K- 43.11% |
$1.84M - $2.02M
|
92.9K
$2.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-170K- 87.06% |
$4.45M - $4.89M
|
25.2K
$737K
|