Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
183+ 0.1% |
$4.53K - $4.98K
|
177K
$4.92M
|
|
|
May 07, 2024
Q1 2024
|
Retirement Solution Inc.
|
BUY
|
- |
150+ 0.1% |
$3.71K - $4.09K
|
152K
$4.22M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
132New |
$3.26K - $3.6K
|
132
$3.66K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
118+ 1.2% |
$2.92K - $3.21K
|
9.92K
$275K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
115+ 0.53% |
$2.84K - $3.13K
|
21.7K
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
98New |
$2.42K - $2.67K
|
98
$2.72K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
96+ 11.52% |
$2.37K - $2.62K
|
929
$25.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
58+ 0.34% |
$1.43K - $1.58K
|
17.3K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.13% |
$989 - $1.09K
|
31.5K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
13+ 0.04% |
$321 - $354
|
29.2K
$810K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6+ 0.04% |
$148 - $163
|
16.4K
$456K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.04% |
$124 - $136
|
11.7K
$324K
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
3+ 0.03% |
$74.2 - $81.7
|
8.7K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1+ 0.0% |
$24.7 - $27.2
|
37.4K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.05% |
$24.7 - $27.2
|
2.06K
$57K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$24.7 - $27.2
|
15.4K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-3- 0.25% |
$74.2 - $81.7
|
1.22K
$33.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-7- 0.01% |
$173 - $191
|
87.9K
$2.44M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11- 0.07% |
$272 - $300
|
15K
$416K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-33- 0.07% |
$816 - $899
|
47.1K
$1.31M
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-33- 0.07% |
$816 - $899
|
47.1K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-176- 0.31% |
$4.35K - $4.79K
|
57.1K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-308- 1.28% |
$7.62K - $8.39K
|
23.8K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-320- 0.99% |
$7.91K - $8.72K
|
31.9K
$885K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-375- 0.86% |
$9.27K - $10.2K
|
43K
$1.19M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-376- 2.7% |
$9.3K - $10.2K
|
13.5K
$376K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-392- 23.95% |
$9.69K - $10.7K
|
1.25K
$34.5K
|
|
|
May 15, 2024
Q1 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-403- 0.58% |
$9.97K - $11K
|
69K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-597- 4.3% |
$14.8K - $16.3K
|
13.3K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-614- 2.56% |
$15.2K - $16.7K
|
23.4K
$648K
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-658- 1.72% |
$16.3K - $17.9K
|
37.6K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.03K- 7.6% |
$25.5K - $28.1K
|
12.5K
$348K
|
|
|
Apr 19, 2024
Q1 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.04K- 2.62% |
$25.6K - $28.2K
|
38.5K
$1.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.45K- 11.85% |
$35.8K - $39.4K
|
10.8K
$299K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 1.93% |
$36.3K - $40K
|
74.7K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.48K- 6.32% |
$36.5K - $40.2K
|
21.9K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.09K- 11.48% |
$51.8K - $57K
|
16.1K
$448K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.25K- 9.67% |
$55.6K - $61.2K
|
21K
$582K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-3.18K- 16.2% |
$78.7K - $86.7K
|
16.5K
$457K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-3.33K- 0.74% |
$82.4K - $90.7K
|
450K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.8K- 1.06% |
$93.9K - $103K
|
354K
$9.83M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.81K- 29.28% |
$94.2K - $104K
|
9.2K
$255K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-3.97K- 14.44% |
$98.1K - $108K
|
23.5K
$652K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.37K- 16.79% |
$108K - $119K
|
21.6K
$600K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.83K- 6.47% |
$119K - $131K
|
69.7K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.36K- 10.17% |
$157K - $173K
|
56.1K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.5K- 58.22% |
$186K - $204K
|
5.39K
$149K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-7.64K- 5.0% |
$189K - $208K
|
145K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-10.7K- 2.66% |
$264K - $290K
|
390K
$10.8M
|