Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2024
Q2 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
21.1KNew |
$554K - $603K
|
21.1K
$569K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
19.9K+ 23.16% |
$521K - $568K
|
106K
$2.85M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19.1K+ 1.78% |
$500K - $544K
|
1.09M
$29.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 16.78% |
$495K - $539K
|
131K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$493K - $537K
|
18.8K
$507K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
18.7K+ 7.35% |
$491K - $535K
|
273K
$7.37M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
18.5K+ 19.58% |
$485K - $528K
|
113K
$3.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
18.5K+ 88.53% |
$485K - $528K
|
39.3K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$482K - $525K
|
18.4K
$495K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.6K+ 19.75% |
$463K - $504K
|
107K
$2.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
17.3K+ 7.5% |
$454K - $495K
|
248K
$6.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16K+ 73.2% |
$419K - $456K
|
37.8K
$1.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.9K+ 3.53% |
$416K - $453K
|
466K
$12.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
15.5K+ 66.17% |
$408K - $444K
|
39K
$1.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.3K+ 11.24% |
$374K - $407K
|
141K
$3.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
13.7K+ 7.54% |
$360K - $392K
|
196K
$5.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
11.5K+ 3.78% |
$302K - $329K
|
316K
$8.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.5K+ 3.53% |
$302K - $329K
|
338K
$9.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
11.4K+ 0.88% |
$299K - $325K
|
1.31M
$35.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
10.9K+ 65.88% |
$285K - $310K
|
27.3K
$736K
|
|
|
Jul 23, 2024
Q2 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
10.8K+ 4.06% |
$284K - $309K
|
277K
$7.47M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
10.8K+ 40.11% |
$282K - $307K
|
37.6K
$1.01M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.7K+ 7.38% |
$281K - $306K
|
156K
$4.2M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
10.7K+ 3.67% |
$280K - $305K
|
302K
$8.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.6K+ 5.33% |
$278K - $302K
|
209K
$5.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
10.4K+ 10.7% |
$273K - $298K
|
108K
$2.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
10.1K+ 17.45% |
$265K - $288K
|
67.9K
$1.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.51K+ 17.11% |
$249K - $271K
|
65.1K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9.31KNew |
$244K - $266K
|
9.31K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.53K+ 37.01% |
$224K - $244K
|
31.6K
$851K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.07K+ 9.04% |
$212K - $230K
|
97.4K
$2.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.95K+ 2.63% |
$209K - $227K
|
310K
$8.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7.77KNew |
$204K - $222K
|
7.77K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.45K+ 49.64% |
$195K - $213K
|
22.4K
$605K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.49K+ 14.64% |
$170K - $185K
|
50.8K
$1.37M
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
5.81K+ 41.76% |
$152K - $166K
|
19.7K
$531K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
5.67K+ 464.54% |
$149K - $162K
|
6.89K
$186K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.33K+ 2.41% |
$140K - $152K
|
226K
$6.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.17K+ 4.35% |
$136K - $148K
|
124K
$3.34M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.12K+ 24.37% |
$134K - $146K
|
26.1K
$704K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.99K+ 11.63% |
$131K - $143K
|
47.9K
$1.29M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
4.87K+ 2.06% |
$128K - $139K
|
241K
$6.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.84K+ 21.12% |
$127K - $138K
|
27.8K
$748K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.8K+ 9.32% |
$126K - $137K
|
56.3K
$1.52M
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
4.68K+ 26.12% |
$123K - $134K
|
22.6K
$609K
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
4.61K+ 2.96% |
$121K - $132K
|
160K
$4.32M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.5K+ 1471.24% |
$118K - $129K
|
4.81K
$130K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.47K+ 1029.49% |
$117K - $128K
|
4.9K
$132K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.32K+ 0.67% |
$113K - $123K
|
653K
$17.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
4.27K+ 3.36% |
$112K - $122K
|
131K
$3.53M
|