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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.17K+ 20.54% |
$109K - $119K
|
24.5K
$660K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.17K+ 17.86% |
$109K - $119K
|
27.5K
$742K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.91K+ 1.3% |
$102K - $112K
|
305K
$8.23M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.81K+ 41.4% |
$99.9K - $109K
|
13K
$351K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.81K+ 41.4% |
$99.9K - $109K
|
13K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
3.47K+ 5.33% |
$91.1K - $99.2K
|
68.7K
$1.85M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.46K+ 0.43% |
$90.9K - $98.9K
|
812K
$21.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.29K+ 3.23% |
$86.2K - $93.9K
|
105K
$2.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.28K+ 14.03% |
$86K - $93.6K
|
26.6K
$718K
|
|
|
Oct 22, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.98K+ 0.71% |
$78.2K - $85.1K
|
420K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.88K+ 1.12% |
$75.4K - $82.1K
|
260K
$7.01M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.41K+ 3.32% |
$63.2K - $68.9K
|
75K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 4.76% |
$63K - $68.5K
|
52.8K
$1.42M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.22K+ 2.97% |
$58.2K - $63.4K
|
76.9K
$2.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.17K+ 0.97% |
$56.8K - $61.8K
|
226K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.13K+ 12.92% |
$55.9K - $60.8K
|
18.6K
$502K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2KNew |
$52.5K - $57.1K
|
2K
$53.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.82K+ 0.83% |
$47.8K - $52.1K
|
222K
$5.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 2.35% |
$45K - $49K
|
74.7K
$2.01M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.54KNew |
$40.3K - $43.8K
|
1.54K
$41.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.52K+ 1.0% |
$39.7K - $43.3K
|
154K
$4.14M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.48K+ 15.23% |
$38.7K - $42.2K
|
11.2K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.45K+ 0.83% |
$37.9K - $41.3K
|
176K
$4.74M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.37K+ 4.09% |
$35.9K - $39.1K
|
34.8K
$939K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37KNew |
$35.8K - $39K
|
1.37K
$36.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.35K+ 55.53% |
$35.4K - $38.6K
|
3.78K
$102K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.33KNew |
$34.8K - $37.9K
|
1.33K
$35.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.28K+ 6.62% |
$33.5K - $36.5K
|
20.6K
$554K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
975+ 5.77% |
$25.6K - $27.8K
|
17.9K
$481K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
899+ 1.6% |
$23.6K - $25.7K
|
57K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
874New |
$22.9K - $25K
|
874
$23.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
843+ 0.6% |
$22.1K - $24.1K
|
142K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
837+ 5.19% |
$22K - $23.9K
|
17K
$457K
|
|
|
Jul 30, 2024
Q2 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
746+ 1.42% |
$19.6K - $21.3K
|
53.2K
$1.43M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
728+ 78.36% |
$19.1K - $20.8K
|
1.66K
$44.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
725+ 5.78% |
$19K - $20.7K
|
13.3K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
715+ 4.43% |
$18.8K - $20.4K
|
16.9K
$455K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
676+ 0.72% |
$17.7K - $19.3K
|
94.3K
$2.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
653New |
$17.1K - $18.6K
|
653
$17.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
604+ 1.16% |
$15.8K - $17.3K
|
52.8K
$1.42M
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
481+ 1.65% |
$12.6K - $13.7K
|
29.7K
$800K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
436+ 5.71% |
$11.4K - $12.5K
|
8.07K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
425+ 0.9% |
$11.1K - $12.1K
|
47.5K
$1.28M
|
|
|
Oct 18, 2024
Q2 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
425+ 0.9% |
$11.1K - $12.1K
|
47.5K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
422+ 5.47% |
$11.1K - $12.1K
|
8.14K
$219K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
407+ 1.27% |
$10.7K - $11.6K
|
32.4K
$873K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
400+ 1.81% |
$10.5K - $11.4K
|
22.5K
$606K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
395+ 9.37% |
$10.4K - $11.3K
|
4.61K
$124K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
362+ 0.5% |
$9.5K - $10.3K
|
73K
$1.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
359+ 0.27% |
$9.42K - $10.3K
|
132K
$3.55M
|