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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.57K- 21.12% |
$120K - $131K
|
17.1K
$504K
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-4.58K- 28.94% |
$120K - $131K
|
11.2K
$332K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.17K- 0.67% |
$136K - $148K
|
763K
$22.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.46K- 1.52% |
$143K - $156K
|
354K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-7.21K- 3.8% |
$189K - $206K
|
182K
$5.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-15.6K- 16.84% |
$410K - $447K
|
77.2K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-21.5K- 4.89% |
$563K - $613K
|
417K
$12.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-21.5K- 6.06% |
$563K - $613K
|
333K
$9.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-21.6K- 15.16% |
$566K - $616K
|
121K
$3.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-29.7K- 5.23% |
$779K - $848K
|
538K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.5K- 26.2% |
$852K - $928K
|
91.5K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.4K- 86.48% |
$902K - $982K
|
5.38K
$159K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-34.5K- 8.86% |
$906K - $987K
|
355K
$10.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-40.6K- 48.04% |
$1.06M - $1.16M
|
43.9K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-43.7K- 21.26% |
$1.15M - $1.25M
|
162K
$4.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-46.5K- 39.64% |
$1.22M - $1.33M
|
70.8K
$2.09M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-62.1K- 56.24% |
$1.63M - $1.77M
|
48.3K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-71.7K- 16.02% |
$1.88M - $2.05M
|
376K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-75.2K- 8.48% |
$1.97M - $2.15M
|
811K
$23.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-93.5K- 15.58% |
$2.45M - $2.67M
|
507K
$14.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-497K- 7.63% |
$13M - $14.2M
|
6.02M
$178M
|