Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
622KNew |
$16.2M - $18.2M
|
622K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
431KNew |
$11.2M - $12.6M
|
431K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
335K+ 41.33% |
$8.74M - $9.78M
|
1.15M
$30.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
262KNew |
$6.82M - $7.63M
|
262K
$7.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
249KNew |
$6.48M - $7.26M
|
249K
$6.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
213KNew |
$5.54M - $6.21M
|
213K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
205K+ 2.44% |
$5.34M - $5.98M
|
8.59M
$232M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
189K+ 3.13% |
$4.91M - $5.5M
|
6.21M
$167M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
165K+ 23.19% |
$4.3M - $4.81M
|
876K
$23.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
152KNew |
$3.97M - $4.44M
|
152K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
148K+ 65.51% |
$3.86M - $4.32M
|
374K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
143KNew |
$3.73M - $4.17M
|
143K
$3.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
112KNew |
$2.92M - $3.27M
|
112K
$3.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
101K+ 35.74% |
$2.62M - $2.94M
|
382K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
96.3K+ 13.28% |
$2.51M - $2.81M
|
822K
$22.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
90.1K+ 5.79% |
$2.35M - $2.63M
|
1.65M
$44.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
79.4K+ 11.47% |
$2.07M - $2.32M
|
772K
$20.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
74KNew |
$1.93M - $2.16M
|
74K
$1.99M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
71.3K+ 9.07% |
$1.86M - $2.08M
|
858K
$23.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
66.6KNew |
$1.73M - $1.94M
|
66.6K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
66.6KNew |
$1.73M - $1.94M
|
66.6K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
66.4K+ 239.15% |
$1.73M - $1.94M
|
94.2K
$2.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
66.3K+ 35.92% |
$1.73M - $1.93M
|
251K
$6.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
63.7K+ 22.22% |
$1.66M - $1.86M
|
351K
$9.45M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
63.7K+ 17.65% |
$1.66M - $1.86M
|
425K
$11.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
61.5K+ 15.26% |
$1.6M - $1.79M
|
465K
$12.5M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
60.5K+ 14.71% |
$1.58M - $1.77M
|
472K
$12.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
51.1K+ 45.22% |
$1.33M - $1.49M
|
164K
$4.42M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
47.7K+ 3.65% |
$1.24M - $1.39M
|
1.35M
$36.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
45.9K+ 19.08% |
$1.2M - $1.34M
|
287K
$7.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
42.6K+ 156.06% |
$1.11M - $1.24M
|
70K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
42.4K+ 11.99% |
$1.11M - $1.24M
|
397K
$10.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
41.9K+ 11.58% |
$1.09M - $1.22M
|
404K
$10.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
41.1K+ 4.48% |
$1.07M - $1.2M
|
960K
$25.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
35.7K+ 112.9% |
$930K - $1.04M
|
67.3K
$1.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
34.9K+ 5.04% |
$910K - $1.02M
|
728K
$19.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.3K+ 11.1% |
$894K - $1M
|
343K
$9.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34K+ 3.28% |
$887K - $993K
|
1.07M
$28.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
33.1K+ 9.42% |
$862K - $965K
|
384K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
32.9K+ 3.03% |
$858K - $961K
|
1.12M
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.1K+ 4.96% |
$835K - $935K
|
678K
$18.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
30.7K+ 19.71% |
$800K - $896K
|
187K
$5.03M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
29.2K+ 18.24% |
$761K - $852K
|
189K
$5.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
27.7K+ 12.56% |
$723K - $809K
|
248K
$6.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
27.4K+ 58.99% |
$715K - $800K
|
73.9K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
25.9K+ 11.46% |
$675K - $756K
|
252K
$6.79M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
25.1K+ 6.92% |
$653K - $731K
|
387K
$10.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
24.8K+ 62.94% |
$645K - $723K
|
64.1K
$1.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
24.6K+ 9.9% |
$640K - $717K
|
273K
$7.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23.1KNew |
$601K - $673K
|
23.1K
$621K
|