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 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.36K+ 18.29% |
$87.6K - $98.1K
|
21.7K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.27K+ 9.85% |
$85.3K - $95.5K
|
36.5K
$984K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.19K+ 5.66% |
$83K - $93K
|
59.5K
$1.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
2.97K+ 0.88% |
$77.4K - $86.6K
|
341K
$9.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 10.69% |
$72.8K - $81.5K
|
28.9K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.57K+ 26.0% |
$66.9K - $74.9K
|
12.4K
$335K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.55K+ 2.43% |
$66.4K - $74.4K
|
108K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.46K+ 7.56% |
$64K - $71.7K
|
34.9K
$942K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.45K+ 1.87% |
$63.8K - $71.4K
|
134K
$3.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.36K+ 10.51% |
$61.4K - $68.8K
|
24.8K
$668K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.35K+ 4.45% |
$61.3K - $68.6K
|
55.2K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.32K+ 6.98% |
$60.5K - $67.7K
|
35.6K
$959K
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
2.3K+ 4.32% |
$59.9K - $67.1K
|
55.5K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
2.2K+ 3.11% |
$57.4K - $64.3K
|
73K
$1.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
2.18K+ 0.48% |
$56.7K - $63.5K
|
460K
$12.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.07K+ 135.11% |
$54K - $60.5K
|
3.61K
$97.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.07K+ 54.77% |
$54K - $60.4K
|
5.85K
$158K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.01K+ 3.53% |
$52.5K - $58.8K
|
59.1K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.79K+ 3.7% |
$46.6K - $52.1K
|
50.1K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.75K+ 8.63% |
$45.5K - $51K
|
22K
$593K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.71K+ 1.95% |
$44.6K - $49.9K
|
89.6K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
1.65K+ 9.75% |
$42.9K - $48K
|
18.5K
$499K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.64K+ 6.7% |
$42.7K - $47.9K
|
26.1K
$704K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
1.62K+ 0.89% |
$42.1K - $47.2K
|
184K
$4.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.62K+ 2.45% |
$42.1K - $47.2K
|
67.6K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.52K+ 0.94% |
$39.7K - $44.5K
|
163K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.45K+ 5.27% |
$37.8K - $42.3K
|
29K
$781K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.37K+ 2.6% |
$35.7K - $40K
|
54.1K
$1.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.36K+ 6.02% |
$35.4K - $39.7K
|
23.9K
$645K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.36K+ 3.25% |
$35.3K - $39.5K
|
43K
$1.16M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.28K+ 2.66% |
$33.2K - $37.2K
|
49.2K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.26K+ 3.24% |
$32.9K - $36.9K
|
40.3K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.17K+ 5.69% |
$30.5K - $34.1K
|
21.7K
$586K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.15K+ 2.2% |
$30K - $33.6K
|
53.4K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1.13K+ 8.21% |
$29.3K - $32.9K
|
14.8K
$400K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.1K+ 2.13% |
$28.6K - $32K
|
52.7K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.09KNew |
$28.5K - $31.9K
|
1.09K
$29.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
961+ 565.29% |
$25K - $28K
|
1.13K
$30.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
927New |
$24.2K - $27K
|
927
$25K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
857+ 5.05% |
$22.3K - $25K
|
17.8K
$480K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
841+ 1.09% |
$21.9K - $24.5K
|
77.7K
$2.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
804+ 17.44% |
$21K - $23.5K
|
5.41K
$146K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
647+ 0.96% |
$16.9K - $18.9K
|
68.4K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
628+ 2.08% |
$16.4K - $18.3K
|
30.9K
$831K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
614+ 2.41% |
$16K - $17.9K
|
26.1K
$704K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
529+ 0.25% |
$13.8K - $15.4K
|
210K
$5.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
496+ 0.72% |
$12.9K - $14.5K
|
69.2K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
459+ 0.49% |
$12K - $13.4K
|
93.2K
$2.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
378+ 1.07% |
$9.85K - $11K
|
35.6K
$959K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
321+ 0.26% |
$8.37K - $9.37K
|
124K
$3.35M
|