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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
271+ 0.63% |
$7.06K - $7.91K
|
43.3K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
255+ 4.74% |
$6.65K - $7.44K
|
5.63K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
225+ 0.94% |
$5.86K - $6.57K
|
24.1K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200New |
$5.21K - $5.84K
|
200
$5.39K
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
195+ 0.41% |
$5.08K - $5.69K
|
47.7K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
194+ 2.4% |
$5.06K - $5.66K
|
8.27K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
163+ 1.25% |
$4.25K - $4.76K
|
13.2K
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
162New |
$4.22K - $4.73K
|
162
$4.37K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
85+ 15.8% |
$2.22K - $2.48K
|
623
$16.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
80+ 0.03% |
$2.08K - $2.33K
|
241K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
76+ 0.26% |
$1.98K - $2.22K
|
29.8K
$802K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
65+ 0.2% |
$1.69K - $1.9K
|
32.5K
$875K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
56+ 0.41% |
$1.46K - $1.63K
|
13.7K
$370K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
48+ 0.4% |
$1.25K - $1.4K
|
11.9K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
36+ 0.41% |
$938 - $1.05K
|
8.88K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 0.44% |
$365 - $409
|
3.17K
$85.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.08% |
$365 - $409
|
17.4K
$468K
|
|
|
Oct 18, 2024
Q3 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
10+ 0.09% |
$261 - $292
|
11.3K
$303K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
9+ 0.02% |
$235 - $263
|
37.4K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8+ 0.44% |
$208 - $233
|
1.81K
$48.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.29% |
$156 - $175
|
2.08K
$56.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
6+ 0.03% |
$156 - $175
|
19.7K
$531K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4+ 0.32% |
$104 - $117
|
1.27K
$34.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$26.1 - $29.2
|
15.6K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-11- 0.16% |
$287 - $321
|
6.88K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-16- 0.07% |
$417 - $467
|
21.4K
$576K
|
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-30- 0.08% |
$782 - $875
|
38.3K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-83- 0.61% |
$2.16K - $2.42K
|
13.5K
$364K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-127- 0.47% |
$3.31K - $3.71K
|
27.1K
$730K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-128- 0.24% |
$3.34K - $3.74K
|
53.9K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-188- 1.05% |
$4.9K - $5.49K
|
17.7K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-199- 0.16% |
$5.19K - $5.81K
|
122K
$3.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-262- 0.2% |
$6.83K - $7.65K
|
131K
$3.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-263- 0.04% |
$6.85K - $7.67K
|
627K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-349- 2.63% |
$9.09K - $10.2K
|
12.9K
$348K
|
|
|
Oct 15, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-392- 0.82% |
$10.2K - $11.4K
|
47.2K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-392- 3.94% |
$10.2K - $11.4K
|
9.56K
$258K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-499- 5.44% |
$13K - $14.6K
|
8.67K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-500- 2.91% |
$13K - $14.6K
|
16.7K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-606- 45.63% |
$15.8K - $17.7K
|
722
$19.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-615- 1.4% |
$16K - $17.9K
|
43.3K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-620- 0.35% |
$16.2K - $18.1K
|
175K
$4.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-667- 0.75% |
$17.4K - $19.5K
|
88.7K
$2.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-801- 58.64% |
$20.9K - $23.4K
|
565
$15.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-907- 3.4% |
$23.6K - $26.5K
|
25.7K
$694K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.04K- 4.9% |
$27K - $30.2K
|
20.1K
$541K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 11.1% |
$27.4K - $30.7K
|
8.42K
$227K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.09K- 5.87% |
$28.5K - $31.9K
|
17.5K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.1K- 1.72% |
$28.8K - $32.2K
|
63.2K
$1.7M
|