Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
33.6K+ 6.87% |
$754K - $869K
|
523K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
29.5KNew |
$661K - $762K
|
29.5K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
28.8K+ 47.96% |
$646K - $745K
|
88.8K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
26.8K+ 16.71% |
$602K - $694K
|
187K
$5.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.5K+ 4.29% |
$595K - $686K
|
645K
$17.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
25.7K+ 26.12% |
$577K - $666K
|
124K
$3.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
24.9K+ 20.98% |
$559K - $645K
|
144K
$3.94M
|
|
|
Aug 01, 2024
Q4 2023
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
24.9KNew |
$558K - $643K
|
24.9K
$682K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
23K+ 2.29% |
$515K - $594K
|
1.03M
$28.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
22.4K+ 2.98% |
$502K - $579K
|
774K
$21.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
20.3K+ 7.3% |
$456K - $526K
|
299K
$8.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
20.2K+ 89.27% |
$453K - $523K
|
42.9K
$1.18M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
20.2K+ 18.98% |
$453K - $522K
|
127K
$3.47M
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
19.7KNew |
$443K - $510K
|
19.7K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
19.6KNew |
$441K - $508K
|
19.6K
$539K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.4K+ 30.97% |
$391K - $451K
|
73.7K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 56.35% |
$390K - $450K
|
48.2K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
17.4K+ 11.18% |
$390K - $449K
|
173K
$4.74M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
17.3K+ 53.05% |
$387K - $447K
|
49.8K
$1.37M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3K+ 9.93% |
$387K - $447K
|
191K
$5.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
16.4K+ 20.59% |
$367K - $424K
|
95.9K
$2.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
16KNew |
$359K - $414K
|
16K
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.7K+ 2.62% |
$352K - $406K
|
615K
$16.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15.6K+ 25.81% |
$351K - $405K
|
76.2K
$2.09M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
15.6KNew |
$350K - $403K
|
15.6K
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
15.6K+ 31.72% |
$349K - $403K
|
64.6K
$1.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
15.4K+ 154150.0% |
$346K - $399K
|
15.4K
$423K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15.4KNew |
$346K - $399K
|
15.4K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14.8K+ 0.19% |
$332K - $383K
|
7.77M
$213M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.3KNew |
$321K - $371K
|
14.3K
$393K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 11.22% |
$305K - $351K
|
135K
$3.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
13.5KNew |
$302K - $349K
|
13.5K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
13K+ 45.07% |
$292K - $336K
|
41.8K
$1.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
12.5KNew |
$280K - $323K
|
12.5K
$343K
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
12.5K+ 8.94% |
$280K - $323K
|
152K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
11.8K+ 9.79% |
$265K - $305K
|
132K
$3.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
11.4K+ 15.34% |
$256K - $295K
|
85.7K
$2.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
11.2K+ 3.67% |
$252K - $291K
|
318K
$8.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Matisse Capital
|
BUY
|
- |
11.1K+ 52.61% |
$249K - $287K
|
32.2K
$884K
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
9.81KNew |
$220K - $254K
|
9.81K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
9.79KNew |
$220K - $253K
|
9.79K
$269K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
9.47K+ 31.54% |
$212K - $245K
|
39.5K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.41K+ 26.1% |
$211K - $243K
|
45.4K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
9.17KNew |
$206K - $237K
|
9.17K
$252K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.1K+ 2.63% |
$204K - $235K
|
355K
$9.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.7KNew |
$195K - $225K
|
8.7K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Del Sette Capital Management, LLC
|
BUY
|
- |
8.11K+ 3.44% |
$182K - $210K
|
244K
$6.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.96K+ 69.56% |
$178K - $206K
|
19.4K
$532K
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
7.55K+ 2.78% |
$169K - $195K
|
279K
$7.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
7.18KNew |
$161K - $186K
|
7.18K
$197K
|