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 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
359+ 0.27% |
$9.42K - $10.3K
|
132K
$3.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
348+ 0.15% |
$9.13K - $9.94K
|
232K
$6.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
347+ 1.16% |
$9.1K - $9.91K
|
30.2K
$829K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
269+ 0.53% |
$7.06K - $7.68K
|
51.2K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
229+ 7.82% |
$6.01K - $6.54K
|
3.16K
$86.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
193+ 1.65% |
$5.06K - $5.51K
|
11.9K
$326K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
193+ 1.25% |
$5.06K - $5.51K
|
15.6K
$429K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
192+ 0.5% |
$5.04K - $5.48K
|
38.3K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
183+ 1.01% |
$4.8K - $5.23K
|
18.2K
$500K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
183+ 1.08% |
$4.8K - $5.23K
|
17.2K
$471K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
144+ 1.66% |
$3.78K - $4.11K
|
8.84K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81+ 0.07% |
$2.12K - $2.31K
|
122K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
52+ 0.22% |
$1.36K - $1.49K
|
23.8K
$654K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
35+ 0.09% |
$918 - $1K
|
37.4K
$1.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
33+ 0.24% |
$866 - $942
|
13.6K
$373K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
29+ 1.63% |
$761 - $828
|
1.8K
$49.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
23+ 1.12% |
$603 - $657
|
2.08K
$57K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
20+ 0.45% |
$525 - $571
|
4.47K
$123K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 1.45% |
$472 - $514
|
1.26K
$34.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
12+ 1.72% |
$315 - $343
|
709
$19.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3+ 0.03% |
$78.7 - $85.7
|
9.17K
$252K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.01% |
$26.2 - $28.6
|
17.3K
$476K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-37- 17.87% |
$971 - $1.06K
|
170
$4.66K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-49- 0.49% |
$1.29K - $1.4K
|
9.87K
$271K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-122- 3.95% |
$3.2K - $3.48K
|
2.97K
$81.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-122- 92.42% |
$3.2K - $3.48K
|
10
$274
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-150- 1.19% |
$3.93K - $4.28K
|
12.5K
$342K
|
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-166- 0.24% |
$4.35K - $4.74K
|
68.9K
$1.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-168- 0.07% |
$4.41K - $4.8K
|
238K
$6.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-292- 1.35% |
$7.66K - $8.34K
|
21.4K
$587K
|
|
|
Jul 02, 2024
Q2 2024
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-307- 0.31% |
$8.05K - $8.77K
|
98.5K
$2.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-438- 25.44% |
$11.5K - $12.5K
|
1.28K
$35.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-560- 5.35% |
$14.7K - $16K
|
9.9K
$272K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-619- 6.14% |
$16.2K - $17.7K
|
9.47K
$260K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-819- 7.61% |
$21.5K - $23.4K
|
9.95K
$273K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-864- 0.96% |
$22.7K - $24.7K
|
89.3K
$2.45M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.08K- 5.07% |
$28.4K - $30.9K
|
20.3K
$556K
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.12K- 2.99% |
$29.4K - $32K
|
36.4K
$1M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.45K- 0.32% |
$38.1K - $41.5K
|
458K
$12.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.9K- 11.54% |
$49.8K - $54.2K
|
14.6K
$399K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.93K- 35.78% |
$50.5K - $55K
|
3.46K
$94.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.75K- 16.74% |
$72.1K - $78.5K
|
13.7K
$375K
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.93K- 22.05% |
$76.8K - $83.6K
|
10.3K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.95K- 13.82% |
$77.4K - $84.2K
|
18.4K
$505K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-3.11K- 5.44% |
$81.5K - $88.7K
|
54K
$1.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.25K- 8.45% |
$85.3K - $92.8K
|
35.2K
$966K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.48K- 3.62% |
$91.3K - $99.4K
|
92.7K
$2.54M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-4.33K- 13.74% |
$114K - $124K
|
27.2K
$746K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.53K- 60.52% |
$119K - $129K
|
2.96K
$81.1K
|