Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DISV)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DISV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.99K- 1.12% |
$163K - $176K
|
619K
$17M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.74K- 2.85% |
$203K - $220K
|
298K
$8.19M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 2.17% |
$283K - $306K
|
548K
$15M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12.9K- 6.09% |
$301K - $325K
|
199K
$5.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-12.9K- 3.14% |
$301K - $325K
|
399K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13K- 29.59% |
$302K - $326K
|
30.9K
$847K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-37.5K- 40.88% |
$874K - $943K
|
54.3K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-41.1K- 36.18% |
$957K - $1.03M
|
72.6K
$1.99M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-70.2K- 6.57% |
$1.63M - $1.76M
|
999K
$27.4M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-101K- 90.92% |
$2.34M - $2.53M
|
10.1K
$276K
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-153K- 68.55% |
$3.56M - $3.84M
|
70.1K
$1.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-251K- 29.61% |
$5.85M - $6.32M
|
598K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.14M- 62.1% |
$49.7M - $53.7M
|
1.3M
$35.8M
|