Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.23M+ 2233.03% |
$26.7M - $29.4M
|
1.29M
$31.7M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
667K+ 2560.62% |
$14.5M - $15.9M
|
694K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
380KNew |
$8.23M - $9.07M
|
380K
$9.35M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
283K+ 4.91% |
$6.13M - $6.75M
|
6.05M
$149M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
189K+ 5.94% |
$4.1M - $4.52M
|
3.38M
$83.1M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
152KNew |
$3.3M - $3.63M
|
152K
$3.74M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
150K+ 66.88% |
$3.25M - $3.58M
|
374K
$9.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
123K+ 33.67% |
$2.67M - $2.95M
|
490K
$12M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
BUY
|
- |
88.1K+ 31.93% |
$1.91M - $2.1M
|
364K
$8.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
80.4KNew |
$1.74M - $1.92M
|
80.4K
$1.98M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
77.3K+ 10.5% |
$1.67M - $1.84M
|
813K
$20M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
67.1K+ 7.37% |
$1.45M - $1.6M
|
979K
$24.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
66.2KNew |
$1.43M - $1.58M
|
66.2K
$1.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
62.2K+ 12.78% |
$1.35M - $1.49M
|
549K
$13.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
58.3K+ 10.73% |
$1.26M - $1.39M
|
602K
$14.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
57.1K+ 269.79% |
$1.24M - $1.36M
|
78.2K
$1.92M
|
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
51.1KNew |
$1.11M - $1.22M
|
51.1K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
47.9K+ 42.34% |
$1.04M - $1.14M
|
161K
$3.96M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.5KNew |
$964K - $1.06M
|
44.5K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
40.6K+ 8.07% |
$879K - $969K
|
544K
$13.4M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
34.4K+ 19.34% |
$746K - $822K
|
213K
$5.23M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3KNew |
$744K - $820K
|
34.3K
$845K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
27.9K+ 53.24% |
$604K - $666K
|
80.3K
$1.98M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
27.9K+ 9.52% |
$604K - $666K
|
321K
$7.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
23.9KNew |
$518K - $571K
|
23.9K
$589K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
19.4KNew |
$419K - $462K
|
19.4K
$476K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.7KNew |
$404K - $446K
|
18.7K
$459K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 10.56% |
$363K - $400K
|
175K
$4.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
14.3KNew |
$309K - $341K
|
14.3K
$351K
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
13.8KNew |
$298K - $328K
|
13.8K
$338K
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
13.7KNew |
$296K - $326K
|
13.7K
$336K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13.3K+ 14.23% |
$287K - $316K
|
106K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 24.46% |
$254K - $280K
|
59.7K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11.6K+ 4.4% |
$251K - $277K
|
275K
$6.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
10.9K+ 8.25% |
$236K - $260K
|
143K
$3.52M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
10.6K+ 13.01% |
$229K - $253K
|
92K
$2.26M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
9.86K+ 11.04% |
$213K - $235K
|
99.2K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9.65K+ 35.48% |
$209K - $230K
|
36.9K
$906K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.89KNew |
$192K - $212K
|
8.89K
$219K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.78K+ 27.24% |
$190K - $209K
|
41K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.76KNew |
$190K - $209K
|
8.76K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8.58KNew |
$186K - $205K
|
8.58K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.39KNew |
$182K - $200K
|
8.39K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.83KNew |
$169K - $187K
|
7.83K
$192K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.56K+ 6.32% |
$142K - $157K
|
110K
$2.71M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.43K+ 29.91% |
$139K - $154K
|
27.9K
$687K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6.42K+ 33.92% |
$139K - $153K
|
25.4K
$624K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.01K+ 2.03% |
$130K - $143K
|
302K
$7.42M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.68K+ 44.88% |
$101K - $112K
|
15.1K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.38K+ 17.43% |
$94.7K - $104K
|
29.5K
$725K
|