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 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
4.34K+ 1.6% |
$93.9K - $104K
|
276K
$6.87M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.31K+ 12.72% |
$93.3K - $103K
|
38.2K
$952K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4K+ 34.09% |
$86.6K - $95.5K
|
15.7K
$392K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.74K+ 10.61% |
$80.9K - $89.2K
|
39K
$971K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.48K+ 1952.25% |
$75.2K - $82.9K
|
3.65K
$91.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.15K+ 7.01% |
$68.2K - $75.2K
|
48.1K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.67KNew |
$57.8K - $63.7K
|
2.67K
$66.5K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.07K+ 3.02% |
$44.8K - $49.4K
|
70.5K
$1.76M
|
|
|
Oct 16, 2023
Q1 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.77K+ 2.44% |
$38.4K - $42.3K
|
74.4K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.74K+ 18.69% |
$37.8K - $41.6K
|
11.1K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
1.62K+ 0.2% |
$35K - $38.6K
|
815K
$20.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.59K+ 5.25% |
$34.3K - $37.9K
|
31.8K
$793K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
1.49K+ 5.08% |
$32.3K - $35.6K
|
30.8K
$768K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.01K+ 5.75% |
$21.8K - $24.1K
|
18.5K
$462K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
824New |
$17.8K - $19.7K
|
824
$20.5K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
821New |
$17.8K - $19.6K
|
821
$20.5K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
515+ 0.55% |
$11.1K - $12.3K
|
93.4K
$2.33M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
405New |
$8.77K - $9.67K
|
405
$10.1K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
264New |
$5.72K - $6.3K
|
264
$6.58K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
251+ 1.48% |
$5.43K - $5.99K
|
17.2K
$429K
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
232+ 1.66% |
$5.02K - $5.54K
|
14.2K
$355K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
230+ 1.05% |
$4.98K - $5.49K
|
22.1K
$552K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
175+ 1.62% |
$3.79K - $4.18K
|
11K
$274K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
167New |
$3.62K - $3.99K
|
167
$4.16K
|
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
131+ 56.96% |
$2.84K - $3.13K
|
361
$9K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
89New |
$1.93K - $2.12K
|
89
$2.22K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
68New |
$1.47K - $1.62K
|
68
$1.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
33New |
$714 - $788
|
33
$823
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7New |
$152 - $167
|
7
$175
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-463- 23.59% |
$10K - $11.1K
|
1.5K
$37.4K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-640- 0.69% |
$13.9K - $15.3K
|
92.5K
$2.31M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-679- 6.56% |
$14.7K - $16.2K
|
9.67K
$241K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.01K- 8.63% |
$22K - $24.2K
|
10.7K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.83K- 27.84% |
$39.5K - $43.6K
|
4.73K
$118K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.31K- 58.74% |
$93.4K - $103K
|
3.03K
$75.5K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-9.14K- 99.04% |
$198K - $218K
|
89
$2.22K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-22.2K- 70.57% |
$481K - $530K
|
9.27K
$231K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-24.7K- 4.06% |
$535K - $590K
|
585K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-27K- 7.36% |
$585K - $645K
|
340K
$8.48M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-30.1KClosed |
$652K - $718K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-351K- 39.61% |
$7.6M - $8.38M
|
535K
$13.3M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-652K- 47.29% |
$14.1M - $15.6M
|
727K
$18.1M
|