Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.1K+ 10.25% |
$281K - $305K
|
131K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12K+ 3.59% |
$278K - $301K
|
347K
$8.53M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.7KNew |
$272K - $295K
|
11.7K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.7K+ 6.72% |
$270K - $293K
|
185K
$4.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
11.7K+ 10.15% |
$270K - $293K
|
127K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 10.02% |
$259K - $281K
|
123K
$3.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
10.9K+ 7.63% |
$252K - $273K
|
153K
$3.77M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
10KNew |
$232K - $252K
|
10K
$247K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
10K+ 12.74% |
$231K - $251K
|
88.5K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.27K+ 23.86% |
$214K - $233K
|
48.1K
$1.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
9.24K+ 16.14% |
$214K - $232K
|
66.5K
$1.63M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.23K+ 55.02% |
$214K - $232K
|
26K
$640K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
9.15K+ 28.43% |
$212K - $230K
|
41.3K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.9KNew |
$206K - $223K
|
8.9K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.88K+ 20.01% |
$205K - $223K
|
53.2K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.26K+ 3.56% |
$191K - $207K
|
241K
$5.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8.13K+ 5.64% |
$188K - $204K
|
152K
$3.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.03KNew |
$186K - $202K
|
8.03K
$198K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.01KNew |
$185K - $201K
|
8.01K
$197K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7.73K+ 2.02% |
$179K - $194K
|
391K
$9.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.34K+ 12.29% |
$170K - $184K
|
67.1K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
6.69K+ 1.45% |
$155K - $168K
|
467K
$11.5M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.5K+ 46.24% |
$150K - $163K
|
20.5K
$505K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
6.43K+ 229.65% |
$149K - $161K
|
9.23K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
6.34K+ 46.96% |
$147K - $159K
|
19.8K
$488K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
6.12K+ 12.87% |
$142K - $154K
|
53.6K
$1.32M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.87K+ 11.57% |
$136K - $147K
|
56.6K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.71K+ 43.41% |
$132K - $143K
|
18.9K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.49K+ 57.96% |
$127K - $138K
|
15K
$368K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.35K+ 1.8% |
$124K - $134K
|
302K
$7.43M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.29K+ 13.46% |
$122K - $133K
|
44.6K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5.17K+ 8.07% |
$120K - $130K
|
69.2K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.41K+ 12.98% |
$102K - $111K
|
38.4K
$944K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.74K+ 3088.43% |
$86.4K - $93.8K
|
3.86K
$94.9K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.57K+ 5.53% |
$82.6K - $89.6K
|
68.1K
$1.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.42K+ 12.55% |
$79.2K - $85.9K
|
30.7K
$755K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.97KNew |
$68.7K - $74.5K
|
2.97K
$73K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.84K+ 14.76% |
$65.6K - $71.2K
|
22.1K
$543K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.74K+ 5.64% |
$63.4K - $68.8K
|
51.3K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.67K+ 6.72% |
$61.8K - $67.1K
|
42.4K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.5K+ 7.95% |
$57.7K - $62.6K
|
33.9K
$834K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.48K+ 4.56% |
$57.5K - $62.3K
|
57K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.1K+ 17.57% |
$48.7K - $52.8K
|
14.1K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.03K+ 4.28% |
$47K - $51K
|
49.5K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.01KNew |
$46.5K - $50.5K
|
2.01K
$49.5K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.94K+ 2.86% |
$44.8K - $48.7K
|
69.8K
$1.72M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1.92KNew |
$44.4K - $48.2K
|
1.92K
$47.2K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.75KNew |
$40.5K - $43.9K
|
1.75K
$43K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.5K+ 31.27% |
$34.7K - $37.7K
|
6.3K
$155K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.18KNew |
$27.4K - $29.7K
|
1.18K
$29.1K
|