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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.09KNew |
$25.3K - $27.5K
|
1.09K
$26.9K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.04K+ 8.15% |
$24.1K - $26.2K
|
13.8K
$340K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
805+ 0.82% |
$18.6K - $20.2K
|
98.5K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
781+ 116.92% |
$18.1K - $19.6K
|
1.45K
$35.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
777+ 5.88% |
$18K - $19.5K
|
14K
$344K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
716New |
$16.6K - $18K
|
716
$17.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
437+ 2.02% |
$10.1K - $11K
|
22K
$542K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
361+ 3.05% |
$8.35K - $9.06K
|
12.2K
$300K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
272+ 0.09% |
$6.29K - $6.83K
|
295K
$7.25M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
210+ 2.86% |
$4.86K - $5.27K
|
7.55K
$186K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
208+ 6.86% |
$4.81K - $5.22K
|
3.24K
$79.6K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
173+ 0.32% |
$4K - $4.34K
|
54.5K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
156New |
$3.61K - $3.92K
|
156
$3.84K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
150+ 0.37% |
$3.47K - $3.77K
|
40.6K
$998K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
54New |
$1.25K - $1.36K
|
54
$1.33K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
53+ 203.85% |
$1.23K - $1.33K
|
79
$1.94K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$1.16K - $1.26K
|
50
$1.23K
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
6+ 0.04% |
$139 - $151
|
13.9K
$342K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.04% |
$69.4 - $75.3
|
6.91K
$170K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.02% |
$23.1 - $25.1
|
5.43K
$134K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$23.1 - $25.1
|
9.23K
$227K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-4- 0.03% |
$92.5 - $100
|
11.9K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-7- 0.03% |
$162 - $176
|
22.6K
$556K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-16- 1.26% |
$370 - $402
|
1.26K
$30.9K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-26- 0.28% |
$601 - $653
|
9.34K
$230K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-47- 0.46% |
$1.09K - $1.18K
|
10.2K
$251K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-126- 0.95% |
$2.91K - $3.16K
|
13.1K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-166- 0.04% |
$3.84K - $4.17K
|
406K
$9.98M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-361- 1.43% |
$8.35K - $9.06K
|
24.9K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-516- 50.19% |
$11.9K - $13K
|
512
$12.6K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-675- 4.28% |
$15.6K - $16.9K
|
15.1K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-791- 24.67% |
$18.3K - $19.9K
|
2.42K
$59.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-808- 2.57% |
$18.7K - $20.3K
|
30.7K
$754K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-846- 2.5% |
$19.6K - $21.2K
|
33K
$812K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.55K- 4.25% |
$35.8K - $38.8K
|
34.9K
$857K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.08K- 5.36% |
$48.2K - $52.3K
|
36.8K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.43K- 4.19% |
$56.2K - $61K
|
55.6K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.44K- 22.34% |
$56.4K - $61.2K
|
8.47K
$208K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.12K- 9.22% |
$118K - $128K
|
50.4K
$1.24M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.84K- 80.13% |
$135K - $147K
|
1.45K
$35.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-8.27K- 5.21% |
$191K - $207K
|
150K
$3.7M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.7K- 1.52% |
$201K - $218K
|
564K
$13.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-9.82K- 46.24% |
$227K - $247K
|
11.4K
$281K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-24.3K- 66.48% |
$562K - $610K
|
12.3K
$301K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.4K- 63.38% |
$564K - $612K
|
14.1K
$346K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-27.3K- 0.44% |
$631K - $685K
|
6.2M
$152M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-32.1K- 2.92% |
$743K - $806K
|
1.07M
$26.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50.3K- 46.35% |
$1.16M - $1.26M
|
58.2K
$1.43M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53K- 37.03% |
$1.23M - $1.33M
|
90.1K
$2.22M
|