Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
709K+ 105.85% |
$15.8M - $16.7M
|
1.38M
$34.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
409KNew |
$9.1M - $9.63M
|
409K
$10.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
326K+ 87.25% |
$7.27M - $7.69M
|
701K
$17.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
240K+ 7.11% |
$5.35M - $5.66M
|
3.62M
$90.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
113K+ 13.9% |
$2.52M - $2.66M
|
926K
$23.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
112K+ 22.84% |
$2.5M - $2.64M
|
603K
$15.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
108K+ 21.97% |
$2.4M - $2.53M
|
597K
$14.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$2.26M - $2.4M
|
102K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.5K+ 10.17% |
$2.21M - $2.34M
|
1.08M
$26.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
98.7K+ 16.4% |
$2.2M - $2.33M
|
701K
$17.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
85.3K+ 15.54% |
$1.9M - $2.01M
|
634K
$15.8M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
84.1KNew |
$1.87M - $1.98M
|
84.1K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
63.6K+ 227.6% |
$1.42M - $1.5M
|
91.5K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
62.8K+ 706.57% |
$1.4M - $1.48M
|
71.7K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
56.8K+ 26.72% |
$1.26M - $1.34M
|
269K
$6.72M
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
52KNew |
$1.16M - $1.22M
|
52K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
49.8KNew |
$1.11M - $1.17M
|
49.8K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
43.4KNew |
$966K - $1.02M
|
43.4K
$1.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
41.8K+ 10.99% |
$930K - $984K
|
422K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
41.7K+ 0.69% |
$928K - $981K
|
6.09M
$152M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.4KNew |
$898K - $950K
|
40.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.9K+ 421.78% |
$822K - $870K
|
45.7K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
36.2K+ 46.26% |
$806K - $852K
|
114K
$2.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.6K+ 22.12% |
$793K - $839K
|
197K
$4.91M
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
29.2K+ 19.17% |
$650K - $687K
|
181K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
25K+ 3.07% |
$556K - $589K
|
840K
$21M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
24.6K+ 48.2% |
$548K - $580K
|
75.7K
$1.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
24KNew |
$534K - $565K
|
24K
$599K
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
22.3K+ 4.1% |
$496K - $525K
|
566K
$14.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
BUY
|
- |
22K+ 6.04% |
$490K - $518K
|
386K
$9.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
21KNew |
$468K - $495K
|
21K
$525K
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
20.4K+ 6.35% |
$454K - $480K
|
341K
$8.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
18.6K+ 20.1% |
$414K - $438K
|
111K
$2.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.7K+ 39.65% |
$393K - $416K
|
62.2K
$1.55M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
17.4K+ 90.04% |
$388K - $411K
|
36.8K
$919K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.2K+ 50.02% |
$382K - $405K
|
51.5K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
16KNew |
$355K - $376K
|
16K
$398K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9KNew |
$354K - $374K
|
15.9K
$396K
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
15.4K+ 5.6% |
$342K - $362K
|
290K
$7.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
15.2K+ 22.99% |
$339K - $358K
|
81.4K
$2.03M
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
14.5K+ 13.15% |
$323K - $342K
|
125K
$3.11M
|
|
|
Jul 26, 2023
Q2 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 7.26% |
$284K - $300K
|
188K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12.1K+ 4.38% |
$269K - $284K
|
288K
$7.18M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
12.1KNew |
$268K - $284K
|
12.1K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
12KNew |
$267K - $283K
|
12K
$299K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$265K - $281K
|
11.9K
$297K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.7K+ 33.01% |
$260K - $276K
|
47.1K
$1.18M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
11.5K+ 10.78% |
$255K - $270K
|
118K
$2.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
11.3K+ 14.11% |
$252K - $267K
|
91.7K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
11KNew |
$245K - $259K
|
11K
$275K
|