Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFIS)

DFIS Quotes by TradingView

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
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
10.7K
New
$239K - $253K
10.7K $267K
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
10.5K
+ 7.36%
$235K - $248K
154K $3.83M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
10.2K
+ 24.99%
$228K - $241K
51.2K $1.27M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
10.2K
+ 3.39%
$228K - $241K
312K $7.76M
Aug 04, 2023 Q2 2023
Fortis Capital Management LLC

BUY
 -
9.84K
+ 88.22%
$219K - $232K
21K $522K
Aug 08, 2023 Q2 2023
Column Capital Advisors, LLC

BUY
 -
9.34K
+ 23.98%
$208K - $220K
48.3K $1.2M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
9.27K
New
$206K - $218K
9.27K $231K
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
8.94K
+ 59.24%
$199K - $211K
24K $598K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
8.16K
+ 47.47%
$182K - $192K
25.4K $631K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
7.69K
+ 32.14%
$171K - $181K
31.6K $787K
Jul 28, 2023 Q2 2023
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
7.16K
+ 50.31%
$159K - $169K
21.4K $532K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
6.97K
+ 8.67%
$155K - $164K
87.3K $2.17M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.46K
+ 786.72%
$144K - $152K
7.28K $181K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
5.42K
+ 18.39%
$121K - $128K
34.9K $868K
Aug 09, 2023 Q2 2023
Morris Financial Concepts, Inc.

BUY
 -
5.34K
+ 48.18%
$119K - $126K
16.4K $408K
Jul 27, 2023 Q2 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
5.27K
+ 23.82%
$117K - $124K
27.4K $682K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
5.03K
+ 8.44%
$112K - $119K
64.7K $1.61M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
4.79K
+ 61.21%
$107K - $113K
12.6K $314K
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
4.58K
+ 11.98%
$102K - $108K
42.8K $1.06M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
4.35K
New
$96.9K - $103K
4.35K $108K
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
3.55K
+ 25.8%
$79K - $83.6K
17.3K $431K
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
3.28K
New
$73K - $77.2K
3.28K $81.6K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.25K
+ 20.63%
$72.3K - $76.5K
19K $472K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
3.09K
+ 6.42%
$68.7K - $72.7K
51.2K $1.27M
Jul 10, 2023 Q2 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
3.07K
+ 3.09%
$68.2K - $72.2K
102K $2.54M
Jul 14, 2023 Q2 2023
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
2.68K
+ 2.87%
$59.7K - $63.1K
96.1K $2.39M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.67K
+ 0.78%
$59.4K - $62.8K
343K $8.53M
Jul 25, 2023 Q2 2023
Maryland Capital Advisors Inc.

BUY
 -
2.4K
+ 9.46%
$53.4K - $56.5K
27.8K $691K
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
1.04K
+ 1.48%
$23.2K - $24.5K
71.6K $1.78M
Jul 28, 2023 Q2 2023
Sterling Financial Planning, Inc.

BUY
 -
943
+ 8.79%
$21K - $22.2K
11.7K $290K
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
805
New
$17.9K - $19K
805 $20K
Jun 14, 2024 Q2 2023
Quent Capital, LLC

BUY
 -
371
+ 416.85%
$8.26K - $8.74K
460 $11.4K
Jul 10, 2023 Q2 2023
Quent Capital, LLC

BUY
 -
371
+ 416.85%
$8.26K - $8.74K
460 $11.4K
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
303
+ 0.95%
$6.74K - $7.14K
32.1K $799K
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
300
+ 1.99%
$6.68K - $7.07K
15.4K $382K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
255
+ 62.96%
$5.68K - $6.01K
660 $16.4K
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
239
+ 724.24%
$5.32K - $5.63K
272 $6.77K
Aug 11, 2023 Q2 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
156
+ 0.84%
$3.47K - $3.67K
18.7K $465K
Sep 13, 2023 Q2 2023
Awm Capital, LLC

BUY
 -
152
+ 1.11%
$3.38K - $3.58K
13.8K $344K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
84
New
$1.87K - $1.98K
84 $2.09K
Jul 27, 2023 Q2 2023
Colony Family Offices, LLC

BUY
 -
62
+ 0.51%
$1.38K - $1.46K
12.2K $302K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
29
New
$646 - $683
29 $722
Jul 17, 2023 Q2 2023
Bromfield Sneider Wealth Advisors

BUY
 -
4
+ 1.11%
$89 - $94.2
365 $9.08K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
2
New
$44.5 - $47.1
2 $49.8
Jul 31, 2023 Q2 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
1
+ 14.29%
$22.3 - $23.6
8 $199
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

SELL
 -
-105
- 0.18%
$2.34K - $2.47K
59.4K $1.48M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-897
- 9.68%
$20K - $21.1K
8.37K $208K
Jul 24, 2023 Q2 2023
Pb Mares Wealth Management LLC

SELL
 -
-1.1K
- 9.98%
$24.4K - $25.8K
9.89K $246K
Aug 10, 2023 Q2 2023
Joseph Group Capital Management

Columbus, OH
SELL
 -
-1.75K
- 36.98%
$38.9K - $41.2K
2.98K $74.2K

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