Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
878K+ 50.86% |
$16.1M - $19.9M
|
2.6M
$64.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
333KNew |
$6.11M - $7.55M
|
333K
$8.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
330KNew |
$6.05M - $7.48M
|
330K
$8.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
252K+ 438.25% |
$4.62M - $5.71M
|
309K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
194KNew |
$3.55M - $4.39M
|
194K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
144K+ 134.22% |
$2.64M - $3.27M
|
252K
$6.26M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
135K+ 199.72% |
$2.48M - $3.06M
|
203K
$5.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
133K+ 69.61% |
$2.44M - $3.01M
|
324K
$8.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
125KNew |
$2.3M - $2.84M
|
125K
$3.12M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
77.2KNew |
$1.42M - $1.75M
|
77.2K
$1.92M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
73.4K+ 230.39% |
$1.34M - $1.66M
|
105K
$2.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
68.1KNew |
$1.25M - $1.54M
|
68.1K
$1.69M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
48.6K+ 204.98% |
$891K - $1.1M
|
72.3K
$1.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
41.8K+ 222.7% |
$767K - $948K
|
60.6K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32.5KNew |
$595K - $736K
|
32.5K
$809K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
31.2K+ 91.7% |
$571K - $706K
|
65.2K
$1.62M
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
29K+ 30.18% |
$531K - $656K
|
125K
$3.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
27.4KNew |
$502K - $621K
|
27.4K
$682K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27.1K+ 70.19% |
$496K - $613K
|
65.6K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
26.2K+ 19.69% |
$480K - $594K
|
159K
$3.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
24.8KNew |
$454K - $561K
|
24.8K
$616K
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
22.5K+ 112.97% |
$412K - $510K
|
42.4K
$1.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9KNew |
$382K - $473K
|
20.9K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
20.5K+ 248.64% |
$375K - $464K
|
28.7K
$715K
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
19.1KNew |
$351K - $433K
|
19.1K
$476K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17.9K+ 22.1% |
$328K - $405K
|
98.8K
$2.46M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
15.4K+ 14.12% |
$283K - $350K
|
125K
$3.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
15.3K+ 5.87% |
$281K - $347K
|
276K
$6.88M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
12.2K+ 95.43% |
$223K - $276K
|
25K
$621K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.2KNew |
$223K - $276K
|
12.2K
$303K
|
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
11.9KNew |
$218K - $269K
|
11.9K
$296K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.2K+ 45.21% |
$187K - $231K
|
32.8K
$816K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.44K+ 1018.67% |
$118K - $146K
|
7.07K
$176K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.91K+ 82.32% |
$108K - $134K
|
13.1K
$326K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.23K+ 45.98% |
$77.6K - $95.9K
|
13.4K
$334K
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
3.8KNew |
$69.7K - $86.1K
|
3.8K
$94.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.27KNew |
$59.9K - $74.1K
|
3.27K
$81.4K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.21KNew |
$58.8K - $72.7K
|
3.21K
$79.8K
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
1.93K+ 20.31% |
$35.4K - $43.7K
|
11.4K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
853New |
$15.6K - $19.3K
|
853
$21.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
463New |
$8.49K - $10.5K
|
463
$11.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
139New |
$2.55K - $3.15K
|
139
$3.46K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.77K- 6.2% |
$87.5K - $108K
|
72.2K
$1.8M
|