Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.64M+ 55.91% |
$87.6M - $98.2M
|
10.2M
$263M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
110K+ 9.59% |
$2.66M - $2.98M
|
1.26M
$32.7M
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
78.2K+ 7.83% |
$1.88M - $2.11M
|
1.08M
$27.9M
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
78.1K+ 18.15% |
$1.88M - $2.11M
|
508K
$13.2M
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
72.2K+ 19.5% |
$1.74M - $1.95M
|
442K
$11.5M
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
65.1K+ 7.34% |
$1.57M - $1.76M
|
952K
$24.7M
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
48.2K+ 30.91% |
$1.16M - $1.3M
|
204K
$5.29M
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
46.6KNew |
$1.12M - $1.26M
|
46.6K
$1.21M
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
33.5K+ 161.11% |
$806K - $903K
|
54.3K
$1.41M
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26.6K+ 28.97% |
$640K - $718K
|
118K
$3.07M
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
23.9K+ 14.67% |
$574K - $644K
|
187K
$4.84M
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
21.6K+ 21.01% |
$521K - $584K
|
125K
$3.23M
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
16.8K+ 21.49% |
$403K - $452K
|
94.7K
$2.45M
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8.87K+ 5.68% |
$214K - $239K
|
165K
$4.28M
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.6K+ 14.24% |
$207K - $232K
|
69K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.28K+ 14.33% |
$199K - $223K
|
66.1K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.14KNew |
$196K - $220K
|
8.14K
$211K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.92K+ 65.43% |
$167K - $187K
|
17.5K
$454K
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.52K+ 5.35% |
$157K - $176K
|
129K
$3.33M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.46K+ 7.39% |
$107K - $120K
|
64.9K
$1.68M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29K+ 3.28% |
$103K - $116K
|
135K
$3.5M
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.24K+ 3.75% |
$102K - $114K
|
117K
$3.04M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.51K+ 3.59% |
$84.5K - $94.7K
|
101K
$2.62M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.95K+ 7.68% |
$71K - $79.6K
|
41.4K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.86K+ 6.33% |
$68.9K - $77.2K
|
48.1K
$1.25M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.77K+ 59.28% |
$66.7K - $74.8K
|
7.45K
$193K
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.53K+ 7.39% |
$60.8K - $68.1K
|
36.7K
$951K
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.24K+ 12.01% |
$53.8K - $60.3K
|
20.8K
$540K
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.01K+ 16.04% |
$48.2K - $54.1K
|
14.5K
$376K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 1.16% |
$36.5K - $40.9K
|
132K
$3.42M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
917+ 0.52% |
$22.1K - $24.7K
|
176K
$4.57M
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
625+ 0.61% |
$15K - $16.9K
|
103K
$2.67M
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
595+ 0.97% |
$14.3K - $16K
|
61.8K
$1.6M
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
482+ 0.17% |
$11.6K - $13K
|
279K
$7.23M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
271+ 1.28% |
$6.52K - $7.31K
|
21.4K
$555K
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
192New |
$4.62K - $5.18K
|
192
$4.97K
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
170+ 1.13% |
$4.09K - $4.58K
|
15.3K
$396K
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
95+ 0.82% |
$2.29K - $2.56K
|
11.6K
$301K
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
55+ 0.29% |
$1.32K - $1.48K
|
18.8K
$488K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
33+ 0.24% |
$794 - $890
|
13.9K
$361K
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.3% |
$217 - $243
|
3.02K
$78.2K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8+ 0.04% |
$192 - $216
|
19.2K
$497K
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 0.59% |
$1.83K - $2.05K
|
12.9K
$334K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-158- 0.24% |
$3.8K - $4.26K
|
65.4K
$1.69M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-697- 1.52% |
$16.8K - $18.8K
|
45K
$1.17M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-757- 1.33% |
$18.2K - $20.4K
|
56K
$1.45M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 5.14% |
$33K - $37K
|
25.4K
$657K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.38K- 2.54% |
$33.2K - $37.2K
|
53K
$1.37M
|