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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
659+ 25.83% |
$15.9K - $17.8K
|
3.21K
$78.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
625+ 0.61% |
$15K - $16.9K
|
103K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
601+ 3.12% |
$14.5K - $16.2K
|
19.9K
$489K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
595+ 0.97% |
$14.3K - $16K
|
61.8K
$1.52M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
591New |
$14.2K - $15.9K
|
591
$14.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
482+ 0.17% |
$11.6K - $13K
|
279K
$6.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
271+ 1.28% |
$6.52K - $7.31K
|
21.4K
$527K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
192New |
$4.62K - $5.18K
|
192
$4.72K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
170+ 1.13% |
$4.09K - $4.58K
|
15.3K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
130New |
$3.13K - $3.51K
|
130
$3.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
$2.98K - $3.34K
|
124
$3.05K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
95+ 0.82% |
$2.29K - $2.56K
|
11.6K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 12.07% |
$1.61K - $1.81K
|
622
$15.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
55+ 0.29% |
$1.32K - $1.48K
|
18.8K
$463K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 196.15% |
$1.23K - $1.38K
|
77
$1.89K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$1.18K - $1.32K
|
49
$1.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.17% |
$1.01K - $1.13K
|
25.3K
$623K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
36+ 0.31% |
$866 - $971
|
11.6K
$285K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
33+ 0.24% |
$794 - $890
|
13.9K
$342K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.31% |
$722 - $809
|
9.76K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.3% |
$626 - $701
|
8.55K
$210K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
17New |
$409 - $458
|
17
$418
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
16+ 0.07% |
$385 - $432
|
22.7K
$558K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.3% |
$217 - $243
|
3.02K
$74.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8+ 0.04% |
$192 - $216
|
19.2K
$472K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6+ 0.29% |
$144 - $162
|
2.04K
$50.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 0.07% |
$96.2 - $108
|
5.45K
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-35- 8.33% |
$842 - $944
|
385
$9.47K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-36- 0.27% |
$866 - $971
|
13.1K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-58- 0.41% |
$1.4K - $1.56K
|
14K
$344K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 0.59% |
$1.83K - $2.05K
|
12.9K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-79- 5.01% |
$1.9K - $2.13K
|
1.5K
$36.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-97- 1.04% |
$2.33K - $2.62K
|
9.25K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 1.0% |
$2.41K - $2.7K
|
9.92K
$244K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-158- 0.24% |
$3.8K - $4.26K
|
65.4K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-187- 1.5% |
$4.5K - $5.04K
|
12.3K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-489- 20.81% |
$11.8K - $13.2K
|
1.86K
$45.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-514- 11.95% |
$12.4K - $13.9K
|
3.79K
$93.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-614- 0.2% |
$14.8K - $16.6K
|
306K
$7.52M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-622- 68.28% |
$15K - $16.8K
|
289
$7.11K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-697- 1.52% |
$16.8K - $18.8K
|
45K
$1.11M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-749- 5.97% |
$18K - $20.2K
|
11.8K
$290K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-757- 1.33% |
$18.2K - $20.4K
|
56K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-824- 10.91% |
$19.8K - $22.2K
|
6.73K
$165K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 5.14% |
$33K - $37K
|
25.4K
$624K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.38K- 2.54% |
$33.2K - $37.2K
|
53K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.4K- 26.73% |
$57.7K - $64.7K
|
6.58K
$162K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.06K- 83.08% |
$146K - $163K
|
1.23K
$30.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-8.59K- 25.99% |
$207K - $232K
|
24.4K
$601K
|