Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
833K+ 840.67% |
$17.1M - $20.2M
|
932K
$23.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
757KNew |
$15.6M - $18.3M
|
757K
$18.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
516K+ 47.11% |
$10.6M - $12.5M
|
1.61M
$40.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
438KNew |
$9M - $10.6M
|
438K
$10.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
163KNew |
$3.35M - $3.95M
|
163K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
144KNew |
$2.96M - $3.49M
|
144K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
127K+ 17.84% |
$2.6M - $3.07M
|
836K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
111K+ 16.53% |
$2.27M - $2.68M
|
780K
$19.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
101K+ 2.62% |
$2.08M - $2.46M
|
3.97M
$98.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
96.9K+ 14.12% |
$1.99M - $2.35M
|
783K
$19.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
95.5K+ 1.56% |
$1.96M - $2.31M
|
6.23M
$155M
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
93.4K+ 47.85% |
$1.92M - $2.26M
|
289K
$7.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
85.9K+ 10.5% |
$1.76M - $2.08M
|
904K
$22.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
81.7K+ 13.41% |
$1.68M - $1.98M
|
691K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.3K+ 87.95% |
$1.67M - $1.97M
|
174K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
78.5KNew |
$1.61M - $1.9M
|
78.5K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
76.1K+ 7.45% |
$1.56M - $1.84M
|
1.1M
$27.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
60.8K+ 177.69% |
$1.25M - $1.47M
|
95K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
59.3K+ 54.59% |
$1.22M - $1.44M
|
168K
$4.18M
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
54.4K+ 25.37% |
$1.12M - $1.32M
|
269K
$6.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
50.8KNew |
$1.04M - $1.23M
|
50.8K
$1.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
47.8K+ 46.61% |
$982K - $1.16M
|
150K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.3K+ 3.53% |
$951K - $1.12M
|
1.36M
$33.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
44.4K+ 141.47% |
$913K - $1.08M
|
75.9K
$1.89M
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
42KNew |
$862K - $1.02M
|
42K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
40.4KNew |
$831K - $980K
|
40.4K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
40.3KNew |
$828K - $977K
|
40.3K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
38.9KNew |
$798K - $941K
|
38.9K
$967K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
38.6K+ 181.74% |
$792K - $934K
|
59.8K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
38.3K+ 162.02% |
$786K - $927K
|
61.9K
$1.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
37.5K+ 34.68% |
$770K - $908K
|
146K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
36.6KNew |
$752K - $886K
|
36.6K
$910K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30.8K+ 91.15% |
$633K - $746K
|
64.5K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
30.4K+ 58.04% |
$624K - $736K
|
82.7K
$2.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
25.3KNew |
$520K - $613K
|
25.3K
$630K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
25.3K+ 132.68% |
$520K - $613K
|
44.4K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
24.9K+ 2.84% |
$511K - $603K
|
901K
$22.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$502K - $591K
|
24.4K
$608K
|
|
|
Jan 09, 2024
Q4 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
24.1K+ 72.62% |
$495K - $583K
|
57.2K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.1K+ 173.0% |
$474K - $559K
|
36.4K
$906K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.9K+ 211.62% |
$449K - $529K
|
32.2K
$801K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.9KNew |
$429K - $506K
|
20.9K
$520K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
20K+ 32.0% |
$411K - $485K
|
82.6K
$2.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20K+ 16.3% |
$411K - $484K
|
143K
$3.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 17.77% |
$346K - $408K
|
112K
$2.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.8K+ 5.27% |
$344K - $406K
|
335K
$8.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
15.1K+ 15.12% |
$310K - $366K
|
115K
$2.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14KNew |
$289K - $340K
|
14K
$350K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
13.6K+ 94.71% |
$280K - $330K
|
28K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$278K - $327K
|
13.5K
$336K
|