Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 21.66% |
$148K - $163K
|
34.4K
$899K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
5.9KNew |
$143K - $158K
|
5.9K
$154K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.75K+ 179.03% |
$139K - $153K
|
8.96K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5.68K+ 104.18% |
$138K - $152K
|
11.1K
$291K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.55K+ 19.17% |
$134K - $148K
|
34.5K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.43K+ 14.74% |
$132K - $145K
|
42.3K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 4.01% |
$128K - $141K
|
137K
$3.59M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
5.19K+ 1.09% |
$126K - $139K
|
482K
$12.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.18K+ 3.59% |
$126K - $138K
|
149K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.73K+ 9.82% |
$115K - $126K
|
52.9K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4.34KNew |
$105K - $116K
|
4.34K
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.21K+ 13.07% |
$102K - $112K
|
36.4K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.06K+ 17.13% |
$98.4K - $108K
|
27.7K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.94K+ 1.6% |
$95.6K - $105K
|
250K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.93K+ 18.69% |
$95.3K - $105K
|
25K
$653K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.6KNew |
$87.2K - $96K
|
3.6K
$94K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.43KNew |
$83.2K - $91.6K
|
3.43K
$89.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.39K+ 3.62% |
$82.1K - $90.4K
|
96.8K
$2.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.27K+ 2.53% |
$79.3K - $87.4K
|
133K
$3.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.18KNew |
$77K - $84.8K
|
3.18K
$83.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.14K+ 4.96% |
$76.2K - $83.9K
|
66.5K
$1.74M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.27K+ 5.04% |
$55.1K - $60.6K
|
47.3K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.07K+ 0.46% |
$50.2K - $55.3K
|
457K
$11.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.07K+ 1.05% |
$25.9K - $28.5K
|
102K
$2.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$23.8K - $26.2K
|
980
$25.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
676New |
$16.4K - $18K
|
676
$17.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
663New |
$16.1K - $17.7K
|
663
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
482New |
$11.7K - $12.9K
|
482
$12.6K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
480+ 3.9% |
$11.6K - $12.8K
|
12.8K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
422+ 5.13% |
$10.2K - $11.3K
|
8.65K
$226K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 4.03% |
$9.7K - $10.7K
|
10.3K
$270K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
397+ 0.43% |
$9.63K - $10.6K
|
92.5K
$2.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
335New |
$8.12K - $8.94K
|
335
$8.76K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
330+ 0.64% |
$8K - $8.81K
|
51.7K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
322+ 0.66% |
$7.81K - $8.6K
|
49.1K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
318+ 1.44% |
$7.71K - $8.49K
|
22.5K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
206+ 0.43% |
$5K - $5.5K
|
48.6K
$1.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
206+ 267.53% |
$5K - $5.5K
|
283
$7.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
199New |
$4.83K - $5.31K
|
199
$5.21K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
188New |
$4.56K - $5.02K
|
188
$4.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
186+ 0.14% |
$4.51K - $4.97K
|
135K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181New |
$4.39K - $4.83K
|
181
$4.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
171New |
$4.15K - $4.57K
|
171
$4.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166New |
$4.03K - $4.43K
|
166
$4.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
147+ 1.14% |
$3.56K - $3.92K
|
13.1K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
133+ 8.68% |
$3.23K - $3.55K
|
1.67K
$43.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
120+ 0.64% |
$2.91K - $3.2K
|
19K
$496K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
111+ 2.24% |
$2.69K - $2.96K
|
5.06K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
76+ 0.66% |
$1.84K - $2.03K
|
11.7K
$305K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 0.95% |
$1.55K - $1.71K
|
6.79K
$178K
|