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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
57+ 0.67% |
$1.38K - $1.52K
|
8.61K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
43+ 0.16% |
$1.04K - $1.15K
|
27.5K
$720K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40New |
$970 - $1.07K
|
40
$1.05K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
36+ 0.16% |
$873 - $961
|
22.7K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20+ 0.66% |
$485 - $534
|
3.04K
$79.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18+ 0.09% |
$437 - $481
|
19.2K
$503K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
17New |
$412 - $454
|
17
$445
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
15+ 0.11% |
$364 - $401
|
14K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
14+ 0.69% |
$340 - $374
|
2.06K
$53.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 0.55% |
$291 - $320
|
2.2K
$57.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8New |
$194 - $214
|
8
$209
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.11% |
$97 - $107
|
3.79K
$99.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.03% |
$97 - $107
|
13.1K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.78% |
$72.8 - $80.1
|
388
$10.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$24.3 - $26.7
|
3.18K
$83.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$24.3 - $26.7
|
15.3K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 0.2% |
$97 - $107
|
2.02K
$52.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-56- 0.04% |
$1.36K - $1.5K
|
125K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-133- 1.13% |
$3.23K - $3.55K
|
11.7K
$305K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-148- 1.02% |
$3.59K - $3.95K
|
14.4K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-160- 0.63% |
$3.88K - $4.27K
|
25.2K
$659K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-240- 2.67% |
$5.82K - $6.41K
|
8.75K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-250- 2.7% |
$6.06K - $6.68K
|
9K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 91.35% |
$6.4K - $7.05K
|
25
$654
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-305- 0.54% |
$7.4K - $8.14K
|
55.7K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-311- 16.71% |
$7.54K - $8.3K
|
1.55K
$40.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-366- 0.69% |
$8.88K - $9.77K
|
52.6K
$1.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-377- 1.76% |
$9.14K - $10.1K
|
21K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-419- 5.62% |
$10.2K - $11.2K
|
7.03K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-815- 5.85% |
$19.8K - $21.8K
|
13.1K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.01K- 5.78% |
$24.5K - $27K
|
16.5K
$431K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.25K- 7.57% |
$30.4K - $33.5K
|
15.3K
$401K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.49K- 10.91% |
$36.1K - $39.8K
|
12.2K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.54K- 2.33% |
$37.3K - $41.1K
|
64.5K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.84K- 15.12% |
$44.7K - $49.2K
|
10.3K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 1.85% |
$45K - $49.6K
|
98.6K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 8.27% |
$62.5K - $68.8K
|
28.6K
$748K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.77K- 10.91% |
$67.1K - $73.9K
|
22.6K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.15K- 5.96% |
$76.5K - $84.2K
|
49.8K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.46K- 5.47% |
$108K - $119K
|
77K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.84K- 7.83% |
$117K - $129K
|
57K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.71K- 8.18% |
$138K - $152K
|
64K
$1.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.42K- 2.3% |
$156K - $171K
|
273K
$7.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9.31K- 38.09% |
$226K - $249K
|
15.1K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.9K- 4.28% |
$581K - $639K
|
535K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.1K- 8.59% |
$779K - $858K
|
342K
$8.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-37.7K- 7.5% |
$913K - $1.01M
|
464K
$12.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49.2K- 68.84% |
$1.19M - $1.31M
|
22.3K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-70.5K- 19.5% |
$1.71M - $1.88M
|
291K
$7.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-73.7K- 35.12% |
$1.79M - $1.97M
|
136K
$3.56M
|