Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.7M+ 1151.04% |
$248M - $269M
|
11.7M
$290M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
571K+ 35.42% |
$13.2M - $14.3M
|
2.18M
$54.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
297K+ 775.73% |
$6.86M - $7.45M
|
335K
$8.34M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
221KNew |
$5.1M - $5.54M
|
221K
$5.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
135K+ 14.99% |
$3.13M - $3.4M
|
1.04M
$25.9M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
110K+ 2.77% |
$2.54M - $2.76M
|
4.08M
$102M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
106K+ 13.6% |
$2.45M - $2.66M
|
886K
$22.1M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
104K+ 109.71% |
$2.41M - $2.62M
|
199K
$4.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
101K+ 37.73% |
$2.35M - $2.55M
|
370K
$9.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
80.9K+ 9.69% |
$1.87M - $2.03M
|
917K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
57.5K+ 26.85% |
$1.33M - $1.44M
|
271K
$6.76M
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
56.3K+ 19.5% |
$1.3M - $1.41M
|
345K
$8.58M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
54.3K+ 260.09% |
$1.26M - $1.36M
|
75.2K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
51.5K+ 30.69% |
$1.19M - $1.29M
|
219K
$5.46M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
48.5K+ 7.02% |
$1.12M - $1.22M
|
739K
$18.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.4KNew |
$1.03M - $1.11M
|
44.4K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
43.3K+ 3.19% |
$1M - $1.09M
|
1.4M
$34.9M
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
42.6K+ 354.12% |
$986K - $1.07M
|
54.7K
$1.36M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42.4K+ 5.6% |
$981K - $1.06M
|
800K
$19.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
41.2K+ 27.4% |
$952K - $1.03M
|
191K
$4.76M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
41.2K+ 4.57% |
$952K - $1.03M
|
943K
$23.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
40K+ 5.1% |
$925K - $1M
|
823K
$20.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
37.8K+ 134.92% |
$873K - $948K
|
65.8K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
37.1K+ 25.52% |
$859K - $932K
|
183K
$4.55M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
35.6K+ 57.55% |
$824K - $894K
|
97.5K
$2.43M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
35.2K+ 46.35% |
$813K - $883K
|
111K
$2.76M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
33.2K+ 11.78% |
$767K - $833K
|
315K
$7.84M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
31.3KNew |
$725K - $787K
|
31.3K
$780K
|
|
|
Apr 22, 2024
Q1 2024
|
Planning Center, Inc.
|
BUY
|
- |
30.9K+ 7.47% |
$715K - $776K
|
445K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 41.24% |
$609K - $661K
|
90.1K
$2.24M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 41.24% |
$609K - $661K
|
90.1K
$2.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
26.2K+ 84.07% |
$606K - $658K
|
57.4K
$1.43M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
25.7K+ 31.12% |
$595K - $646K
|
108K
$2.7M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$516K - $560K
|
22.3K
$555K
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.1K+ 13.57% |
$512K - $555K
|
185K
$4.61M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
21.1K+ 25.51% |
$487K - $529K
|
104K
$2.58M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
18.8KNew |
$434K - $471K
|
18.8K
$467K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
18.4K+ 51.65% |
$425K - $461K
|
53.9K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.2K+ 91.41% |
$420K - $456K
|
38.1K
$947K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
17.4K+ 20.6% |
$403K - $437K
|
102K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16K+ 675.16% |
$371K - $402K
|
18.4K
$458K
|
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
15.8K+ 20.7% |
$364K - $395K
|
91.9K
$2.29M
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
15K+ 3.43% |
$348K - $377K
|
453K
$11.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.5K+ 128.67% |
$335K - $363K
|
25.7K
$640K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.3K+ 33.98% |
$330K - $358K
|
56.2K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.9K+ 41.43% |
$323K - $350K
|
47.6K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.8K+ 102.43% |
$320K - $347K
|
27.4K
$681K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13.1K+ 20.65% |
$303K - $328K
|
76.5K
$1.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$308K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12.2K+ 12.7% |
$282K - $305K
|
108K
$2.69M
|