Purchases and Sales Made in Q2 2022 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.73MNew |
$35.9M - $43.5M
|
1.73M
$42.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
261KNew |
$5.43M - $6.58M
|
261K
$6.37M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
191KNew |
$3.97M - $4.81M
|
191K
$4.66M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
133KNew |
$2.77M - $3.35M
|
133K
$3.24M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
109KNew |
$2.27M - $2.75M
|
109K
$2.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
107KNew |
$2.23M - $2.71M
|
107K
$2.62M
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
96KNew |
$1.99M - $2.42M
|
96K
$2.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
88.5KNew |
$1.84M - $2.23M
|
88.5K
$2.16M
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
80.9KNew |
$1.68M - $2.04M
|
80.9K
$1.97M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
77KNew |
$1.6M - $1.94M
|
77K
$1.88M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
67.7KNew |
$1.41M - $1.7M
|
67.7K
$1.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
57.5KNew |
$1.19M - $1.45M
|
57.5K
$1.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
38.5KNew |
$801K - $971K
|
38.5K
$940K
|
|
|
Aug 02, 2022
Q2 2022
|
Resource Planning Group
|
BUY
|
- |
34KNew |
$706K - $856K
|
34K
$829K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.7KNew |
$493K - $597K
|
23.7K
$578K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
23.5K+ 281.38% |
$488K - $592K
|
31.8K
$776K
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
22.6KNew |
$469K - $568K
|
22.6K
$550K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
21.1KNew |
$439K - $533K
|
21.1K
$516K
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
19.9KNew |
$414K - $501K
|
19.9K
$485K
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
18.8KNew |
$390K - $473K
|
18.8K
$458K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.9KNew |
$310K - $376K
|
14.9K
$364K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
12.8KNew |
$265K - $322K
|
12.8K
$311K
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
9.5KNew |
$197K - $239K
|
9.5K
$232K
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
9.21KNew |
$191K - $232K
|
9.21K
$224K
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
8.23KNew |
$171K - $207K
|
8.23K
$201K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
7.18KNew |
$149K - $181K
|
7.18K
$175K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
3.96KNew |
$82.3K - $99.7K
|
3.96K
$96.5K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
632New |
$13.1K - $15.9K
|
632
$15.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-136KClosed |
$2.83M - $3.42M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-143K- 90.76% |
$2.98M - $3.61M
|
14.6K
$355K
|