Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.75M+ 83.55% |
$235M - $252M
|
21.4M
$527M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.52M+ 603.71% |
$36.6M - $39.3M
|
1.77M
$43.6M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
427K+ 19.54% |
$10.3M - $11M
|
2.61M
$64.2M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
316K+ 5.1% |
$7.62M - $8.18M
|
6.52M
$160M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
283K+ 89.99% |
$6.82M - $7.33M
|
598K
$14.7M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
170K+ 23.02% |
$4.1M - $4.4M
|
909K
$22.4M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
139K+ 199.76% |
$3.36M - $3.61M
|
209K
$5.15M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
113K+ 10.89% |
$2.72M - $2.93M
|
1.15M
$28.4M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
96.3K+ 10.87% |
$2.32M - $2.49M
|
983K
$24.2M
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
85.5K+ 24.78% |
$2.06M - $2.21M
|
430K
$10.6M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
82.3K+ 8.98% |
$1.98M - $2.13M
|
999K
$24.6M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
76.5K+ 154.62% |
$1.84M - $1.98M
|
126K
$3.1M
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
73.4K+ 38.34% |
$1.77M - $1.9M
|
265K
$6.52M
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
72.5KNew |
$1.74M - $1.87M
|
72.5K
$1.78M
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
63.5K+ 7.71% |
$1.53M - $1.64M
|
887K
$21.8M
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
62.5K+ 28.48% |
$1.51M - $1.62M
|
282K
$6.94M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
61.9K+ 4.42% |
$1.49M - $1.6M
|
1.46M
$36M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
60.4K+ 1.48% |
$1.45M - $1.56M
|
4.14M
$102M
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
53.4K+ 131.61% |
$1.29M - $1.38M
|
94K
$2.31M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53K+ 58.82% |
$1.28M - $1.37M
|
143K
$3.52M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
53K+ 58.82% |
$1.28M - $1.37M
|
143K
$3.52M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
45.3K+ 24.8% |
$1.09M - $1.17M
|
228K
$5.61M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.6K+ 34.18% |
$1.08M - $1.15M
|
175K
$4.31M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
34K+ 32.77% |
$818K - $878K
|
138K
$3.39M
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
33.5K+ 18.1% |
$807K - $867K
|
219K
$5.38M
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
31.9KNew |
$767K - $824K
|
31.9K
$784K
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
30.4KNew |
$733K - $787K
|
30.4K
$749K
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
30.1K+ 32.8% |
$725K - $779K
|
122K
$3M
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
29.1KNew |
$700K - $752K
|
29.1K
$715K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
28.6K+ 26.33% |
$688K - $738K
|
137K
$3.37M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.5K+ 51.38% |
$687K - $738K
|
84.1K
$2.07M
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
28.5K+ 49.59% |
$686K - $736K
|
85.9K
$2.11M
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26.1K+ 39.69% |
$628K - $675K
|
91.9K
$2.26M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
23.3K+ 42.6% |
$561K - $602K
|
78K
$1.92M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.4KNew |
$515K - $553K
|
21.4K
$526K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
21.3K+ 28.35% |
$514K - $552K
|
96.6K
$2.38M
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
20.8KNew |
$500K - $537K
|
20.8K
$511K
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
20.2K+ 4.46% |
$486K - $522K
|
473K
$11.6M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19.4K+ 5.58% |
$466K - $501K
|
366K
$9.01M
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
19.3KNew |
$464K - $498K
|
19.3K
$474K
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
18.8KNew |
$452K - $486K
|
18.8K
$462K
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 3.96% |
$446K - $479K
|
485K
$11.9M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17.7K+ 8.87% |
$426K - $457K
|
217K
$5.34M
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.1KNew |
$412K - $443K
|
17.1K
$421K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
15.8K+ 35.56% |
$382K - $410K
|
60.4K
$1.49M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 56.85% |
$374K - $402K
|
42.9K
$1.06M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.1K+ 29.98% |
$364K - $391K
|
65.5K
$1.61M
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
14.4K+ 16.32% |
$348K - $374K
|
103K
$2.53M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 28.39% |
$325K - $349K
|
61.1K
$1.5M
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
12.8K+ 19.29% |
$309K - $332K
|
79.3K
$1.95M
|