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 |
|---|---|---|---|---|---|---|---|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
12.3K+ 8.17% |
$296K - $318K
|
163K
$3.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
12KNew |
$288K - $309K
|
12K
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
11.9K+ 4.05% |
$287K - $309K
|
307K
$7.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
11.5KNew |
$277K - $298K
|
11.5K
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.3K+ 16.6% |
$272K - $292K
|
79.4K
$1.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.1KNew |
$267K - $287K
|
11.1K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9KNew |
$263K - $283K
|
10.9K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.4K+ 39.91% |
$250K - $268K
|
36.4K
$892K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 15.19% |
$246K - $264K
|
77.3K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
9.73KNew |
$234K - $252K
|
9.73K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.7KNew |
$233K - $251K
|
9.7K
$238K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
9.38K+ 101.68% |
$226K - $243K
|
18.6K
$456K
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.19K+ 8.27% |
$221K - $238K
|
120K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.06K+ 53.86% |
$194K - $208K
|
23K
$564K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.04K+ 10.52% |
$194K - $208K
|
84.5K
$2.07M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.71K+ 620.11% |
$186K - $199K
|
8.95K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.63K+ 6.21% |
$184K - $197K
|
130K
$3.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.58K+ 14.13% |
$183K - $196K
|
61.2K
$1.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.48K+ 1.84% |
$180K - $193K
|
413K
$10.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.18K+ 13.48% |
$173K - $186K
|
60.4K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.16K+ 2.64% |
$172K - $185K
|
279K
$6.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6.91K+ 2.29% |
$166K - $179K
|
309K
$7.57M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.8K+ 12.49% |
$164K - $176K
|
61.3K
$1.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
6.46K+ 1.45% |
$156K - $167K
|
451K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
6.4K+ 32.26% |
$154K - $166K
|
26.2K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.16K+ 11.42% |
$148K - $159K
|
60.1K
$1.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.02K+ 13.55% |
$145K - $156K
|
50.4K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.84K+ 403.24% |
$141K - $151K
|
7.29K
$179K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.45K+ 14.3% |
$131K - $141K
|
43.5K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.24K+ 16.71% |
$126K - $135K
|
36.6K
$897K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
5.24K+ 12.67% |
$126K - $135K
|
46.6K
$1.14M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.23K+ 4.84% |
$126K - $135K
|
113K
$2.78M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.23K+ 44.51% |
$126K - $135K
|
17K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.91K+ 34.39% |
$118K - $127K
|
19.2K
$470K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.68KNew |
$113K - $121K
|
4.68K
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4.11K+ 3.24% |
$98.9K - $106K
|
131K
$3.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3.97K+ 2.61% |
$95.7K - $103K
|
156K
$3.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.09K+ 32.85% |
$74.4K - $79.9K
|
12.5K
$306K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.08K+ 16.32% |
$74.1K - $79.6K
|
21.9K
$538K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
3.01KNew |
$72.5K - $77.8K
|
3.01K
$73.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.99KNew |
$72.1K - $77.4K
|
2.99K
$73.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.85K+ 6.71% |
$68.5K - $73.6K
|
45.3K
$1.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.68K+ 42.56% |
$64.5K - $69.3K
|
8.98K
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.5K+ 1.63% |
$60.2K - $64.7K
|
156K
$3.82M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.38K+ 4.95% |
$57.4K - $61.7K
|
50.5K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.35KNew |
$56.6K - $60.8K
|
2.35K
$57.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.32K+ 7.57% |
$56K - $60.1K
|
33K
$809K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 0.83% |
$48.1K - $51.7K
|
243K
$5.95M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.73K+ 8.41% |
$41.6K - $44.7K
|
22.3K
$546K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.64K+ 7.42% |
$39.4K - $42.3K
|
23.7K
$580K
|