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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.53K+ 8.3% |
$36.8K - $39.5K
|
19.9K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.48K+ 1.52% |
$35.6K - $38.2K
|
99K
$2.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.36K+ 9.82% |
$32.7K - $35.1K
|
15.2K
$372K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18KNew |
$28.3K - $30.4K
|
1.18K
$28.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.08KNew |
$26.1K - $28K
|
1.08K
$26.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
726+ 465.38% |
$17.5K - $18.8K
|
882
$21.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
620+ 0.61% |
$14.9K - $16K
|
103K
$2.51M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
555New |
$13.4K - $14.4K
|
555
$13.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
492+ 6.12% |
$11.8K - $12.7K
|
8.53K
$209K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
458New |
$11K - $11.8K
|
458
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
444+ 11.51% |
$10.7K - $11.5K
|
4.3K
$105K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
378+ 3.7% |
$9.1K - $9.78K
|
10.6K
$259K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
360+ 2.94% |
$8.67K - $9.31K
|
12.6K
$309K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
318+ 25.28% |
$7.66K - $8.22K
|
1.58K
$38.6K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
286+ 2.34% |
$6.89K - $7.4K
|
12.5K
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
280+ 0.83% |
$6.74K - $7.24K
|
34.2K
$838K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
243New |
$5.85K - $6.28K
|
243
$5.96K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
216New |
$5.2K - $5.59K
|
216
$5.29K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
169+ 22.78% |
$4.07K - $4.37K
|
911
$22.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
143+ 1.03% |
$3.44K - $3.7K
|
14.1K
$345K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
136+ 5.63% |
$3.27K - $3.52K
|
2.55K
$62.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
129+ 1.13% |
$3.11K - $3.34K
|
11.6K
$283K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
101+ 0.18% |
$2.43K - $2.61K
|
56.7K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
99+ 5.15% |
$2.38K - $2.56K
|
2.02K
$49.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
60+ 0.27% |
$1.44K - $1.55K
|
22.7K
$556K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
23+ 1.14% |
$554 - $595
|
2.04K
$49.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
21+ 0.11% |
$506 - $543
|
18.8K
$460K
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
17+ 0.31% |
$409 - $440
|
5.45K
$134K
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7+ 0.05% |
$169 - $181
|
13.1K
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 0.03% |
$48.2 - $51.7
|
7.55K
$185K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.07% |
$193 - $207
|
11.9K
$291K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 0.06% |
$193 - $207
|
14.1K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-53- 67.09% |
$1.28K - $1.37K
|
26
$637
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.73% |
$1.35K - $1.45K
|
3.18K
$78K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-92- 17.97% |
$2.22K - $2.38K
|
420
$10.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-101- 0.31% |
$2.43K - $2.61K
|
32.9K
$807K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-102- 0.73% |
$2.46K - $2.64K
|
13.9K
$340K
|
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-207- 1.57% |
$4.98K - $5.35K
|
13K
$318K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-246- 0.36% |
$5.92K - $6.36K
|
69K
$1.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-250- 2.44% |
$6.02K - $6.47K
|
10K
$245K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-425- 0.73% |
$10.2K - $11K
|
57.8K
$1.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-805- 0.82% |
$19.4K - $20.8K
|
97.7K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-922- 4.18% |
$22.2K - $23.8K
|
21.1K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 0.4% |
$38K - $40.8K
|
389K
$9.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.08K- 99.86% |
$50K - $53.7K
|
3
$73.5
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-2.66K- 4.67% |
$64.1K - $68.8K
|
54.3K
$1.33M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.54K- 17.64% |
$109K - $117K
|
21.2K
$519K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-5.61K- 10.93% |
$135K - $145K
|
45.7K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.05K- 6.13% |
$170K - $182K
|
108K
$2.64M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.14K- 23.33% |
$196K - $210K
|
26.7K
$655K
|