Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFIS)

DFIS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q3 2023. 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
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
396K
+ 56.45%
$8.63M - $9.45M
1.1M $27M
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
253K
+ 6.99%
$5.51M - $6.04M
3.87M $95.3M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
233K
+ 21.64%
$5.09M - $5.57M
1.31M $32.3M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
117K
+ 16.67%
$2.55M - $2.79M
818K $20.1M
Nov 03, 2023 Q3 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
109K
New
$2.37M - $2.6M
109K $2.67M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
96.6K
+ 10.43%
$2.11M - $2.31M
1.02M $25.2M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
95.8K
+ 2923.06%
$2.09M - $2.29M
99.1K $2.44M
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
88.8K
+ 14.87%
$1.94M - $2.12M
686K $16.9M
Oct 20, 2023 Q3 2023
Index Fund Advisors, Inc.

BUY
 -
80.7K
+ 70.56%
$1.76M - $1.93M
195K $4.8M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
75.8K
+ 22.12%
$1.65M - $1.81M
419K $10.3M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
66.4K
+ 11.01%
$1.45M - $1.59M
670K $16.5M
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
52.3K
New
$1.14M - $1.25M
52.3K $1.29M
Oct 30, 2023 Q3 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
51K
+ 12.09%
$1.11M - $1.22M
473K $11.6M
Oct 10, 2023 Q3 2023
Mc Namara Financial Services, Inc.

BUY
 -
45.8K
New
$998K - $1.09M
45.8K $1.13M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
42.9K
+ 69.03%
$936K - $1.03M
105K $2.59M
Oct 31, 2023 Q3 2023
Tci Wealth Advisors, Inc.

BUY
 -
42.8K
+ 7.57%
$934K - $1.02M
609K $15M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
42.4K
+ 10.36%
$924K - $1.01M
451K $11.1M
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
42K
+ 0.69%
$915K - $1M
6.13M $151M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
39.1K
+ 75.92%
$853K - $935K
90.6K $2.23M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
36.8K
+ 18.72%
$803K - $879K
233K $5.75M
Nov 07, 2023 Q3 2023
Efficient Advisors, LLC

BUY
 -
36.8K
+ 4.38%
$803K - $879K
877K $21.6M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
33.8K
New
$736K - $807K
33.8K $831K
Oct 16, 2023 Q3 2023
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
33K
+ 18.19%
$720K - $788K
214K $5.28M
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
32.4K
+ 9.5%
$708K - $775K
374K $9.2M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
27.7K
+ 42.88%
$605K - $663K
92.4K $2.28M
Oct 19, 2023 Q3 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
26.7K
+ 35.31%
$583K - $639K
102K $2.52M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
25.4K
+ 303.83%
$555K - $608K
33.8K $832K
Nov 14, 2023 Q3 2023
Old Mission Capital LLC

BUY
 -
23.7K
+ 33.0%
$516K - $565K
95.4K $2.35M
Oct 23, 2023 Q3 2023
Austin Asset Management CO Inc

BUY
 -
22.4K
+ 209.14%
$489K - $536K
33.1K $816K
Nov 09, 2023 Q3 2023
Wescott Financial Advisory Group, LLC

BUY
 -
20.2K
+ 7.5%
$441K - $483K
290K $7.12M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
19.4K
New
$423K - $464K
19.4K $478K
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.4K
+ 121.93%
$422K - $463K
35.3K $868K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
19.2K
New
$419K - $459K
19.2K $473K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
19.1K
New
$416K - $456K
19.1K $469K
Nov 01, 2023 Q3 2023
Websterrogers Financial Advisors, LLC

BUY
 -
18.7K
+ 9.94%
$408K - $447K
207K $5.09M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
16.4K
+ 17.88%
$358K - $392K
108K $2.66M
Oct 25, 2023 Q3 2023
Planning Center, Inc.

BUY
 -
15.8K
+ 4.1%
$345K - $378K
402K $9.89M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
14.1K
+ 38.37%
$308K - $337K
50.9K $1.25M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
13.2K
+ 62.85%
$288K - $316K
34.2K $842K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
12.8K
+ 25.64%
$278K - $305K
62.6K $1.54M
Nov 30, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
12.4K
+ 29.68%
$271K - $297K
54.3K $1.34M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
12K
New
$261K - $286K
12K $295K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
11.9K
+ 13.03%
$260K - $285K
103K $2.55M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
10.4K
+ 54.91%
$227K - $249K
29.4K $724K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
10.2K
+ 92.56%
$222K - $244K
21.2K $522K
Oct 10, 2023 Q3 2023
Dbk Financial Counsel, LLC

BUY
 -
9.41K
New
$205K - $225K
9.41K $232K
Oct 25, 2023 Q3 2023
Stone Point Wealth LLC

BUY
 -
9.25K
New
$202K - $221K
9.25K $228K
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
8.59K
+ 53.86%
$187K - $205K
24.5K $604K
Oct 26, 2023 Q3 2023
Schoolcraft Capital LLC

Boulder, CO
BUY
 -
8.14K
+ 9.68%
$178K - $194K
92.2K $2.27M

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