Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFIS)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
8.07K+ 9.9% |
$176K - $193K
|
89.5K
$2.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.39K+ 8.46% |
$161K - $176K
|
94.7K
$2.32M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
6.5K+ 1780.55% |
$142K - $155K
|
6.86K
$168K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.47K+ 13.71% |
$141K - $154K
|
53.6K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.17K+ 1.98% |
$135K - $147K
|
318K
$7.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.06K+ 23.88% |
$132K - $145K
|
31.4K
$770K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.6K+ 12.26% |
$122K - $134K
|
51.3K
$1.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5.03K+ 18.33% |
$110K - $120K
|
32.4K
$795K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.82K+ 11.94% |
$105K - $115K
|
45.2K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.48KNew |
$97.6K - $107K
|
4.48K
$110K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4.47K+ 27.23% |
$97.4K - $107K
|
20.9K
$512K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.13K+ 4920.24% |
$90.1K - $98.7K
|
4.22K
$103K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.07K+ 43.89% |
$88.7K - $97.2K
|
13.3K
$327K
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
3.95K+ 7.59% |
$86.1K - $94.3K
|
55.9K
$1.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.91K+ 20.93% |
$85.3K - $93.4K
|
22.6K
$554K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3.45K+ 31.6% |
$75.3K - $82.5K
|
14.4K
$352K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3.4K+ 1.18% |
$74.1K - $81.1K
|
291K
$7.14M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.12KNew |
$68K - $74.4K
|
3.12K
$76.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 6.02% |
$63.4K - $69.5K
|
51.2K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.76K+ 1.79% |
$60.1K - $65.8K
|
157K
$3.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.52K+ 57.81% |
$54.9K - $60.1K
|
6.87K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.5K+ 7.96% |
$54.4K - $59.6K
|
33.8K
$829K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
2.44K+ 7.71% |
$53.2K - $58.2K
|
34.1K
$835K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.4K+ 220.18% |
$52.3K - $57.3K
|
3.49K
$85.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.7K+ 7.08% |
$37.1K - $40.6K
|
25.7K
$629K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.69KNew |
$36.8K - $40.3K
|
1.69K
$41.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
1.56K+ 13.34% |
$34K - $37.2K
|
13.2K
$324K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.29KNew |
$28K - $30.7K
|
1.29K
$31.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
990+ 0.34% |
$21.6K - $23.7K
|
291K
$7.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
961+ 3.46% |
$21K - $23K
|
28.7K
$704K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
955+ 2.23% |
$20.8K - $22.8K
|
43.7K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
846+ 6.96% |
$18.5K - $20.2K
|
13K
$319K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
750+ 5.95% |
$16.4K - $17.9K
|
13.4K
$328K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
467New |
$10.2K - $11.2K
|
467
$11.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
432+ 4.37% |
$9.42K - $10.3K
|
10.3K
$253K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
312+ 67.83% |
$6.8K - $7.45K
|
772
$18.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
312+ 67.83% |
$6.8K - $7.45K
|
772
$18.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
253+ 6.51% |
$5.52K - $6.04K
|
4.14K
$102K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
121+ 0.58% |
$2.64K - $2.89K
|
21.1K
$517K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
95New |
$2.07K - $2.27K
|
95
$2.33K
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
80+ 0.58% |
$1.74K - $1.91K
|
13.9K
$341K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
55+ 0.28% |
$1.2K - $1.31K
|
19.7K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34New |
$742 - $812
|
34
$833
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$436 - $478
|
20
$490
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$262 - $287
|
12
$294
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-82- 0.68% |
$1.79K - $1.96K
|
11.9K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-82- 9.95% |
$1.79K - $1.96K
|
742
$18.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-145- 4.86% |
$3.16K - $3.46K
|
2.84K
$69.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-255- 38.64% |
$5.56K - $6.09K
|
405
$9.93K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-423- 1.76% |
$9.23K - $10.1K
|
23.6K
$579K
|