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 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-443- 0.62% |
$9.66K - $10.6K
|
71.1K
$1.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-665- 0.69% |
$14.5K - $15.9K
|
95.4K
$2.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-766- 2.38% |
$16.7K - $18.3K
|
31.4K
$769K
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-965- 5.57% |
$21K - $23.1K
|
16.3K
$401K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-971- 0.82% |
$21.2K - $23.2K
|
117K
$2.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.17K- 5.45% |
$25.4K - $27.8K
|
20.2K
$496K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.17K- 3.34% |
$25.4K - $27.9K
|
33.7K
$827K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.19K- 1.75% |
$47.7K - $52.3K
|
123K
$3M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2.44K- 2.39% |
$53.3K - $58.3K
|
99.8K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.58K- 14.69% |
$56.2K - $61.5K
|
15K
$367K
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-3.21K- 2.89% |
$69.9K - $76.6K
|
108K
$2.64M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.43K- 10.6% |
$118K - $130K
|
45.8K
$1.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-7.4K- 17.06% |
$161K - $177K
|
36K
$882K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.1K- 1.41% |
$177K - $194K
|
567K
$13.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-17.5K- 29.47% |
$382K - $418K
|
41.9K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-304K- 25.09% |
$6.63M - $7.26M
|
908K
$22.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-671K- 48.7% |
$14.6M - $16M
|
707K
$17.3M
|