Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Matson Money. Inc.
|
BUY
|
- |
12.3MNew |
$297M - $333M
|
12.3M
$306M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.64M+ 55.91% |
$87.6M - $98.2M
|
10.2M
$252M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
747K+ 3.49% |
$18M - $20.2M
|
22.2M
$550M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
612K+ 102.34% |
$14.7M - $16.5M
|
1.21M
$30M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
362KNew |
$8.7M - $9.75M
|
362K
$8.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
195K+ 21.48% |
$4.7M - $5.27M
|
1.1M
$27.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116K+ 43.92% |
$2.8M - $3.14M
|
381K
$9.45M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
110K+ 9.59% |
$2.66M - $2.98M
|
1.26M
$31.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.2K+ 5.55% |
$1.95M - $2.19M
|
1.54M
$38.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.7K+ 128.82% |
$1.89M - $2.12M
|
140K
$3.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
78.2K+ 7.83% |
$1.88M - $2.11M
|
1.08M
$26.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
78.1K+ 18.15% |
$1.88M - $2.11M
|
508K
$12.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
72.2K+ 19.5% |
$1.74M - $1.95M
|
442K
$11M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
65.1K+ 7.34% |
$1.57M - $1.76M
|
952K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
62.4K+ 6.35% |
$1.5M - $1.68M
|
1.05M
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61K+ 16.67% |
$1.47M - $1.65M
|
427K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
58.9K+ 25.83% |
$1.42M - $1.59M
|
287K
$7.11M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
48.2K+ 30.91% |
$1.16M - $1.3M
|
204K
$5.06M
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
46.6KNew |
$1.12M - $1.26M
|
46.6K
$1.15M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
33.5K+ 161.11% |
$806K - $903K
|
54.3K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
33.3K+ 6.87% |
$802K - $899K
|
519K
$12.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
32.2KNew |
$774K - $868K
|
32.2K
$798K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
31.6K+ 14.43% |
$759K - $851K
|
250K
$6.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
30.7K+ 22.39% |
$738K - $827K
|
168K
$4.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
26.6K+ 28.97% |
$640K - $718K
|
118K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.4K+ 27.36% |
$636K - $712K
|
123K
$3.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.4K+ 173.21% |
$586K - $657K
|
38.4K
$953K
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
23.9K+ 14.67% |
$574K - $644K
|
187K
$4.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.2K+ 100.74% |
$558K - $625K
|
46.2K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
22.4K+ 2.43% |
$539K - $604K
|
945K
$23.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
21.6K+ 21.01% |
$521K - $584K
|
125K
$3.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17.1K+ 6.08% |
$413K - $462K
|
299K
$7.42M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
16.8K+ 21.49% |
$403K - $452K
|
94.7K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 19.41% |
$393K - $440K
|
100K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15.4KNew |
$371K - $416K
|
15.4K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14K+ 17.66% |
$337K - $378K
|
93.4K
$2.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14K+ 10.68% |
$336K - $377K
|
145K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$315K - $354K
|
13.1K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6K+ 113.66% |
$303K - $340K
|
23.7K
$587K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
12.3K+ 17.03% |
$297K - $333K
|
84.8K
$2.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.2K+ 16.65% |
$246K - $275K
|
71.5K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 23.39% |
$241K - $271K
|
52.9K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 47.22% |
$241K - $270K
|
31.2K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.91K+ 1.81% |
$238K - $267K
|
559K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.23K+ 25.22% |
$222K - $249K
|
45.8K
$1.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.99K+ 52.52% |
$216K - $242K
|
26.1K
$647K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.99KNew |
$216K - $242K
|
8.99K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.96K+ 7.45% |
$215K - $242K
|
129K
$3.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
8.87K+ 5.68% |
$214K - $239K
|
165K
$4.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.6K+ 14.24% |
$207K - $232K
|
69K
$1.71M
|