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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
8.33K+ 3.98% |
$200K - $225K
|
218K
$5.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.31K+ 41.68% |
$200K - $224K
|
28.2K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.28K+ 14.33% |
$199K - $223K
|
66.1K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.23KNew |
$198K - $222K
|
8.23K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.21K+ 9.72% |
$198K - $222K
|
92.7K
$2.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.14KNew |
$196K - $220K
|
8.14K
$203K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.62K+ 16.37% |
$183K - $206K
|
54.2K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.47KNew |
$180K - $201K
|
7.47K
$186K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.41K+ 9.58% |
$178K - $200K
|
84.7K
$2.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.92K+ 65.43% |
$167K - $187K
|
17.5K
$437K
|
|
|
Oct 07, 2024
Q3 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.52K+ 5.35% |
$157K - $176K
|
129K
$3.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
6.51K+ 4.73% |
$157K - $175K
|
144K
$3.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.42K+ 21.1% |
$154K - $173K
|
36.8K
$920K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.25K+ 22.17% |
$126K - $142K
|
28.9K
$722K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.95K+ 164833.33% |
$119K - $133K
|
4.95K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.86K+ 11.17% |
$117K - $131K
|
48.4K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.46K+ 7.39% |
$107K - $120K
|
64.9K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.29K+ 3.28% |
$103K - $116K
|
135K
$3.37M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.25K+ 0.9% |
$102K - $114K
|
477K
$11.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4.24K+ 3.75% |
$102K - $114K
|
117K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 24.26% |
$99.1K - $111K
|
21.1K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.73K+ 1.54% |
$89.7K - $101K
|
246K
$6.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3.51K+ 3.59% |
$84.5K - $94.7K
|
101K
$2.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
3.36K+ 10.54% |
$80.7K - $90.5K
|
35.2K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.26K+ 11.22% |
$78.4K - $87.9K
|
32.3K
$807K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.25K+ 5.41% |
$78.2K - $87.7K
|
63.3K
$1.58M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.23K+ 2.56% |
$77.7K - $87.1K
|
129K
$3.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
BUY
|
- |
3.13K+ 0.69% |
$75.3K - $84.4K
|
454K
$11.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.12K+ 3.64% |
$75.1K - $84.2K
|
89K
$2.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.95K+ 7.68% |
$71K - $79.6K
|
41.4K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.86K+ 6.33% |
$68.9K - $77.2K
|
48.1K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2.77K+ 59.28% |
$66.7K - $74.8K
|
7.45K
$186K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.53K+ 7.39% |
$60.8K - $68.1K
|
36.7K
$916K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.24K+ 11.94% |
$54K - $60.5K
|
21K
$525K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.24K+ 12.01% |
$53.8K - $60.3K
|
20.8K
$520K
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.22K+ 2.8% |
$53.5K - $59.9K
|
81.5K
$2.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.19KNew |
$52.7K - $59.1K
|
2.19K
$54.7K
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.01K+ 16.04% |
$48.2K - $54.1K
|
14.5K
$362K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$46.1K - $51.7K
|
1.92K
$47.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 1.16% |
$36.5K - $40.9K
|
132K
$3.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.39K+ 9.18% |
$33.5K - $37.6K
|
16.6K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.24K+ 4.71% |
$29.7K - $33.3K
|
27.5K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.17K+ 0.38% |
$28.1K - $31.5K
|
310K
$7.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
991+ 0.69% |
$23.8K - $26.7K
|
144K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
973+ 1.93% |
$23.4K - $26.2K
|
51.4K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
917+ 0.52% |
$22.1K - $24.7K
|
176K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
818+ 0.83% |
$19.7K - $22.1K
|
99.8K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
800New |
$19.2K - $21.6K
|
800
$20K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
751+ 1.09% |
$18.1K - $20.3K
|
69.8K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
659+ 25.83% |
$15.9K - $17.8K
|
3.21K
$80.1K
|