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 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.2K- 43.03% |
$221K - $248K
|
12.2K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11K- 33.37% |
$264K - $296K
|
21.9K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-14.5K- 3.5% |
$348K - $391K
|
399K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 3.9% |
$365K - $409K
|
374K
$9.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.8K- 14.64% |
$380K - $426K
|
92.1K
$2.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 8.24% |
$453K - $508K
|
210K
$5.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.2K- 4.24% |
$535K - $600K
|
502K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 70.87% |
$620K - $696K
|
10.6K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.4K- 56.18% |
$683K - $765K
|
22.1K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 48.15% |
$1.09M - $1.22M
|
48.7K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-129K- 3.11% |
$3.11M - $3.48M
|
4.02M
$99.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-435K- 16.66% |
$10.5M - $11.7M
|
2.18M
$53.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.67M- 94.4% |
$40.3M - $45.1M
|
99.3K
$2.46M
|