Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.6M+ 3518.99% |
$103M - $124M
|
5.76M
$142M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.19MNew |
$58.3M - $70.6M
|
3.19M
$78.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
813KNew |
$14.9M - $18M
|
813K
$20M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
685KNew |
$12.5M - $15.2M
|
685K
$16.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
658K+ 852.44% |
$12M - $14.6M
|
736K
$18.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
578K+ 173.55% |
$10.6M - $12.8M
|
911K
$22.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
544KNew |
$9.95M - $12M
|
544K
$13.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
438K+ 667.11% |
$8M - $9.69M
|
503K
$12.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
366K+ 301.56% |
$6.69M - $8.09M
|
487K
$12M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
300K+ 97.02% |
$5.49M - $6.64M
|
609K
$15M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
276KNew |
$5.05M - $6.11M
|
276K
$6.79M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
263KNew |
$4.82M - $5.83M
|
263K
$6.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
224KNew |
$4.1M - $4.96M
|
224K
$5.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
171K+ 136.12% |
$3.12M - $3.77M
|
296K
$7.28M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
167K+ 51.55% |
$3.05M - $3.7M
|
491K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
160KNew |
$2.92M - $3.53M
|
160K
$3.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
159KNew |
$2.9M - $3.51M
|
159K
$3.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
145K+ 443.2% |
$2.66M - $3.22M
|
178K
$4.38M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
115K+ 45.63% |
$2.1M - $2.54M
|
366K
$9.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
92.9KNew |
$1.7M - $2.06M
|
92.9K
$2.29M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
90.4K+ 44.59% |
$1.65M - $2M
|
293K
$7.22M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
81.4KNew |
$1.49M - $1.8M
|
81.4K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
59.5KNew |
$1.09M - $1.32M
|
59.5K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
40.8K+ 56.38% |
$746K - $903K
|
113K
$2.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.9K+ 11.18% |
$676K - $818K
|
367K
$9.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 294.11% |
$654K - $792K
|
47.9K
$1.18M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35.4KNew |
$648K - $785K
|
35.4K
$872K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
32.8KNew |
$599K - $725K
|
32.8K
$806K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
31.5K+ 43.66% |
$576K - $698K
|
104K
$2.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5KNew |
$576K - $697K
|
31.5K
$775K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
30.1KNew |
$550K - $666K
|
30.1K
$741K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28.7K+ 47.37% |
$525K - $636K
|
89.3K
$2.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
28K+ 42.89% |
$511K - $619K
|
93.1K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26.1KNew |
$477K - $578K
|
26.1K
$642K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
26.1KNew |
$477K - $577K
|
26.1K
$642K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
25.1KNew |
$459K - $556K
|
25.1K
$618K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
21.9KNew |
$401K - $485K
|
21.9K
$539K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
21.2KNew |
$387K - $468K
|
21.2K
$521K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.7K+ 2420.98% |
$378K - $457K
|
21.5K
$529K
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
19.9K+ 61.37% |
$365K - $441K
|
52.4K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
17.5KNew |
$321K - $388K
|
17.5K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
17.5KNew |
$320K - $388K
|
17.5K
$431K
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
16.9KNew |
$310K - $375K
|
16.9K
$417K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
14KNew |
$256K - $310K
|
14K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.9KNew |
$218K - $264K
|
11.9K
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
11.7KNew |
$215K - $260K
|
11.7K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.3K+ 54.39% |
$208K - $251K
|
32.2K
$793K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
11.2KNew |
$204K - $247K
|
11.2K
$274K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$198K - $239K
|
10.8K
$266K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.4KNew |
$191K - $231K
|
10.4K
$256K
|