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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.4KNew |
$189K - $229K
|
10.4K
$254K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
10.2K+ 53.34% |
$187K - $226K
|
29.3K
$719K
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
9.33KNew |
$171K - $207K
|
9.33K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
8.93K+ 35.75% |
$163K - $198K
|
33.9K
$831K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
7.5K+ 6.01% |
$137K - $166K
|
132K
$3.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
6.56KNew |
$120K - $145K
|
6.56K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
6.52K+ 22.71% |
$119K - $144K
|
35.2K
$863K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
5.85K+ 44.75% |
$107K - $130K
|
18.9K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.48K+ 22.14% |
$100K - $121K
|
30.2K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.67K+ 66.0% |
$85.3K - $103K
|
11.7K
$288K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.03KNew |
$55.4K - $67.1K
|
3.03K
$74.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
2.51K+ 5.92% |
$45.9K - $55.5K
|
44.9K
$1.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.5K+ 323.97% |
$27.4K - $33.2K
|
1.96K
$48.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
682+ 21.27% |
$12.5K - $15.1K
|
3.89K
$95.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
660+ 5.77% |
$12.1K - $14.6K
|
12.1K
$296K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
379+ 0.56% |
$6.93K - $8.39K
|
68.5K
$1.68M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
230New |
$4.21K - $5.09K
|
230
$5.64K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
222New |
$4.06K - $4.92K
|
222
$5.44K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
178New |
$3.26K - $3.94K
|
178
$4.36K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
45New |
$823 - $996
|
45
$1.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.18K- 66.67% |
$39.9K - $48.3K
|
1.09K
$26.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.69K- 2.96% |
$67.5K - $81.7K
|
121K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5.16K- 1.87% |
$94.4K - $114K
|
271K
$6.65M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-11.5K- 13.65% |
$210K - $254K
|
72.6K
$1.78M
|
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-11.9KClosed |
$218K - $263K
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12.1K- 11.51% |
$222K - $268K
|
93.1K
$2.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-12.4K- 45.08% |
$226K - $274K
|
15.1K
$369K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-71.6K- 72.47% |
$1.31M - $1.59M
|
27.2K
$667K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-138K- 71.47% |
$2.53M - $3.06M
|
55.2K
$1.35M
|