Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 12.76% |
$275K - $325K
|
118K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$270K - $319K
|
13.1K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 297.89% |
$258K - $304K
|
16.8K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.5K+ 24.37% |
$257K - $303K
|
63.8K
$1.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
12.4K+ 24.45% |
$256K - $302K
|
63.4K
$1.6M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
12KNew |
$247K - $292K
|
12K
$303K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12KNew |
$246K - $290K
|
12K
$302K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
BUY
|
- |
12K+ 2.98% |
$246K - $290K
|
414K
$10.4M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
11.9KNew |
$244K - $288K
|
11.9K
$299K
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.4KNew |
$233K - $275K
|
11.4K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$231K - $273K
|
11.3K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
10.9KNew |
$224K - $264K
|
10.9K
$275K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10.8KNew |
$223K - $263K
|
10.8K
$273K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10.5K+ 19.52% |
$215K - $254K
|
64.1K
$1.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
10.3K+ 49.4% |
$212K - $250K
|
31.2K
$786K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.3KNew |
$211K - $248K
|
10.3K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.72K+ 21.22% |
$200K - $235K
|
55.5K
$1.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
9.61K+ 214.7% |
$197K - $233K
|
14.1K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.47KNew |
$195K - $229K
|
9.47K
$239K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.33K+ 2.5% |
$192K - $226K
|
383K
$9.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
8.94K+ 1.98% |
$184K - $217K
|
460K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.31K+ 32.34% |
$171K - $201K
|
34K
$856K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.04KNew |
$145K - $171K
|
7.04K
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
7.03K+ 3.4% |
$144K - $170K
|
214K
$5.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.84K+ 21.07% |
$140K - $166K
|
39.3K
$989K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.33K+ 7.07% |
$130K - $153K
|
95.8K
$2.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.15K+ 20.9% |
$126K - $149K
|
35.6K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
5.84K+ 1.03% |
$120K - $141K
|
573K
$14.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5.76K+ 6.26% |
$118K - $140K
|
97.7K
$2.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.68K+ 16.68% |
$117K - $138K
|
39.7K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5.57K+ 1.91% |
$114K - $135K
|
297K
$7.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
5.43KNew |
$112K - $132K
|
5.43K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.04K+ 14.9% |
$104K - $122K
|
38.9K
$979K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.85K+ 11.08% |
$99.6K - $117K
|
48.6K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.31K+ 142.38% |
$88.7K - $105K
|
7.34K
$185K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.8KNew |
$78.1K - $92.1K
|
3.8K
$95.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.24KNew |
$66.6K - $78.5K
|
3.24K
$81.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.13K+ 1.07% |
$64.2K - $75.7K
|
294K
$7.42M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.74K+ 11.15% |
$56.2K - $66.3K
|
27.3K
$687K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.68K+ 9.33% |
$55.1K - $64.9K
|
31.4K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 5.07% |
$47.1K - $55.5K
|
47.5K
$1.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.16K+ 1.38% |
$44.4K - $52.4K
|
159K
$4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.08KNew |
$42.7K - $50.4K
|
2.08K
$52.4K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.03K+ 262.56% |
$41.7K - $49.1K
|
2.8K
$70.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
2.03K+ 262.56% |
$41.7K - $49.1K
|
2.8K
$70.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.77K+ 3.86% |
$36.3K - $42.8K
|
47.5K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.57K+ 195.03% |
$32.3K - $38K
|
2.38K
$59.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.38K+ 6.81% |
$28.3K - $33.4K
|
21.6K
$544K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.24KNew |
$25.5K - $30.1K
|
1.24K
$31.3K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.03KNew |
$21.1K - $24.9K
|
1.03K
$25.9K
|