Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimen Intl (DFSI)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Intl (DFSI) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMEN INTL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
861KNew |
N/A
|
861K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
367KNew |
N/A
|
367K
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Retirement Solution Inc.
|
BUY
|
- |
366KNew |
N/A
|
366K
$0
|
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
318KNew |
N/A
|
318K
$0
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
254K+ 1303.41% |
N/A
|
274K
$0
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
153KNew |
N/A
|
153K
$0
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
103K+ 294.69% |
N/A
|
137K
$0
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
76.8K+ 99.38% |
N/A
|
154K
$0
|
|
|
Jul 06, 2023
Q1 2023
|
Awm Capital, LLC
|
BUY
|
- |
46.7K+ 334.02% |
N/A
|
60.6K
$0
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
44.4K+ 71.68% |
N/A
|
106K
$0
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
40.7K+ 9.36% |
N/A
|
476K
$0
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
BUY
|
- |
34.6KNew |
N/A
|
34.6K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Better Wealth, LLC
|
BUY
|
- |
31.5KNew |
N/A
|
31.5K
$0
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
26.4KNew |
N/A
|
26.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.9KNew |
N/A
|
22.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.9K+ 251.07% |
N/A
|
29.3K
$0
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
BUY
|
- |
18KNew |
N/A
|
18K
$0
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4KNew |
N/A
|
14.4K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
12.5K+ 49.54% |
N/A
|
37.8K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
11.8K+ 82.04% |
N/A
|
26.2K
$0
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
11.4K+ 35.11% |
N/A
|
43.8K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Aug 10, 2023
Q1 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
9.59K+ 124.57% |
N/A
|
17.3K
$0
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
9.4KNew |
N/A
|
9.4K
$0
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
9.24K+ 115.97% |
N/A
|
17.2K
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.83K+ 101.5% |
N/A
|
17.5K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.43KNew |
N/A
|
8.43K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
7.43KNew |
N/A
|
7.43K
$0
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.24KNew |
N/A
|
7.24K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7.14KNew |
N/A
|
7.14K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
5.83K+ 19.94% |
N/A
|
35.1K
$0
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
4.21KNew |
N/A
|
4.21K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.87K+ 111.93% |
N/A
|
7.32K
$0
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65KNew |
N/A
|
1.65K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$0
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
280+ 1.86% |
N/A
|
15.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
269+ 7.37% |
N/A
|
3.92K
$0
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
242New |
N/A
|
242
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
212New |
N/A
|
212
$0
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
154+ 14.0% |
N/A
|
1.25K
$0
|
|
|
May 08, 2023
Q1 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
92+ 0.65% |
N/A
|
14.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
43+ 0.18% |
N/A
|
23.8K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
35New |
N/A
|
35
$0
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
5+ 0.19% |
N/A
|
2.64K
$0
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.2% |
N/A
|
2K
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-115- 2.62% |
N/A
|
4.27K
$0
|