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 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-287- 16.35% |
N/A
|
1.47K
$0
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-309- 0.36% |
N/A
|
85.9K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-546- 0.4% |
N/A
|
135K
$0
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
SELL
|
- |
-862- 1.14% |
N/A
|
75K
$0
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-25.9K- 68.64% |
N/A
|
11.9K
$0
|