Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimen Intl (DFSI)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Intl (DFSI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
N/A
|
100
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
39+ 1.0% |
N/A
|
3.96K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 1.02% |
N/A
|
2.67K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 1.0% |
N/A
|
2.02K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 0.83% |
N/A
|
244
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-210- 1.77% |
N/A
|
11.6K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-655- 2.48% |
N/A
|
25.8K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-1.76K- 1.31% |
N/A
|
133K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.79K- 0.21% |
N/A
|
859K
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.8K- 10.65% |
N/A
|
99.4K
$0
|