Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimen Intl (DFSI)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Intl (DFSI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
340K+ 127.84% |
N/A
|
606K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
120KNew |
N/A
|
120K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
87.2K+ 363.08% |
N/A
|
111K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
86.1KNew |
N/A
|
86.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
85.3KNew |
N/A
|
85.3K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
78.9K+ 166.96% |
N/A
|
126K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
73.2K+ 26.87% |
N/A
|
346K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
New Capital Management LP
|
BUY
|
- |
62.4K+ 345.9% |
N/A
|
80.4K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
59.6K+ 344.05% |
N/A
|
77K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.3KNew |
N/A
|
57.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
36.5K+ 7.37% |
N/A
|
531K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
33.6KNew |
N/A
|
33.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
32.9K+ 9.2% |
N/A
|
391K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
27.9K+ 8.24% |
N/A
|
366K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
27.3K+ 170.38% |
N/A
|
43.3K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
16.8K+ 4.39% |
N/A
|
398K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.7K+ 45.75% |
N/A
|
53.2K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Retirement Solution Inc.
|
BUY
|
- |
16.3K+ 4.29% |
N/A
|
398K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
14.8K+ 30.06% |
N/A
|
63.8K
$0
|
|
|
Nov 29, 2023
Q3 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
12.7K+ 1.48% |
N/A
|
872K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
11.8K+ 31.69% |
N/A
|
49K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
9.95KNew |
N/A
|
9.95K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
9.6KNew |
N/A
|
9.6K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
9.02KNew |
N/A
|
9.02K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
8.78KNew |
N/A
|
8.78K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
8.32KNew |
N/A
|
8.32K
$0
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
8.09K+ 21.44% |
N/A
|
45.8K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
7.42KNew |
N/A
|
7.42K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.1K+ 49.68% |
N/A
|
21.4K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.98K+ 21.16% |
N/A
|
40K
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.67K+ 9.96% |
N/A
|
62.6K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
5.2K+ 47.31% |
N/A
|
16.2K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.73K+ 1939.34% |
N/A
|
4.98K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Planning Center, Inc.
|
BUY
|
- |
4.52K+ 3.4% |
N/A
|
137K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
4.19K+ 9.36% |
N/A
|
49K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
3.88K+ 38.38% |
N/A
|
14K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.81K+ 12.08% |
N/A
|
35.3K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
3.69K+ 43.24% |
N/A
|
12.2K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.57K+ 18.89% |
N/A
|
22.4K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3.54K+ 34.77% |
N/A
|
13.7K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.36K+ 21.86% |
N/A
|
18.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.54K+ 11.47% |
N/A
|
24.7K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.48K+ 2.14% |
N/A
|
118K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.82K+ 68.28% |
N/A
|
4.49K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.74K+ 8.38% |
N/A
|
22.4K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.62K+ 20.21% |
N/A
|
9.62K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.17K+ 3.58% |
N/A
|
33.9K
$0
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
943+ 8.1% |
N/A
|
12.6K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
899+ 45.4% |
N/A
|
2.88K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
688+ 9.5% |
N/A
|
7.93K
$0
|