Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimen Intl (DFSI)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimen Intl (DFSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
2.41K+ 16.5% |
N/A
|
17K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.3K+ 5.31% |
N/A
|
45.6K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
2.25K+ 10.52% |
N/A
|
23.6K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.43K+ 4.21% |
N/A
|
35.3K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Northland Capital Management LLC
|
BUY
|
- |
1.17K+ 2.41% |
N/A
|
49.6K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
750+ 5.36% |
N/A
|
14.7K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
687New |
N/A
|
687
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
623New |
N/A
|
623
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
499+ 1.35% |
N/A
|
37.4K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
426+ 8.56% |
N/A
|
5.4K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
394New |
N/A
|
394
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
331+ 3.67% |
N/A
|
9.35K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
294+ 134.25% |
N/A
|
513
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
287+ 19.55% |
N/A
|
1.76K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
265+ 8.61% |
N/A
|
3.34K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
225+ 1.2% |
N/A
|
18.9K
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
215+ 58.9% |
N/A
|
580
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
196+ 15.79% |
N/A
|
1.44K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69+ 0.31% |
N/A
|
22.5K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
30+ 0.5% |
N/A
|
6.07K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.48% |
N/A
|
4K
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
13.9K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-68- 0.33% |
N/A
|
20.3K
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-78- 0.57% |
N/A
|
13.6K
$0
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-222- 0.75% |
N/A
|
29.5K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-636- 1.3% |
N/A
|
48.3K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-809- 4.37% |
N/A
|
17.7K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-892- 19.85% |
N/A
|
3.6K
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.74K- 82.74% |
N/A
|
362
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.94K- 95.61% |
N/A
|
89
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2K- 84.67% |
N/A
|
362
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.29K- 13.32% |
N/A
|
21.4K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-4.73K- 25.36% |
N/A
|
13.9K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.7K- 26.57% |
N/A
|
15.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-17.4K- 20.33% |
N/A
|
68K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-36.2K- 46.99% |
N/A
|
40.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-228K- 72.8% |
N/A
|
85.2K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
SELL
|
- |
-281K- 46.34% |
N/A
|
325K
$0
|