Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
805+ 6.72% |
$16.5K - $19.5K
|
12.8K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
655+ 15.81% |
$13.5K - $15.9K
|
4.8K
$121K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
574New |
$11.8K - $13.9K
|
574
$14.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
503+ 3.87% |
$10.3K - $12.2K
|
13.5K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
479+ 2.47% |
$9.84K - $11.6K
|
19.9K
$501K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
471+ 6.85% |
$9.68K - $11.4K
|
7.34K
$185K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
427+ 2.78% |
$8.77K - $10.3K
|
15.8K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
370+ 13.05% |
$7.6K - $8.97K
|
3.21K
$80.8K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
148+ 0.44% |
$3.04K - $3.59K
|
33.9K
$853K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
138+ 0.65% |
$2.84K - $3.34K
|
21.2K
$535K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
119+ 1.29% |
$2.45K - $2.88K
|
9.37K
$236K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
110+ 0.35% |
$2.26K - $2.67K
|
31.5K
$793K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
39+ 0.57% |
$801 - $945
|
6.9K
$174K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
33+ 0.15% |
$678 - $800
|
22.6K
$570K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
29New |
$596 - $703
|
29
$731
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
26New |
$534 - $630
|
26
$655
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
14+ 0.1% |
$288 - $339
|
13.9K
$350K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 100.0% |
$247 - $291
|
24
$605
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.04% |
$103 - $121
|
13.2K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-12- 0.93% |
$247 - $291
|
1.27K
$32.1K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-76- 0.64% |
$1.56K - $1.84K
|
11.8K
$298K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-151- 55.51% |
$3.1K - $3.66K
|
121
$3.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-386- 82.66% |
$7.93K - $9.35K
|
81
$2.04K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-405Closed |
$8.32K - $9.81K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 0.48% |
$23.1K - $27.3K
|
232K
$5.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.39K- 2.49% |
$28.6K - $33.8K
|
54.5K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.59K- 4.52% |
$32.8K - $38.6K
|
33.7K
$848K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 68.77% |
$49.3K - $58.2K
|
1.09K
$27.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.1K- 23.19% |
$63.7K - $75.1K
|
10.3K
$259K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-3.16K- 19.34% |
$65K - $76.6K
|
13.2K
$332K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.26K- 4.59% |
$67K - $79K
|
67.9K
$1.71M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-5.87K- 10.37% |
$121K - $142K
|
50.8K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-6.53K- 33.06% |
$134K - $158K
|
13.2K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-7.84K- 2.71% |
$161K - $190K
|
282K
$7.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.37K- 7.16% |
$172K - $203K
|
108K
$2.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10.9K- 11.41% |
$224K - $264K
|
84.5K
$2.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-16.1K- 17.46% |
$331K - $390K
|
76.1K
$1.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20.9K- 19.37% |
$429K - $506K
|
87K
$2.19M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-26.5K- 68.85% |
$544K - $641K
|
12K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.1K- 98.02% |
$681K - $803K
|
668
$16.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-36.1K- 8.62% |
$742K - $874K
|
383K
$9.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.5K- 43.95% |
$934K - $1.1M
|
58K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-57.1K- 59.89% |
$1.17M - $1.38M
|
38.2K
$963K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-66.9K- 14.16% |
$1.38M - $1.62M
|
406K
$10.2M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-79.3K- 55.42% |
$1.63M - $1.92M
|
63.8K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-389K- 42.8% |
$7.99M - $9.42M
|
519K
$13.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-500K- 70.7% |
$10.3M - $12.1M
|
207K
$5.22M
|