Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFIS)

DFIS Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 2024. 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 23, 2025 Q4 2024
Tci Wealth Advisors, Inc.

BUY
 -
189K
+ 17.07%
$4.57M - $5.03M
1.29M $32.5M
Jan 21, 2025 Q4 2024
Eclectic Associates Inc

BUY
 -
159K
+ 342.1%
$3.86M - $4.25M
206K $5.18M
Jan 14, 2025 Q4 2024
Park Avenue Securities LLC

BUY
 -
119K
+ 9.4%
$2.88M - $3.17M
1.38M $34.8M
Jan 16, 2025 Q4 2024
Evanson Asset Management, LLC

BUY
 -
70.4K
+ 6.54%
$1.71M - $1.88M
1.15M $28.9M
Jan 15, 2025 Q4 2024
Total Wealth Planning, LLC

BUY
 -
62.2K
+ 6.53%
$1.51M - $1.66M
1.01M $25.5M
Jan 10, 2025 Q4 2024
Trinity Financial Advisors LLC

BUY
 -
61.3K
+ 113.04%
$1.49M - $1.64M
116K $2.91M
Jan 23, 2025 Q4 2024
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
43.2K
New
$1.05M - $1.15M
43.2K $1.09M
Jan 13, 2025 Q4 2024
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
39.5K
+ 8.93%
$958K - $1.05M
482K $12.1M
Jan 22, 2025 Q4 2024
Jdh Wealth Management, LLC

Santa Rosa, CA
BUY
 -
37.2K
New
$901K - $992K
37.2K $935K
Jan 16, 2025 Q4 2024
Lam Group, Inc.

Lake Oswego, OR
BUY
 -
33.2K
+ 32.21%
$806K - $887K
136K $3.43M
Jan 22, 2025 Q4 2024
Level Financial Advisors, Inc.

BUY
 -
28.3K
+ 23.91%
$687K - $756K
147K $3.69M
Jan 24, 2025 Q4 2024
Pb Mares Wealth Management LLC

BUY
 -
27.7K
+ 51.18%
$673K - $740K
81.9K $2.06M
Jan 24, 2025 Q4 2024
Sutton Place Investors LLC

Katonah, NY
BUY
 -
16.9K
New
$411K - $452K
16.9K $426K
Jan 24, 2025 Q4 2024
Davenport & CO LLC

BUY
 -
16.9K
+ 11.74%
$410K - $452K
161K $4.05M
Jan 23, 2025 Q4 2024
Arcadia Wealth Management, LLC

Manchester, NH
BUY
 -
16.3K
+ 81.99%
$395K - $435K
36.2K $910K
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
14.9K
+ 36.11%
$362K - $399K
56.3K $1.42M
Jan 24, 2025 Q4 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
11.9K
New
$289K - $318K
11.9K $300K
Jan 23, 2025 Q4 2024
Parkwoods Wealth Partners, LLC

Syracuse, NY
BUY
 -
11.7K
+ 156.54%
$283K - $312K
19.2K $482K
Jan 08, 2025 Q4 2024
Collective Family Office LLC

BUY
 -
10.9K
+ 5.83%
$264K - $291K
198K $4.97M
Jan 17, 2025 Q4 2024
Advisory Alpha, LLC

BUY
 -
9.33K
+ 4.29%
$226K - $249K
227K $5.71M
Jan 23, 2025 Q4 2024
Chicago Partners Investment Group LLC

BUY
 -
8.82K
+ 40.19%
$214K - $235K
30.8K $774K
Jan 24, 2025 Q4 2024
Gen Financial Management, Inc.

Plymouth, MN
BUY
 -
8.32K
New
$202K - $222K
8.32K $209K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
8.2K
+ 4.65%
$199K - $219K
184K $4.64M
Jan 22, 2025 Q4 2024
Acorn Creek Capital LLC

Fort Collins, CO
BUY
 -
7.47K
+ 4.52%
$181K - $199K
173K $4.34M
Jan 13, 2025 Q4 2024
Marcum Wealth, LLC

BUY
 -
7.12K
+ 6.06%
$173K - $190K
125K $3.13M
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3.14K
+ 4.96%
$76.2K - $83.9K
66.5K $1.67M
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
2.27K
+ 5.04%
$55.1K - $60.6K
47.3K $1.19M
Jan 22, 2025 Q4 2024
Planning Center, Inc.

BUY
 -
2.07K
+ 0.46%
$50.2K - $55.3K
457K $11.5M
Jan 24, 2025 Q4 2024
Spire Wealth Management

BUY
 -
1.07K
+ 1.05%
$25.9K - $28.5K
102K $2.57M
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
181
New
$4.39K - $4.83K
181 $4.55K
Jan 21, 2025 Q4 2024
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
120
+ 0.64%
$2.91K - $3.2K
19K $477K
Jan 22, 2025 Q4 2024
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
57
+ 0.67%
$1.38K - $1.52K
8.61K $217K
Jan 23, 2025 Q4 2024
Capital Investment Advisory Services, LLC

BUY
 -
4
+ 0.11%
$97 - $107
3.79K $95.4K
Jan 15, 2025 Q4 2024
Andrews, Lucia Wealth Management LLC

BUY
 -
1
+ 0.01%
$24.3 - $26.7
15.3K $384K
Jan 22, 2025 Q4 2024
Integrity Wealth Solutions LLC

Denver, CO
SELL
 -
-56
- 0.04%
$1.36K - $1.5K
125K $3.13M
Jan 13, 2025 Q4 2024
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-133
- 1.13%
$3.23K - $3.55K
11.7K $293K
Jan 13, 2025 Q4 2024
Dbk Financial Counsel, LLC

SELL
 -
-148
- 1.02%
$3.59K - $3.95K
14.4K $361K
Jan 15, 2025 Q4 2024
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-240
- 2.67%
$5.82K - $6.41K
8.75K $220K
Jan 22, 2025 Q4 2024
Di Nuzzo Private Wealth, Inc.

Beaver, PA
SELL
 -
-305
- 0.54%
$7.4K - $8.14K
55.7K $1.4M
Jan 21, 2025 Q4 2024
Fifth Third Bancorp

SELL
 -
-419
- 5.62%
$10.2K - $11.2K
7.03K $177K
Jan 24, 2025 Q4 2024
Five Oceans Advisors

SELL
 -
-815
- 5.85%
$19.8K - $21.8K
13.1K $330K
Jan 13, 2025 Q4 2024
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-1.01K
- 5.78%
$24.5K - $27K
16.5K $415K
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

SELL
 -
-1.54K
- 2.33%
$37.3K - $41.1K
64.5K $1.62M
Jan 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-2.77K
- 10.91%
$67.1K - $73.9K
22.6K $568K
Jan 24, 2025 Q4 2024
Mc Namara Financial Services, Inc.

SELL
 -
-4.84K
- 7.83%
$117K - $129K
57K $1.43M
Jan 14, 2025 Q4 2024
Websterrogers Financial Advisors, LLC

SELL
 -
-6.42K
- 2.3%
$156K - $171K
273K $6.86M
Jan 24, 2025 Q4 2024
Wealthspan Partners, LLC

Davenport, IA
SELL
 -
-9.31K
- 38.09%
$226K - $249K
15.1K $381K

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