Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFSB)

DFSB Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSB) 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
Feb 07, 2024 Q4 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
1.53M
+ 190.6%
N/A
2.34M $0
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
73.4K
New
N/A
73.4K $0
Jan 08, 2024 Q4 2023
Quantum Financial Advisors, LLC

Manhattan Beach, CA
BUY
 -
71.5K
+ 182.48%
N/A
111K $0
Feb 05, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
BUY
 -
14.4K
New
N/A
14.4K $0
Feb 05, 2024 Q4 2023
Concord Wealth Partners

BUY
 -
11.6K
New
N/A
11.6K $0
Jan 08, 2024 Q4 2023
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
9.48K
New
N/A
9.48K $0
Feb 14, 2024 Q4 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
8.28K
New
N/A
8.28K $0
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
8.07K
New
N/A
8.07K $0
Jan 05, 2024 Q4 2023
Apella Capital, LLC

BUY
 -
8.03K
+ 189.79%
N/A
12.3K $0
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
7.3K
+ 13.65%
N/A
60.8K $0
Mar 15, 2024 Q4 2023
Hart & Patterson Financial Group LLC

Amherst, MA
BUY
 -
5.29K
New
N/A
5.29K $0
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
4.83K
New
N/A
4.83K $0
Feb 13, 2024 Q4 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
3.97K
New
N/A
3.97K $0
Jan 25, 2024 Q4 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.85K
+ 2.0%
N/A
196K $0
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
1.97K
+ 38.4%
N/A
7.11K $0
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
1.17K
New
N/A
1.17K $0
Jan 29, 2024 Q4 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
998
+ 34.59%
N/A
3.88K $0
Feb 14, 2024 Q4 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
744
+ 9.17%
N/A
8.86K $0
Jan 23, 2024 Q4 2023
Better Wealth, LLC

BUY
 -
583
+ 4.0%
N/A
15.2K $0
Jan 22, 2024 Q4 2023
Level Financial Advisors, Inc.

BUY
 -
380
+ 9.53%
N/A
4.37K $0
Feb 14, 2024 Q4 2023
Elevate Wealth Advisory, Inc

Athens, GA
BUY
 -
351
New
N/A
351 $0
Apr 22, 2024 Q4 2023
First Purpose Wealth LLC

BUY
 -
250
+ 2.04%
N/A
12.5K $0
Feb 05, 2024 Q4 2023
Orion Capital Management LLC

BUY
 -
77
+ 2.98%
N/A
2.66K $0
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
51
+ 3.62%
N/A
1.46K $0
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

BUY
 -
34
+ 2.54%
N/A
1.37K $0
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
26
New
N/A
26 $0
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
18
+ 15.38%
N/A
135 $0
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
4
+ 0.07%
N/A
5.89K $0
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
N/A
0 $0
Feb 15, 2024 Q4 2023
Life Pro Asset Management

SELL
 -
-180
- 2.91%
N/A
6.01K $0
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

SELL
 -
-184
- 5.55%
N/A
3.13K $0
May 06, 2024 Q4 2023
Di Nuzzo Private Wealth, Inc.

Beaver, PA
SELL
 -
-278
- 1.89%
N/A
14.4K $0
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-1.95K
- 98.88%
N/A
22 $0
Feb 12, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-3.01K
- 99.27%
N/A
22 $0
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4.95K
- 35.29%
N/A
9.08K $0
Jun 06, 2024 Q4 2023
Rw Investment Management LLC

Eagle, ID
SELL
 -
-5.81K
- 28.99%
N/A
14.2K $0
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-68.7K
- 74.42%
N/A
23.6K $0

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