Purchases and Sales Made in Q1 2022 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2022. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
909K+ 13237.97% |
$41.6M - $45.3M
|
916K
$37.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
300K+ 261.79% |
$13.7M - $14.9M
|
414K
$17.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Chico Wealth Ria
|
BUY
|
- |
293KNew |
$13.4M - $14.6M
|
293K
$12.1M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
264K+ 227.02% |
$12.1M - $13.2M
|
381K
$15.7M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
245K+ 338.22% |
$11.2M - $12.2M
|
318K
$13.1M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
187K+ 484.56% |
$8.57M - $9.33M
|
226K
$9.32M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
161KNew |
$7.36M - $8M
|
161K
$6.63M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
135KNew |
$6.16M - $6.7M
|
135K
$5.55M
|
|
|
May 12, 2022
Q1 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
101KNew |
$4.63M - $5.04M
|
101K
$4.18M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
75.8K+ 303.68% |
$3.47M - $3.77M
|
101K
$4.16M
|
|
|
May 10, 2022
Q1 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
57.2K+ 15.5% |
$2.62M - $2.85M
|
426K
$17.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
47.8KNew |
$2.19M - $2.38M
|
47.8K
$1.97M
|
|
|
Apr 28, 2022
Q1 2022
|
Applied Capital LLC
|
BUY
|
- |
17.2KNew |
$788K - $857K
|
17.2K
$710K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
15.4KNew |
$707K - $769K
|
15.4K
$637K
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.2K+ 9.4% |
$648K - $705K
|
165K
$6.8M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
12.5KNew |
$571K - $621K
|
12.5K
$514K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
12.2KNew |
$561K - $610K
|
12.2K
$505K
|
|
|
Apr 27, 2022
Q1 2022
|
Shearwater Capital LLC
|
BUY
|
- |
8.14KNew |
$373K - $406K
|
8.14K
$336K
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.81KNew |
$266K - $289K
|
5.81K
$240K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.6KNew |
$256K - $279K
|
5.6K
$231K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5.14KNew |
$236K - $256K
|
5.14K
$212K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
BUY
|
- |
4.89KNew |
$224K - $244K
|
4.89K
$202K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.58K+ 5418.18% |
$164K - $178K
|
3.64K
$150K
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.37K+ 29.66% |
$154K - $168K
|
14.7K
$608K
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
2.86K+ 1.22% |
$131K - $143K
|
237K
$9.79M
|
|
|
May 26, 2022
Q1 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.53K+ 37.71% |
$70.1K - $76.3K
|
5.59K
$231K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
71New |
$3.25K - $3.54K
|
71
$2.93K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
61New |
$2.79K - $3.04K
|
61
$2.52K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-953Closed |
$43.7K - $47.5K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Applied Capital LLC
|
SELL
|
- |
-10.3KClosed |
$471K - $513K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.6K- 8.25% |
$714K - $777K
|
173K
$7.15M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-19.3KClosed |
$885K - $963K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-20.2K- 6.44% |
$924K - $1M
|
293K
$12.1M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-21.8KClosed |
$1M - $1.09M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34.4KClosed |
$1.58M - $1.72M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-161KClosed |
$7.39M - $8.04M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-200KClosed |
$9.16M - $9.96M
|
0
$0
|