Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Core Fxd In (DFCF)

DFCF Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2023. 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 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
9.63M
New
$397M - $417M
9.63M $397M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.47M
+ 8853.96%
$60.6M - $63.5M
1.49M $61.3M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1.08M
New
$44.7M - $46.9M
1.08M $44.7M
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
1.03M
New
$42.6M - $44.7M
1.03M $42.6M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
628K
New
$25.9M - $27.2M
628K $25.9M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
600K
New
$24.8M - $26M
600K $24.8M
May 12, 2023 Q1 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
592K
New
$24.4M - $25.6M
592K $24.4M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
574K
+ 2464.34%
$23.7M - $24.8M
597K $24.6M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
392K
+ 120.87%
$16.2M - $17M
717K $29.6M
May 05, 2023 Q1 2023
Mattern Wealth Management LLC

BUY
 -
271K
+ 1630.08%
$11.2M - $11.7M
288K $11.9M
May 08, 2023 Q1 2023
Truepoint, Inc.

BUY
 -
238K
+ 2.56%
$9.84M - $10.3M
9.55M $394M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
190K
New
$7.85M - $8.23M
190K $7.85M
Apr 25, 2023 Q1 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
184K
+ 33.14%
$7.6M - $7.97M
740K $30.5M
Apr 18, 2023 Q1 2023
Market Street Wealth Management Advisors LLC

BUY
 -
146K
+ 19.53%
$6.04M - $6.34M
897K $37M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
144K
New
$5.94M - $6.23M
144K $5.94M
Jun 06, 2024 Q1 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
135K
+ 31.88%
$5.57M - $5.84M
558K $23M
May 09, 2023 Q1 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
125K
+ 1586.19%
$5.16M - $5.41M
133K $5.49M
May 04, 2023 Q1 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
101K
+ 49.07%
$4.17M - $4.37M
307K $12.7M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
98.9K
+ 553.13%
$4.08M - $4.28M
117K $4.82M
May 03, 2023 Q1 2023
Aveo Capital Partners, LLC

BUY
 -
98K
+ 35.21%
$4.04M - $4.24M
376K $15.5M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
95.3K
+ 68.88%
$3.93M - $4.12M
234K $9.64M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
92.8K
New
$3.83M - $4.01M
92.8K $3.83M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
85.1K
+ 224.04%
$3.51M - $3.68M
123K $5.08M
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
75.9K
+ 24.25%
$3.13M - $3.28M
389K $16M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
70.5K
+ 168.24%
$2.91M - $3.05M
112K $4.64M
May 05, 2023 Q1 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
68.9K
+ 47.84%
$2.84M - $2.98M
213K $8.79M
May 12, 2023 Q1 2023
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
66.2K
+ 98.81%
$2.73M - $2.86M
133K $5.5M
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
59K
+ 227.73%
$2.43M - $2.55M
84.8K $3.5M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
56.7K
+ 31.6%
$2.34M - $2.46M
236K $9.75M
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
52.6K
+ 12.41%
$2.17M - $2.28M
477K $19.7M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
52.5K
New
$2.17M - $2.27M
52.5K $2.17M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
52.4K
+ 12.64%
$2.16M - $2.27M
467K $19.3M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
51.2K
+ 5.07%
$2.11M - $2.22M
1.06M $43.8M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
50.4K
+ 51.11%
$2.08M - $2.18M
149K $6.15M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
49.7K
+ 85.94%
$2.05M - $2.15M
108K $4.44M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
48.6K
+ 19.04%
$2.01M - $2.1M
304K $12.5M
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
45.2K
New
$1.87M - $1.96M
45.2K $1.87M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
43.8K
+ 318.12%
$1.81M - $1.9M
57.6K $2.38M
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
41.3K
+ 17.51%
$1.71M - $1.79M
277K $11.4M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
40.3K
+ 382.68%
$1.66M - $1.74M
50.8K $2.1M
May 12, 2023 Q1 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
39.9K
+ 2.5%
$1.64M - $1.72M
1.63M $67.4M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
36.8K
+ 28.98%
$1.52M - $1.59M
164K $6.76M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
36.4K
+ 12.82%
$1.5M - $1.57M
320K $13.2M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
36.3K
New
$1.5M - $1.57M
36.3K $1.5M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
36.2K
+ 15.22%
$1.49M - $1.57M
274K $11.3M
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
33.4K
+ 19.71%
$1.38M - $1.45M
203K $8.37M
Apr 21, 2023 Q1 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
31.9K
New
$1.32M - $1.38M
31.9K $1.32M
May 15, 2023 Q1 2023
Wespac Advisors So Cal, LLC

BUY
 -
30.8K
+ 140.78%
$1.27M - $1.33M
52.6K $2.17M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
30.5K
New
$1.26M - $1.32M
30.5K $1.26M

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