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
Apr 11, 2023 Q1 2023
Lex Aurum Advisors, LLC

BUY
 -
29.7K
New
$1.23M - $1.28M
29.7K $1.23M
Apr 07, 2023 Q1 2023
Divergent Planning, LLC

BUY
 -
26.5K
+ 11.08%
$1.09M - $1.15M
266K $11M
Apr 19, 2023 Q1 2023
Midwest Heritage Bank, Fsb

BUY
 -
25.9K
+ 54.79%
$1.07M - $1.12M
73.1K $3.02M
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
25.6K
+ 2.29%
$1.05M - $1.11M
1.14M $47M
Apr 28, 2023 Q1 2023
Crown Wealth Group, LLC

BUY
 -
24.9K
+ 52.24%
$1.03M - $1.08M
72.5K $2.99M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
23.8K
+ 110.45%
$984K - $1.03M
45.4K $1.87M
May 05, 2023 Q1 2023
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
23.8K
+ 9.25%
$981K - $1.03M
281K $11.6M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
23.7K
+ 3.86%
$977K - $1.02M
637K $26.3M
Apr 21, 2023 Q1 2023
Regal Wealth Group, Inc.

BUY
 -
23.6K
New
$973K - $1.02M
23.6K $973K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
22.8K
+ 12.05%
$942K - $988K
212K $8.76M
Apr 24, 2023 Q1 2023
Meredith Wealth Planning

Maryville, IL
BUY
 -
21.9K
+ 31.01%
$903K - $947K
92.4K $3.81M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
21.4K
New
$884K - $927K
21.4K $884K
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
20.3K
+ 4.18%
$838K - $879K
507K $20.9M
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
20.3K
+ 24.31%
$836K - $877K
104K $4.28M
Apr 27, 2023 Q1 2023
Pb Mares Wealth Management LLC

BUY
 -
18.7K
+ 27.19%
$772K - $810K
87.6K $3.61M
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
18.5K
+ 5.34%
$765K - $802K
366K $15.1M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
18.3K
+ 99.6%
$757K - $793K
36.7K $1.52M
May 03, 2023 Q1 2023
Bay Harbor Wealth Management, LLC

BUY
 -
18.1K
+ 822.92%
$747K - $783K
20.3K $838K
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
18K
+ 10.31%
$743K - $779K
193K $7.95M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
16.5K
New
$682K - $716K
16.5K $682K
Apr 17, 2023 Q1 2023
Core Wealth Management, Inc.

Jupiter, FL
BUY
 -
15.6K
+ 1.52%
$643K - $675K
1.04M $43M
Apr 13, 2023 Q1 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
15.4K
+ 43.5%
$635K - $666K
50.8K $2.1M
May 10, 2023 Q1 2023
Fin Dec Wealth Services, Inc.

Stockton, CA
BUY
 -
13.9K
+ 10.32%
$574K - $602K
149K $6.14M
Apr 04, 2023 Q1 2023
Garrett Investment Advisors LLC

BUY
 -
13.7K
+ 27.42%
$566K - $593K
63.7K $2.63M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
13.5K
New
$556K - $583K
13.5K $556K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
13.4K
+ 99.14%
$554K - $581K
27K $1.11M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
13.3K
+ 17.23%
$549K - $576K
90.5K $3.74M
May 10, 2023 Q1 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
10.5K
New
$435K - $456K
10.5K $435K
May 15, 2023 Q1 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
10.3K
+ 20.27%
$425K - $446K
61.2K $2.52M
Apr 18, 2023 Q1 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
10.1K
+ 16.47%
$419K - $439K
71.7K $2.96M
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
10.1K
+ 36.22%
$417K - $437K
38K $1.57M
May 02, 2023 Q1 2023
Firethorn Wealth Partners, LLC

BUY
 -
9.87K
+ 28.56%
$407K - $427K
44.4K $1.83M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
9.55K
New
$394K - $413K
9.55K $394K
May 05, 2023 Q1 2023
Bcr Wealth Strategies, LLC

BUY
 -
9.42K
+ 2.1%
$389K - $407K
459K $18.9M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
8.96K
+ 37.73%
$370K - $388K
32.7K $1.35M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
8.85K
+ 3701.26%
$365K - $383K
9.09K $375K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
8.66K
+ 169.12%
$357K - $375K
13.8K $569K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
8.37K
New
$345K - $362K
8.37K $345K
Apr 25, 2023 Q1 2023
Applied Capital LLC

BUY
 -
7.76K
+ 17.3%
$320K - $336K
52.6K $2.17M
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

BUY
 -
7.57K
+ 23.9%
$312K - $328K
39.2K $1.62M
Apr 27, 2023 Q1 2023
Matisse Capital

BUY
 -
7.2K
New
$297K - $312K
7.2K $297K
May 05, 2023 Q1 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
7.08K
+ 1.5%
$292K - $306K
479K $19.8M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
6.46K
New
$266K - $279K
6.46K $266K
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
6.43K
+ 38.6%
$265K - $278K
23.1K $953K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
6.16K
New
$254K - $267K
6.16K $254K
May 12, 2023 Q1 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
6.14K
New
$253K - $266K
6.14K $253K
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
6.06K
New
$250K - $262K
6.06K $250K
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
6.05K
+ 12.38%
$250K - $262K
54.9K $2.27M
Apr 19, 2023 Q1 2023
Better Wealth, LLC

BUY
 -
5.39K
+ 1.62%
$222K - $233K
337K $13.9M

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