Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
957KNew |
$39.7M - $40.8M
|
957K
$39.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
825K+ 163.0% |
$34.3M - $35.1M
|
1.33M
$55.3M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
607K+ 6.5% |
$25.2M - $25.9M
|
9.94M
$413M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
501K+ 36.46% |
$20.8M - $21.4M
|
1.88M
$78M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
452K+ 113.68% |
$18.8M - $19.2M
|
849K
$35.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
417KNew |
$17.3M - $17.8M
|
417K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
326K+ 62.9% |
$13.6M - $13.9M
|
845K
$35.1M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
319K+ 120.94% |
$13.3M - $13.6M
|
583K
$24.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Moller Financial Services
|
BUY
|
- |
318KNew |
$13.2M - $13.5M
|
318K
$13.2M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
304K+ 4.57% |
$12.6M - $12.9M
|
6.95M
$289M
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
287K+ 30.62% |
$11.9M - $12.2M
|
1.23M
$50.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
276KNew |
$11.5M - $11.8M
|
276K
$11.5M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
249K+ 19.8% |
$10.4M - $10.6M
|
1.51M
$62.7M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
229KNew |
$9.51M - $9.75M
|
229K
$9.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
216KNew |
$8.97M - $9.2M
|
216K
$8.97M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
209K+ 10.12% |
$8.66M - $8.88M
|
2.27M
$94.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
168KNew |
$6.97M - $7.14M
|
168K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
123K+ 4.93% |
$5.13M - $5.26M
|
2.63M
$109M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
122K+ 23.12% |
$5.08M - $5.2M
|
651K
$27M
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
116K+ 164.52% |
$4.83M - $4.95M
|
187K
$7.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
109K+ 20.21% |
$4.51M - $4.63M
|
646K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
102K+ 107.55% |
$4.23M - $4.33M
|
196K
$8.16M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
91K+ 70.94% |
$3.78M - $3.88M
|
219K
$9.11M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
88.8K+ 5.36% |
$3.69M - $3.78M
|
1.74M
$72.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
82.8K+ 48.26% |
$3.44M - $3.53M
|
254K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
77.1K+ 193.02% |
$3.2M - $3.29M
|
117K
$4.86M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
75.8K+ 4.56% |
$3.15M - $3.23M
|
1.74M
$72.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75.8K+ 15.93% |
$3.15M - $3.23M
|
552K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
71.9K+ 23.11% |
$2.99M - $3.06M
|
383K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
BUY
|
- |
69.7K+ 37.17% |
$2.9M - $2.97M
|
257K
$10.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68.5K+ 10.82% |
$2.85M - $2.92M
|
702K
$29.2M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
67.1K+ 663.3% |
$2.79M - $2.86M
|
77.2K
$3.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
66.7K+ 7.01% |
$2.77M - $2.84M
|
1.02M
$42.3M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
66.1K+ 16.35% |
$2.75M - $2.82M
|
470K
$19.5M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62K+ 719.52% |
$2.57M - $2.64M
|
70.6K
$2.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.9K+ 29.38% |
$2.57M - $2.64M
|
273K
$11.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
60.6KNew |
$2.52M - $2.58M
|
60.6K
$2.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.8K+ 162.28% |
$2.4M - $2.46M
|
93.4K
$3.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
47.7K+ 53.36% |
$1.98M - $2.03M
|
137K
$5.7M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
47.2K+ 7.4% |
$1.96M - $2.01M
|
684K
$28.4M
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
46.8K+ 11.87% |
$1.94M - $1.99M
|
441K
$18.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
46.3K+ 10.09% |
$1.92M - $1.97M
|
505K
$21M
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
42.4K+ 10.27% |
$1.76M - $1.8M
|
455K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
41.8KNew |
$1.74M - $1.78M
|
41.8K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
40.7KNew |
$1.69M - $1.73M
|
40.7K
$1.69M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
40.4K+ 9.73% |
$1.68M - $1.72M
|
456K
$18.9M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
36.9K+ 346.39% |
$1.53M - $1.57M
|
47.5K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
36.8K+ 5.03% |
$1.53M - $1.57M
|
769K
$31.9M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
36.4K+ 28.62% |
$1.51M - $1.55M
|
164K
$6.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
35.3K+ 40.08% |
$1.47M - $1.5M
|
123K
$5.12M
|