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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
35.1K+ 8.14% |
$1.46M - $1.5M
|
467K
$19.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
34.9KNew |
$1.45M - $1.49M
|
34.9K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
34.5K+ 22.51% |
$1.44M - $1.47M
|
188K
$7.81M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
34.2K+ 2.97% |
$1.42M - $1.46M
|
1.18M
$49.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
34KNew |
$1.41M - $1.45M
|
34K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
33.6K+ 6.3% |
$1.39M - $1.43M
|
566K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
32.7K+ 4.41% |
$1.36M - $1.39M
|
774K
$32.2M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
29K+ 1.78% |
$1.2M - $1.24M
|
1.66M
$68.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
28.6K+ 3.67% |
$1.19M - $1.22M
|
807K
$33.5M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
26.8K+ 4.44% |
$1.11M - $1.14M
|
631K
$26.2M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
26.4K+ 11.15% |
$1.1M - $1.13M
|
264K
$11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.2K+ 44.43% |
$1.09M - $1.11M
|
85K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
25.7KNew |
$1.07M - $1.1M
|
25.7K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24.4K+ 22.88% |
$1.01M - $1.04M
|
131K
$5.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
24.3K+ 16.08% |
$1.01M - $1.03M
|
175K
$7.28M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
24.3K+ 8.58% |
$1.01M - $1.03M
|
307K
$12.8M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.1K+ 6.72% |
$999K - $1.02M
|
382K
$15.9M
|
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
20.9K+ 89.04% |
$869K - $891K
|
44.4K
$1.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
20.6K+ 7.11% |
$856K - $878K
|
311K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 66.74% |
$832K - $853K
|
50K
$2.08M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.1K+ 27.0% |
$793K - $813K
|
89.8K
$3.73M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
19K+ 5.01% |
$788K - $808K
|
397K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.2K+ 51.28% |
$714K - $733K
|
50.7K
$2.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
16.9K+ 114.39% |
$702K - $720K
|
31.7K
$1.32M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.5K+ 4.53% |
$687K - $704K
|
382K
$15.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.4K+ 19.86% |
$683K - $700K
|
99.2K
$4.12M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
16.1K+ 25.55% |
$670K - $687K
|
79.2K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16K+ 123.49% |
$665K - $682K
|
29K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
15.4KNew |
$641K - $657K
|
15.4K
$641K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
15.4K+ 51.99% |
$640K - $657K
|
45.1K
$1.87M
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
15K+ 4.26% |
$623K - $638K
|
367K
$15.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14.9K+ 8.81% |
$620K - $636K
|
184K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
14.3KNew |
$596K - $611K
|
14.3K
$596K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.2K+ 246.73% |
$591K - $607K
|
20K
$831K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14.2K+ 7.69% |
$589K - $604K
|
198K
$8.24M
|
|
|
Apr 09, 2024
Q1 2024
|
New Capital Management LP
|
BUY
|
- |
14.2K+ 6.11% |
$588K - $603K
|
246K
$10.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
14K+ 3.37% |
$583K - $597K
|
430K
$17.9M
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
13.7K+ 18.81% |
$568K - $583K
|
86.4K
$3.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.3K+ 15.02% |
$554K - $568K
|
102K
$4.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.1K+ 11.21% |
$543K - $557K
|
130K
$5.39M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13K+ 35.87% |
$539K - $553K
|
49.2K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12.1K+ 7.24% |
$503K - $516K
|
180K
$7.46M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.8K+ 32.82% |
$491K - $504K
|
47.9K
$1.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.6K+ 148.57% |
$481K - $493K
|
19.4K
$804K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
11.4K+ 8.36% |
$473K - $485K
|
148K
$6.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
11.3K+ 172.2% |
$471K - $483K
|
17.9K
$744K
|
|
|
Apr 05, 2024
Q1 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
11.3K+ 1650.36% |
$470K - $482K
|
12K
$498K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 10.54% |
$464K - $476K
|
117K
$4.87M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
10.6K+ 11.64% |
$440K - $452K
|
102K
$4.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
10K+ 1.48% |
$416K - $426K
|
685K
$28.5M
|