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 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.72KNew |
$404K - $414K
|
9.72K
$404K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.65K+ 50.42% |
$401K - $411K
|
28.8K
$1.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
9.63K+ 15.24% |
$400K - $410K
|
72.8K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.35K+ 154.51% |
$388K - $398K
|
15.4K
$640K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.9K+ 29.87% |
$370K - $379K
|
38.7K
$1.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.68KNew |
$360K - $370K
|
8.68K
$360K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.57KNew |
$356K - $365K
|
8.57K
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.54K+ 35.81% |
$355K - $364K
|
32.4K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.54K+ 10.41% |
$355K - $364K
|
90.6K
$3.76M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
8.24KNew |
$342K - $351K
|
8.24K
$342K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.11K+ 4.3% |
$337K - $346K
|
197K
$8.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
7.75KNew |
$322K - $330K
|
7.75K
$322K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
7.55KNew |
$314K - $322K
|
7.55K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.3K+ 17.04% |
$303K - $311K
|
50.1K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
7.03K+ 36.9% |
$292K - $299K
|
26.1K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.02K+ 131.11% |
$291K - $299K
|
12.4K
$514K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
7KNew |
$291K - $298K
|
7K
$291K
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
6.84K+ 7.57% |
$284K - $291K
|
97.1K
$4.04M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.8K+ 3.35% |
$282K - $290K
|
209K
$8.7M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.51KNew |
$270K - $277K
|
6.51K
$270K
|
|
|
May 09, 2024
Q1 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
6.39K+ 43.76% |
$265K - $272K
|
21K
$872K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.16KNew |
$256K - $262K
|
6.16K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.1KNew |
$253K - $260K
|
6.1K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.85K+ 16.12% |
$243K - $249K
|
42.1K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.78K+ 12.73% |
$240K - $246K
|
51.2K
$2.13M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.73KNew |
$238K - $244K
|
5.73K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
5.61K+ 6.29% |
$233K - $239K
|
94.9K
$3.94M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.45KNew |
$227K - $232K
|
5.45K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
5.14K+ 37.25% |
$214K - $219K
|
18.9K
$787K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
5.1KNew |
$212K - $217K
|
5.1K
$212K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.07K+ 9.48% |
$211K - $216K
|
58.6K
$2.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
4.81K+ 6.36% |
$200K - $205K
|
80.5K
$3.34M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.56K+ 512.36% |
$189K - $194K
|
5.45K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.51K+ 7.84% |
$187K - $192K
|
62K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.51K+ 19.07% |
$187K - $192K
|
28.1K
$1.17M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.88K+ 4.76% |
$161K - $165K
|
85.4K
$3.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.81K+ 29.25% |
$158K - $162K
|
16.8K
$699K
|
|
|
Apr 04, 2024
Q1 2024
|
Shearwater Capital LLC
|
BUY
|
- |
3.79K+ 12.8% |
$158K - $162K
|
33.4K
$1.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.57K+ 2.88% |
$148K - $152K
|
127K
$5.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.31K+ 555.87% |
$138K - $141K
|
3.91K
$162K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.2K+ 8.57% |
$133K - $136K
|
40.6K
$1.68M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3K+ 3.32% |
$125K - $128K
|
93.2K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.87K+ 33.82% |
$119K - $122K
|
11.4K
$472K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.8K+ 1.42% |
$116K - $119K
|
199K
$8.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.73K+ 1.65% |
$113K - $116K
|
168K
$6.97M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.7K+ 1.66% |
$112K - $115K
|
165K
$6.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.68K+ 7.0% |
$111K - $114K
|
41K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
2.65K+ 14.02% |
$110K - $113K
|
21.6K
$895K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.58K+ 4.61% |
$107K - $110K
|
58.6K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.42K+ 1.06% |
$101K - $103K
|
231K
$9.58M
|