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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.33K+ 3.88% |
$96.7K - $99.1K
|
62.3K
$2.59M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.3K+ 3.0% |
$95.4K - $97.9K
|
78.9K
$3.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.27K+ 11.46% |
$94.3K - $96.7K
|
22.1K
$918K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.03KNew |
$84.2K - $86.3K
|
2.03K
$84.2K
|
|
|
Dec 31, 2024
Q1 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.99K+ 23.16% |
$82.5K - $84.6K
|
10.6K
$438K
|
|
|
Apr 29, 2024
Q1 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
1.77K+ 17.95% |
$73.6K - $75.4K
|
11.6K
$483K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.77K+ 1.43% |
$73.5K - $75.4K
|
126K
$5.23M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.76K+ 9.55% |
$72.9K - $74.8K
|
20.1K
$837K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.71K+ 6.63% |
$70.9K - $72.7K
|
27.4K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
1.63K+ 2.31% |
$67.7K - $69.4K
|
72.2K
$3M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.56K+ 3.77% |
$65K - $66.6K
|
43.1K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1.54K+ 0.85% |
$64.1K - $65.7K
|
184K
$7.63M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.42K+ 12.53% |
$58.8K - $60.3K
|
12.7K
$528K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.32K+ 0.45% |
$54.7K - $56.1K
|
293K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.3K+ 8.43% |
$54K - $55.4K
|
16.7K
$694K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21KNew |
$50.1K - $51.3K
|
1.21K
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.12K+ 0.35% |
$46.7K - $47.9K
|
324K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.02K+ 7.09% |
$42.5K - $43.6K
|
15.5K
$643K
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1K+ 48.31% |
$41.5K - $42.6K
|
3.07K
$128K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
841+ 6.25% |
$34.9K - $35.8K
|
14.3K
$594K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
826+ 17.72% |
$34.3K - $35.2K
|
5.49K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
770+ 2.73% |
$32K - $32.8K
|
29K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
761+ 16.02% |
$31.6K - $32.4K
|
5.51K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
748New |
$31.1K - $31.9K
|
748
$31.1K
|
|
|
May 03, 2024
Q1 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
747+ 0.15% |
$31K - $31.8K
|
489K
$20.3M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
745+ 14.55% |
$30.9K - $31.7K
|
5.87K
$244K
|
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
734+ 0.77% |
$30.5K - $31.3K
|
96.2K
$3.99M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
732+ 101.1% |
$30.4K - $31.2K
|
1.46K
$60.5K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
719New |
$29.9K - $30.6K
|
719
$29.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
649+ 7.98% |
$27K - $27.6K
|
8.78K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
631+ 1.38% |
$26.2K - $26.9K
|
46.4K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
589+ 3.95% |
$24.5K - $25.1K
|
15.5K
$644K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
573New |
$23.8K - $24.4K
|
573
$23.8K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
567+ 3.36% |
$23.6K - $24.2K
|
17.4K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
519New |
$21.6K - $22.1K
|
519
$21.6K
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
508+ 8.37% |
$21.1K - $21.6K
|
6.58K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
300+ 1.46% |
$12.5K - $12.8K
|
20.9K
$869K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
299+ 12.37% |
$12.4K - $12.7K
|
2.72K
$113K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
211+ 0.27% |
$8.76K - $8.99K
|
77.6K
$3.22M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
182+ 1.13% |
$7.56K - $7.75K
|
16.3K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
155+ 2.2% |
$6.44K - $6.6K
|
7.2K
$299K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
142+ 0.67% |
$5.9K - $6.05K
|
21.5K
$893K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
141+ 2.08% |
$5.86K - $6.01K
|
6.91K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
95+ 1.35% |
$3.95K - $4.05K
|
7.12K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
33+ 0.44% |
$1.37K - $1.41K
|
7.54K
$313K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
31+ 0.08% |
$1.29K - $1.32K
|
40.5K
$1.68M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
16New |
$665 - $682
|
16
$665
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
12+ 0.54% |
$498 - $511
|
2.22K
$92.3K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$374 - $383
|
9
$374
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-26- 0.33% |
$1.08K - $1.11K
|
7.78K
$323K
|