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 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-63- 0.45% |
$2.62K - $2.68K
|
13.9K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-108- 1.46% |
$4.49K - $4.6K
|
7.31K
$304K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-117- 0.85% |
$4.86K - $4.98K
|
13.6K
$567K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-142- 2.44% |
$5.9K - $6.05K
|
5.68K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-156- 11.5% |
$6.48K - $6.65K
|
1.2K
$49.8K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-189- 11.07% |
$7.85K - $8.05K
|
1.52K
$63.1K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 57.14% |
$8.31K - $8.52K
|
150
$6.23K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-255- 29.89% |
$10.6K - $10.9K
|
598
$24.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-283- 0.35% |
$11.8K - $12.1K
|
80.7K
$3.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-487- 2.25% |
$20.2K - $20.7K
|
21.2K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-499- 4.75% |
$20.7K - $21.3K
|
10K
$415K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-518- 1.74% |
$21.5K - $22.1K
|
29.2K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-536- 99.81% |
$22.3K - $22.8K
|
1
$41.5
|
|
|
May 07, 2024
Q1 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-638- 5.53% |
$26.5K - $27.2K
|
10.9K
$452K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-705- 54.82% |
$29.3K - $30K
|
581
$24.1K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-820- 4.92% |
$34.1K - $34.9K
|
15.8K
$658K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-876- 15.45% |
$36.4K - $37.3K
|
4.79K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-926- 37.87% |
$38.5K - $39.4K
|
1.52K
$63.1K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-926- 37.87% |
$38.5K - $39.4K
|
1.52K
$63.1K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-966- 7.18% |
$40.1K - $41.2K
|
12.5K
$519K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.09K- 4.59% |
$45.3K - $46.5K
|
22.7K
$942K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.12K- 2.95% |
$46.4K - $47.5K
|
36.8K
$1.53M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.12K- 3.95% |
$46.4K - $47.6K
|
27.2K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.22K- 17.42% |
$50.6K - $51.8K
|
5.77K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.43K- 6.37% |
$59.4K - $61K
|
21K
$873K
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.48K- 2.38% |
$61.6K - $63.2K
|
60.8K
$2.52M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.57K- 12.8% |
$65.3K - $66.9K
|
10.7K
$444K
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.32K- 7.67% |
$96.5K - $99K
|
28K
$1.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.38K- 16.9% |
$98.8K - $101K
|
11.7K
$486K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.59KClosed |
$107K - $110K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.81K- 17.57% |
$117K - $120K
|
13.2K
$548K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.15K- 6.13% |
$131K - $134K
|
48.2K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.16K- 42.81% |
$131K - $135K
|
4.23K
$176K
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-4.15K- 2.53% |
$172K - $177K
|
160K
$6.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.44K- 12.85% |
$226K - $232K
|
36.9K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-8.04K- 21.83% |
$334K - $343K
|
28.8K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-8.14K- 19.31% |
$338K - $347K
|
34K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-8.22K- 13.91% |
$341K - $350K
|
50.9K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-8.63K- 2.76% |
$359K - $368K
|
304K
$12.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.8K- 0.83% |
$447K - $458K
|
1.29M
$53.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.5K- 11.03% |
$518K - $531K
|
101K
$4.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.7K- 77.43% |
$528K - $542K
|
3.71K
$154K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-15.8K- 25.26% |
$656K - $673K
|
46.7K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-16.2K- 14.1% |
$672K - $689K
|
98.6K
$4.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.9K- 11.82% |
$786K - $806K
|
141K
$5.87M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-20.5K- 47.08% |
$853K - $875K
|
23.1K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-21.3K- 4.76% |
$885K - $907K
|
426K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-26.8K- 79.3% |
$1.12M - $1.14M
|
7.01K
$291K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-28.2K- 63.49% |
$1.17M - $1.2M
|
16.2K
$673K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-35.6K- 5.7% |
$1.48M - $1.52M
|
590K
$24.5M
|