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 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.1K- 2.17% |
$1.62M - $1.67M
|
1.76M
$73.1M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-39.7K- 46.86% |
$1.65M - $1.69M
|
45K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-40.4K- 27.36% |
$1.68M - $1.72M
|
107K
$4.46M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-43.6K- 10.42% |
$1.81M - $1.86M
|
375K
$15.6M
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-46.6K- 11.33% |
$1.94M - $1.99M
|
365K
$15.2M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62.2K- 24.06% |
$2.58M - $2.65M
|
196K
$8.16M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-76.5K- 14.11% |
$3.18M - $3.26M
|
465K
$19.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Divergent Planning, LLC
|
SELL
|
- |
-78.7K- 25.21% |
$3.27M - $3.35M
|
233K
$9.7M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-81K- 32.88% |
$3.36M - $3.45M
|
165K
$6.86M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-87K- 67.7% |
$3.61M - $3.71M
|
41.5K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-89.5K- 8.28% |
$3.72M - $3.81M
|
992K
$41.2M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-131K- 46.62% |
$5.44M - $5.58M
|
150K
$6.23M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-169K- 29.76% |
$7.03M - $7.21M
|
399K
$16.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-285K- 31.31% |
$11.8M - $12.1M
|
624K
$25.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-308K- 40.08% |
$12.8M - $13.1M
|
460K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-309K- 77.95% |
$12.8M - $13.1M
|
87.3K
$3.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-341K- 27.89% |
$14.2M - $14.5M
|
881K
$36.6M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-445K- 32.62% |
$18.5M - $18.9M
|
919K
$38.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-798K- 71.66% |
$33.2M - $34M
|
316K
$13.1M
|