Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
1.06MNew |
$45.3M - $49.2M
|
1.06M
$44.5M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
490KNew |
$20.8M - $22.7M
|
490K
$20.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
399KNew |
$17M - $18.5M
|
399K
$16.7M
|
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
331KNew |
$14M - $15.3M
|
331K
$13.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
BUY
|
- |
327KNew |
$13.9M - $15.1M
|
327K
$13.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
189KNew |
$8.02M - $8.73M
|
189K
$7.89M
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
177KNew |
$7.51M - $8.17M
|
177K
$7.39M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
169K+ 44.25% |
$7.16M - $7.79M
|
550K
$23M
|
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
146KNew |
$6.18M - $6.73M
|
146K
$6.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
136K+ 60.29% |
$5.79M - $6.29M
|
362K
$15.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
133KNew |
$5.66M - $6.16M
|
133K
$5.57M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
131KNew |
$5.56M - $6.04M
|
131K
$5.46M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
101KNew |
$4.3M - $4.68M
|
101K
$4.23M
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
94.5KNew |
$4.02M - $4.37M
|
94.5K
$3.95M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
86K+ 29.33% |
$3.65M - $3.98M
|
379K
$15.8M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
80.3KNew |
$3.41M - $3.71M
|
80.3K
$3.36M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
78.3K+ 77.75% |
$3.33M - $3.62M
|
179K
$7.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
73.4K+ 588.78% |
$3.12M - $3.39M
|
85.8K
$3.59M
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
68KNew |
$2.89M - $3.14M
|
68K
$2.84M
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
64.3KNew |
$2.73M - $2.97M
|
64.3K
$2.69M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
43.5KNew |
$1.85M - $2.01M
|
43.5K
$1.82M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39.9KNew |
$1.69M - $1.84M
|
39.9K
$1.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.3KNew |
$1.5M - $1.63M
|
35.3K
$1.48M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
27.6KNew |
$1.17M - $1.27M
|
27.6K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
17.9KNew |
$761K - $828K
|
17.9K
$748K
|
|
|
Jul 27, 2022
Q2 2022
|
Lvz, Inc.
|
BUY
|
- |
17.4KNew |
$738K - $803K
|
17.4K
$726K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15KNew |
$636K - $692K
|
15K
$625K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.4KNew |
$612K - $666K
|
14.4K
$602K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
13.8KNew |
$588K - $640K
|
13.8K
$578K
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.8KNew |
$588K - $640K
|
13.8K
$578K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13.5KNew |
$572K - $622K
|
13.5K
$562K
|
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.1K+ 106.66% |
$555K - $604K
|
25.3K
$1.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13KNew |
$552K - $601K
|
13K
$543K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
12.5KNew |
$533K - $580K
|
12.5K
$524K
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
11.7K+ 67.83% |
$496K - $540K
|
28.9K
$1.21M
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
10.6KNew |
$449K - $489K
|
10.6K
$442K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
9.65KNew |
$410K - $446K
|
9.65K
$403K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9.57KNew |
$407K - $443K
|
9.57K
$400K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.52K+ 170.08% |
$405K - $440K
|
15.1K
$632K
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
8.93KNew |
$379K - $413K
|
8.93K
$373K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.48KNew |
$360K - $392K
|
8.48K
$354K
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
BUY
|
- |
8.43K+ 172.42% |
$358K - $390K
|
13.3K
$556K
|
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.01KNew |
$298K - $324K
|
7.01K
$293K
|
|
|
Aug 09, 2022
Q2 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
5.86KNew |
$249K - $271K
|
5.86K
$245K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.52KNew |
$234K - $255K
|
5.52K
$230K
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
5.48KNew |
$233K - $253K
|
5.48K
$229K
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.46KNew |
$232K - $252K
|
5.46K
$228K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.89KNew |
$208K - $226K
|
4.89K
$204K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4.79K+ 82.41% |
$203K - $221K
|
10.6K
$443K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
3.77K+ 24.45% |
$160K - $174K
|
19.2K
$803K
|