Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.16M+ 885484.44% |
$89.8M - $92.8M
|
2.16M
$89.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
694K+ 593.62% |
$28.8M - $29.8M
|
810K
$33.4M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
665KNew |
$27.6M - $28.5M
|
665K
$27.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
631K+ 87.91% |
$26.2M - $27.1M
|
1.35M
$55.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
313KNew |
$13M - $13.4M
|
313K
$12.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
290K+ 48.26% |
$12M - $12.4M
|
890K
$36.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
267KNew |
$11.1M - $11.5M
|
267K
$11M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
262K+ 2.74% |
$10.9M - $11.2M
|
9.81M
$405M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
260KNew |
$10.8M - $11.2M
|
260K
$10.7M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
234K+ 154.21% |
$9.71M - $10M
|
385K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
192K+ 30.54% |
$7.97M - $8.24M
|
820K
$33.8M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
183K+ 24.76% |
$7.61M - $7.87M
|
923K
$38.1M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
146K+ 11.1% |
$6.08M - $6.29M
|
1.46M
$60.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
142KNew |
$5.89M - $6.08M
|
142K
$5.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
137K+ 23.12% |
$5.69M - $5.88M
|
729K
$30.1M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
133K+ 23.85% |
$5.53M - $5.72M
|
691K
$28.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
115K+ 54.17% |
$4.78M - $4.94M
|
327K
$13.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
105K+ 49.32% |
$4.36M - $4.51M
|
318K
$13.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
102KNew |
$4.25M - $4.39M
|
102K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
98.4K+ 91.48% |
$4.09M - $4.23M
|
206K
$8.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
90.2K+ 44.47% |
$3.75M - $3.87M
|
293K
$12.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88K+ 37.26% |
$3.66M - $3.78M
|
324K
$13.4M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
85.2K+ 187.58% |
$3.54M - $3.66M
|
131K
$5.39M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
82.9K+ 17.74% |
$3.44M - $3.56M
|
550K
$22.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
79.6K+ 31.7% |
$3.31M - $3.42M
|
331K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
79.6K+ 151.48% |
$3.31M - $3.42M
|
132K
$5.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
77.8KNew |
$3.23M - $3.34M
|
77.8K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
75.6KNew |
$3.14M - $3.25M
|
75.6K
$3.12M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
70.6K+ 68.11% |
$2.93M - $3.03M
|
174K
$7.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
63K+ 6.05% |
$2.62M - $2.7M
|
1.1M
$45.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
60.3K+ 255.89% |
$2.51M - $2.59M
|
83.9K
$3.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
58.7K+ 12.32% |
$2.44M - $2.52M
|
536K
$22.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
54.4K+ 64.09% |
$2.26M - $2.33M
|
139K
$5.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
53.7K+ 21.71% |
$2.23M - $2.3M
|
301K
$12.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
51.4K+ 55.36% |
$2.13M - $2.21M
|
144K
$5.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
50.2K+ 78.81% |
$2.09M - $2.16M
|
114K
$4.7M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
49.8KNew |
$2.07M - $2.14M
|
49.8K
$2.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
46.3K+ 37.6% |
$1.92M - $1.99M
|
169K
$6.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.1KNew |
$1.83M - $1.9M
|
44.1K
$1.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
43.6K+ 14.21% |
$1.81M - $1.87M
|
351K
$14.5M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
40.8K+ 3.58% |
$1.7M - $1.75M
|
1.18M
$48.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
39.8K+ 14.36% |
$1.65M - $1.71M
|
317K
$13.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
39.5K+ 35.14% |
$1.64M - $1.7M
|
152K
$6.27M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
38.7K+ 127.42% |
$1.61M - $1.66M
|
69K
$2.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
38.2K+ 20.09% |
$1.59M - $1.64M
|
229K
$9.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37.8K+ 102.89% |
$1.57M - $1.62M
|
74.6K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.5K+ 65.1% |
$1.56M - $1.61M
|
95.1K
$3.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
35.9KNew |
$1.49M - $1.54M
|
35.9K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 309.23% |
$1.47M - $1.52M
|
46.9K
$1.93M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
34.5K+ 3.85% |
$1.43M - $1.48M
|
931K
$38.4M
|