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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
33.7KNew |
$1.4M - $1.45M
|
33.7K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Divergent Planning, LLC
|
BUY
|
- |
30.6K+ 11.48% |
$1.27M - $1.31M
|
297K
$12.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
28.6K+ 7.36% |
$1.19M - $1.23M
|
417K
$17.2M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
28.6K+ 7.36% |
$1.19M - $1.23M
|
417K
$17.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
27.8K+ 87.01% |
$1.16M - $1.19M
|
59.8K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
27.3K+ 4.29% |
$1.14M - $1.17M
|
665K
$27.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.2K+ 4.56% |
$1.13M - $1.17M
|
624K
$25.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.3K+ 20.93% |
$1.01M - $1.05M
|
141K
$5.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
23.8K+ 10.17% |
$987K - $1.02M
|
257K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
23.7K+ 74.25% |
$984K - $1.02M
|
55.6K
$2.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
23K+ 43.73% |
$956K - $988K
|
75.6K
$3.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
22K+ 48.7% |
$915K - $946K
|
67.3K
$2.78M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
20.8K+ 5.79% |
$865K - $894K
|
381K
$15.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
20.8K+ 322.12% |
$864K - $893K
|
27.3K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
19.7K+ 64.65% |
$820K - $848K
|
50.3K
$2.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18.8K+ 20.3% |
$779K - $806K
|
111K
$4.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 138.13% |
$774K - $800K
|
32.1K
$1.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
18K+ 6.42% |
$749K - $774K
|
299K
$12.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.4K+ 5.45% |
$724K - $749K
|
337K
$13.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
16.9K+ 83.26% |
$702K - $726K
|
37.2K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
16.1K+ 173.64% |
$669K - $691K
|
25.4K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
16K+ 8.28% |
$663K - $685K
|
209K
$8.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
15.8K+ 183.31% |
$658K - $680K
|
24.5K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
15.7K+ 5.47% |
$654K - $676K
|
303K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.7K+ 3.1% |
$652K - $674K
|
522K
$21.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.3K+ 17.45% |
$635K - $656K
|
103K
$4.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
14.9K+ 10.02% |
$619K - $640K
|
164K
$6.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.8K+ 1.44% |
$616K - $637K
|
1.05M
$43.3M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
14.7K+ 66.74% |
$613K - $633K
|
36.8K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
14.2K+ 23.18% |
$589K - $609K
|
75.4K
$3.11M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13.3K+ 3.64% |
$553K - $571K
|
379K
$15.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
13.1K+ 25.8% |
$544K - $562K
|
63.9K
$2.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.6K+ 2.63% |
$523K - $540K
|
492K
$20.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.1K+ 169.97% |
$501K - $518K
|
19.1K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.9K+ 7.97% |
$493K - $510K
|
161K
$6.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.6K+ 128.7% |
$480K - $496K
|
20.5K
$848K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.5K+ 69.33% |
$476K - $492K
|
28K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.3K+ 200.23% |
$429K - $443K
|
15.5K
$639K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.89K+ 18.8% |
$411K - $425K
|
62.5K
$2.58M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
9.79K+ 126.21% |
$407K - $421K
|
17.6K
$724K
|
|
|
Aug 01, 2023
Q2 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
9.65K+ 19.0% |
$401K - $414K
|
60.5K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.05K+ 18.62% |
$376K - $389K
|
57.7K
$2.38M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.02KNew |
$375K - $387K
|
9.02K
$372K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.38KNew |
$348K - $360K
|
8.38K
$346K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
8.2K+ 21.59% |
$341K - $352K
|
46.2K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
8.1K+ 6.08% |
$337K - $348K
|
141K
$5.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
7.84K+ 10.81% |
$326K - $337K
|
80.4K
$3.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
7.6KNew |
$316K - $326K
|
7.6K
$314K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
7.28K+ 9.96% |
$303K - $313K
|
80.4K
$3.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.69K+ 15.54% |
$278K - $287K
|
49.7K
$2.05M
|