Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Core Fxd In (DFCF)

DFCF Quotes by TradingView

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 25, 2023 Q2 2023
Concorde Asset Management, LLC

BUY
 -
6.41K
New
$266K - $275K
6.41K $265K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
6.39K
New
$265K - $274K
6.39K $264K
Jul 12, 2023 Q2 2023
Collective Family Office LLC

BUY
 -
6.28K
+ 11.43%
$261K - $270K
61.2K $2.53M
Aug 01, 2023 Q2 2023
Firethorn Wealth Partners, LLC

BUY
 -
6.1K
+ 13.74%
$254K - $262K
50.5K $2.09M
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
5.95K
New
$247K - $256K
5.95K $246K
Jul 14, 2023 Q2 2023
Bcr Wealth Strategies, LLC

BUY
 -
5.95K
+ 1.3%
$247K - $256K
465K $19.2M
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.93K
+ 221.31%
$246K - $255K
8.61K $355K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.93K
+ 221.31%
$246K - $255K
8.61K $355K
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
5.49K
New
$228K - $236K
5.49K $226K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
5.43K
New
$226K - $233K
5.43K $224K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
5.35K
New
$222K - $230K
5.35K $221K
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
4.93K
+ 3.7%
$205K - $212K
138K $5.69M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
4.91K
New
$204K - $211K
4.91K $203K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
4.74K
+ 8469.64%
$197K - $204K
4.8K $198K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
3.83K
+ 14.89%
$159K - $165K
29.6K $1.22M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
3.76K
+ 61.01%
$156K - $161K
9.92K $409K
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.68K
+ 2.38%
$153K - $158K
158K $6.53M
Jul 05, 2023 Q2 2023
Shearwater Capital LLC

BUY
 -
3.02K
+ 15.36%
$125K - $130K
22.7K $936K
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
3.02K
+ 25.23%
$125K - $129K
15K $618K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
2.88K
+ 14.17%
$120K - $124K
23.2K $957K
Jul 25, 2023 Q2 2023
Builder Investment Group Inc /Adv

Atlanta, GA
BUY
 -
2.47K
+ 23.44%
$103K - $106K
13K $537K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.32K
New
$96.3K - $99.5K
2.32K $95.7K
Aug 07, 2023 Q2 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
2.31K
+ 3.22%
$96.1K - $99.3K
74.1K $3.06M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.2K
+ 34.44%
$91.4K - $94.5K
8.59K $354K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
2.15K
+ 8.31%
$89.2K - $92.1K
28K $1.15M
Jul 13, 2023 Q2 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
2.12K
+ 7.24%
$88.2K - $91.1K
31.4K $1.3M
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
1.97K
+ 60.43%
$81.7K - $84.5K
5.22K $216K
Aug 07, 2023 Q2 2023
American Investment Services, Inc.

BUY
 -
1.73K
+ 17.14%
$71.8K - $74.2K
11.8K $488K
Aug 04, 2023 Q2 2023
B&D White Capital Company, LLC

BUY
 -
1.71K
+ 4.42%
$71.2K - $73.6K
40.5K $1.67M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
1.46K
+ 4.92%
$60.7K - $62.7K
31.2K $1.29M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
1.28K
+ 1.41%
$53.1K - $54.9K
91.8K $3.79M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.18K
+ 6.96%
$49K - $50.7K
18.1K $748K
Jul 17, 2023 Q2 2023
Beacon Financial Advisory LLC

BUY
 -
1.09K
+ 9.04%
$45.3K - $46.8K
13.2K $543K
Aug 04, 2023 Q2 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
1.05K
+ 14.68%
$43.5K - $45K
8.18K $338K
Jul 20, 2023 Q2 2023
Spinnaker Investment Group, LLC

BUY
 -
931
+ 0.25%
$38.7K - $40K
378K $15.6M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
887
+ 68.07%
$36.9K - $38.1K
2.19K $90.4K
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
BUY
 -
593
+ 1.79%
$24.6K - $25.5K
33.7K $1.39M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
408
+ 1.51%
$17K - $17.5K
27.4K $1.13M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
323
+ 2.34%
$13.4K - $13.9K
14.1K $582K
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
317
+ 32.45%
$13.2K - $13.6K
1.29K $53.4K
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
260
+ 0.7%
$10.8K - $11.2K
37.2K $1.54M
Dec 06, 2024 Q2 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
213
+ 1.04%
$8.85K - $9.15K
20.8K $857K
Aug 03, 2023 Q2 2023
Van Hulzen Asset Management, LLC

BUY
 -
184
+ 1.48%
$7.65K - $7.9K
12.6K $521K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
180
+ 0.55%
$7.48K - $7.73K
32.9K $1.36M
Aug 01, 2023 Q2 2023
Wolff Wiese Magana LLC

BUY
 -
170
+ 0.22%
$7.06K - $7.3K
76.4K $3.15M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
144
+ 2.59%
$5.98K - $6.18K
5.7K $235K
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
136
+ 0.35%
$5.65K - $5.84K
39.4K $1.62M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
113
New
$4.7K - $4.85K
113 $4.66K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
86
New
$3.57K - $3.69K
86 $3.55K

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