Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.1MNew |
$127M - $130M
|
3.1M
$129M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
705K+ 10.15% |
$28.8M - $29.6M
|
7.66M
$318M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
698K+ 126.59% |
$28.5M - $29.3M
|
1.25M
$51.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
601K+ 204.77% |
$24.5M - $25.2M
|
894K
$37.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
430K+ 22.91% |
$17.5M - $18M
|
2.31M
$95.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
374K+ 123.15% |
$15.3M - $15.7M
|
678K
$28.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
BUY
|
- |
331K+ 3.33% |
$13.5M - $13.9M
|
10.3M
$427M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
319KNew |
$13M - $13.4M
|
319K
$13.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
296K+ 25.03% |
$12.1M - $12.4M
|
1.48M
$61.5M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
290K+ 19.2% |
$11.8M - $12.2M
|
1.8M
$74.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
289KNew |
$11.8M - $12.1M
|
289K
$12M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
260K+ 62.33% |
$10.6M - $10.9M
|
677K
$28.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
192KNew |
$7.82M - $8.05M
|
192K
$7.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
186KNew |
$7.58M - $7.8M
|
186K
$7.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
156K+ 17.69% |
$6.36M - $6.54M
|
1.04M
$43.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
152K+ 5.8% |
$6.21M - $6.39M
|
2.78M
$115M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
151K+ 32.44% |
$6.16M - $6.34M
|
616K
$25.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
145K+ 6.38% |
$5.91M - $6.08M
|
2.41M
$100M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
131K+ 51.69% |
$5.36M - $5.52M
|
386K
$16M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
124K+ 19.02% |
$5.05M - $5.19M
|
774K
$32.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
123K+ 10.05% |
$5.03M - $5.17M
|
1.35M
$56.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
121K+ 150.07% |
$4.94M - $5.08M
|
202K
$8.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
119K+ 64.79% |
$4.87M - $5.01M
|
304K
$12.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
110K+ 19.4% |
$4.48M - $4.61M
|
676K
$28.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
99.3K+ 25.91% |
$4.05M - $4.17M
|
482K
$20M
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
82.9K+ 11.8% |
$3.38M - $3.48M
|
785K
$32.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
81.6K+ 14.0% |
$3.33M - $3.43M
|
665K
$27.6M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
81.2K+ 381.7% |
$3.31M - $3.41M
|
102K
$4.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
75.6K+ 59.99% |
$3.08M - $3.17M
|
202K
$8.37M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
74.7K+ 11.56% |
$3.05M - $3.13M
|
721K
$29.9M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
72.4KNew |
$2.95M - $3.04M
|
72.4K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
67.7K+ 135.03% |
$2.76M - $2.84M
|
118K
$4.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
66.7K+ 48.59% |
$2.72M - $2.8M
|
204K
$8.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
66.5KNew |
$2.71M - $2.79M
|
66.5K
$2.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
64.7K+ 20.83% |
$2.64M - $2.72M
|
375K
$15.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
64.1K+ 3.69% |
$2.62M - $2.69M
|
1.8M
$74.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
62.8K+ 14.25% |
$2.56M - $2.64M
|
504K
$20.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62.2K+ 31.68% |
$2.54M - $2.61M
|
259K
$10.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.5K+ 12.65% |
$2.43M - $2.5M
|
530K
$22M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
58.4K+ 834.57% |
$2.38M - $2.45M
|
65.4K
$2.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
57.9K+ 141.19% |
$2.36M - $2.43M
|
98.9K
$4.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
57K+ 17.61% |
$2.33M - $2.39M
|
381K
$15.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
56.6K+ 270.93% |
$2.31M - $2.38M
|
77.6K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
52.9K+ 10.47% |
$2.16M - $2.22M
|
558K
$23.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
51.8KNew |
$2.11M - $2.18M
|
51.8K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
51.3KNew |
$2.09M - $2.15M
|
51.3K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
49.9K+ 46.49% |
$2.03M - $2.09M
|
157K
$6.53M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
49.7K+ 4.89% |
$2.03M - $2.09M
|
1.07M
$44.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
49.4K+ 30.91% |
$2.01M - $2.07M
|
209K
$8.68M
|
|
|
Jul 12, 2024
Q2 2024
|
Divergent Planning, LLC
|
BUY
|
- |
43.5K+ 18.64% |
$1.78M - $1.83M
|
277K
$11.5M
|