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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
40.8K+ 52.6% |
$1.66M - $1.71M
|
118K
$4.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 47.97% |
$1.66M - $1.71M
|
126K
$5.23M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
38.7K+ 8.99% |
$1.58M - $1.62M
|
469K
$19.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
38.2K+ 4.97% |
$1.56M - $1.6M
|
807K
$33.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
BUY
|
- |
38.2K+ 10.39% |
$1.56M - $1.6M
|
405K
$16.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
35.6K+ 46.18% |
$1.45M - $1.5M
|
113K
$4.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
35.6K+ 2.04% |
$1.45M - $1.49M
|
1.78M
$73.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
35K+ 11.39% |
$1.43M - $1.47M
|
342K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
34.7K+ 39.74% |
$1.41M - $1.46M
|
122K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
34.1KNew |
$1.39M - $1.43M
|
34.1K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.9K+ 12.42% |
$1.38M - $1.42M
|
307K
$12.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
32.4K+ 26.28% |
$1.32M - $1.36M
|
156K
$6.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
32.3KNew |
$1.32M - $1.36M
|
32.3K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
31.5K+ 1.9% |
$1.28M - $1.32M
|
1.69M
$70.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
30.6K+ 3.2% |
$1.25M - $1.28M
|
987K
$41M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
28.6KNew |
$1.17M - $1.2M
|
28.6K
$1.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28.4K+ 4.5% |
$1.16M - $1.19M
|
660K
$27.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27.3K+ 6.86% |
$1.11M - $1.14M
|
425K
$17.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
27K+ 96.43% |
$1.1M - $1.13M
|
55K
$2.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
24.8K+ 3.21% |
$1.01M - $1.04M
|
799K
$33.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24.6K+ 5.26% |
$1M - $1.03M
|
492K
$20.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
24.3K+ 28.13% |
$992K - $1.02M
|
111K
$4.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24.2K+ 18.43% |
$985K - $1.01M
|
155K
$6.45M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
23.7K+ 29.97% |
$968K - $996K
|
103K
$4.28M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
23.1K+ 5.07% |
$942K - $970K
|
479K
$19.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
22.5K+ 4.95% |
$917K - $944K
|
477K
$19.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
22.4K+ 2.77% |
$913K - $939K
|
830K
$34.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
21.6K+ 139.51% |
$882K - $907K
|
37.1K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
21.2K+ 10.67% |
$863K - $888K
|
220K
$9.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21K+ 125.67% |
$857K - $881K
|
37.7K
$1.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.9K+ 2.47% |
$854K - $879K
|
870K
$36.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
20.9KNew |
$853K - $878K
|
20.9K
$869K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
20.9K+ 135.46% |
$852K - $877K
|
36.3K
$1.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
20.4K+ 45.39% |
$834K - $858K
|
65.5K
$2.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
19.6K+ 10.44% |
$801K - $824K
|
208K
$8.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19.3K+ 26.48% |
$787K - $809K
|
92.1K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19K+ 38.67% |
$776K - $798K
|
68.2K
$2.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
18.7K+ 20.85% |
$764K - $786K
|
109K
$4.51M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.7K+ 29.93% |
$761K - $783K
|
81K
$3.36M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
18.6K+ 15.9% |
$760K - $782K
|
136K
$5.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.6KNew |
$758K - $780K
|
18.6K
$772K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
17.7K+ 123.31% |
$722K - $743K
|
32K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.6K+ 2.57% |
$719K - $739K
|
703K
$29.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
17K+ 6.6% |
$693K - $713K
|
274K
$11.4M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
16.9KNew |
$688K - $708K
|
16.9K
$701K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
16.5K+ 200.47% |
$674K - $693K
|
24.8K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
16.5KNew |
$672K - $691K
|
16.5K
$684K
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
15.5K+ 9.45% |
$631K - $649K
|
179K
$7.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
14.6K+ 8.31% |
$594K - $611K
|
190K
$7.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
14.3K+ 2.93% |
$583K - $600K
|
503K
$20.9M
|