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 08, 2024
Q2 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
13.9K+ 66.23% |
$567K - $583K
|
34.9K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
13.8K+ 7.5% |
$562K - $578K
|
197K
$8.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.6K+ 3.18% |
$554K - $570K
|
440K
$18.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12.9K+ 15.13% |
$527K - $542K
|
98.3K
$4.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12K+ 9.22% |
$488K - $502K
|
142K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.8K+ 24.54% |
$483K - $496K
|
60K
$2.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 9.6% |
$459K - $472K
|
128K
$5.34M
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
11KNew |
$447K - $460K
|
11K
$455K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
BUY
|
- |
10.9K+ 18.04% |
$446K - $459K
|
71.6K
$2.97M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.3KNew |
$422K - $434K
|
10.3K
$429K
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
10.3KNew |
$419K - $431K
|
10.3K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
10KNew |
$409K - $421K
|
10K
$417K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.79K+ 25.29% |
$399K - $411K
|
48.5K
$2.01M
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
BUY
|
- |
9.65K+ 3.04% |
$393K - $405K
|
327K
$13.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
9.35K+ 34.08% |
$381K - $392K
|
36.8K
$1.53M
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9.21K+ 9.28% |
$376K - $387K
|
108K
$4.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.88K+ 174.38% |
$362K - $373K
|
14K
$581K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.64K+ 44.63% |
$352K - $363K
|
28K
$1.16M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.31KNew |
$339K - $349K
|
8.31K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
8.27KNew |
$337K - $347K
|
8.27K
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
8.24K+ 8.07% |
$336K - $346K
|
110K
$4.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.53KNew |
$307K - $316K
|
7.53K
$313K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.08K+ 16.81% |
$289K - $297K
|
49.2K
$2.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.99K+ 3.51% |
$285K - $293K
|
206K
$8.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.98KNew |
$285K - $293K
|
6.98K
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.48KNew |
$264K - $272K
|
6.48K
$269K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.34K+ 20.01% |
$258K - $266K
|
38K
$1.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6.33K+ 3.53% |
$258K - $266K
|
186K
$7.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
6.3K+ 8.72% |
$257K - $264K
|
78.5K
$3.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
6.25KNew |
$255K - $262K
|
6.25K
$260K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
6.2KNew |
$253K - $260K
|
6.2K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.13KNew |
$250K - $257K
|
6.13K
$255K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96K+ 29.76% |
$243K - $250K
|
26K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.9K+ 18.22% |
$241K - $248K
|
38.3K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
5.52K+ 2.56% |
$225K - $232K
|
222K
$9.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.51K+ 5.9% |
$225K - $231K
|
98.9K
$4.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.35K+ 3.19% |
$218K - $225K
|
173K
$7.19M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.23KNew |
$213K - $220K
|
5.23K
$217K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.1KNew |
$208K - $214K
|
5.1K
$212K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.01K+ 17.27% |
$204K - $210K
|
34K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.62K+ 24.39% |
$188K - $194K
|
23.6K
$979K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.47K+ 15.9% |
$182K - $188K
|
32.6K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.94K+ 45.93% |
$161K - $165K
|
12.5K
$519K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.47K+ 0.87% |
$141K - $145K
|
403K
$16.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.41K+ 7.13% |
$139K - $143K
|
51.3K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.27K+ 68.13% |
$133K - $137K
|
8.07K
$335K
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.25K+ 2.55% |
$133K - $137K
|
131K
$5.43M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
3.21K+ 2.18% |
$131K - $135K
|
151K
$6.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.14K+ 3.47% |
$128K - $132K
|
93.7K
$3.89M
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
BUY
|
- |
3.03K+ 3.76% |
$124K - $127K
|
83.5K
$3.47M
|