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 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.71K+ 15.12% |
$110K - $114K
|
20.6K
$857K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.68K+ 10.41% |
$109K - $112K
|
28.4K
$1.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$99.9K - $103K
|
2.45K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 19.0% |
$96.8K - $99.6K
|
14.9K
$617K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.29K+ 6.21% |
$93.4K - $96.1K
|
39.2K
$1.63M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.27K+ 38.71% |
$92.6K - $95.3K
|
8.14K
$338K
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.2K+ 33.44% |
$89.7K - $92.3K
|
8.78K
$365K
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.19K+ 1.04% |
$89.2K - $91.8K
|
212K
$8.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 6.38% |
$75.5K - $77.7K
|
30.8K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.84K+ 3.14% |
$74.9K - $77.1K
|
60.4K
$2.51M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.75K+ 3.41% |
$71.3K - $73.4K
|
53K
$2.2M
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.73K+ 4.01% |
$70.5K - $72.6K
|
44.8K
$1.86M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.66K+ 95.84% |
$67.7K - $69.7K
|
3.39K
$141K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.62KNew |
$66.2K - $68.1K
|
1.62K
$67.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
BUY
|
- |
1.59K+ 4.75% |
$64.8K - $66.6K
|
35K
$1.45M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
1.29K+ 1.27% |
$52.5K - $54.1K
|
103K
$4.28M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.25K+ 6.18% |
$50.8K - $52.3K
|
21.4K
$888K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.21K+ 0.64% |
$49.2K - $50.6K
|
188K
$7.81M
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.07K+ 14.2% |
$43.7K - $45K
|
8.62K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.07K+ 6.91% |
$43.6K - $44.9K
|
16.5K
$687K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.04K+ 2.19% |
$42.4K - $43.6K
|
48.5K
$2.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
944+ 2.33% |
$38.5K - $39.6K
|
41.5K
$1.72M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
746+ 17.66% |
$30.4K - $31.3K
|
4.97K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
717New |
$29.2K - $30.1K
|
717
$29.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
668+ 12.12% |
$27.2K - $28K
|
6.18K
$257K
|
|
|
Dec 31, 2024
Q2 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
660+ 6.25% |
$26.9K - $27.7K
|
11.2K
$466K
|
|
|
Jul 26, 2024
Q2 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
562+ 1.21% |
$22.9K - $23.6K
|
46.9K
$1.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
519+ 1.53% |
$21.2K - $21.8K
|
34.5K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
514+ 0.53% |
$21K - $21.6K
|
96.7K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
491+ 0.3% |
$20K - $20.6K
|
166K
$6.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
455+ 5.24% |
$18.6K - $19.1K
|
9.13K
$379K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
384+ 53.41% |
$15.7K - $16.1K
|
1.1K
$45.8K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
286New |
$11.7K - $12K
|
286
$11.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
260New |
$10.6K - $10.9K
|
260
$10.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
237+ 39.63% |
$9.67K - $9.95K
|
835
$34.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
236+ 1.46% |
$9.63K - $9.9K
|
16.4K
$683K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
230+ 37.34% |
$9.38K - $9.65K
|
846
$35.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 4.18% |
$9.3K - $9.57K
|
5.68K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
189+ 12.44% |
$7.71K - $7.93K
|
1.71K
$71K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
189+ 12.44% |
$7.71K - $7.93K
|
1.71K
$71K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
154+ 2.2% |
$6.28K - $6.46K
|
7.16K
$297K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
150+ 2.11% |
$6.12K - $6.3K
|
7.27K
$302K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147+ 14700.0% |
$6K - $6.17K
|
148
$6.15K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
144+ 5.3% |
$5.87K - $6.04K
|
2.86K
$119K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
138+ 1.89% |
$5.63K - $5.79K
|
7.45K
$310K
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
133+ 1.05% |
$5.43K - $5.58K
|
12.8K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
130+ 1.19% |
$5.3K - $5.46K
|
11K
$458K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
128+ 0.37% |
$5.22K - $5.37K
|
35K
$1.45M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
122+ 0.85% |
$4.98K - $5.12K
|
14.4K
$599K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
112+ 0.67% |
$4.57K - $4.7K
|
16.9K
$703K
|