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 13, 2024
Q2 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
101+ 1.34% |
$4.12K - $4.24K
|
7.64K
$317K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 0.39% |
$3.3K - $3.4K
|
21.1K
$876K
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
79+ 2.57% |
$3.22K - $3.32K
|
3.15K
$131K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77New |
$3.14K - $3.23K
|
77
$3.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
61+ 0.88% |
$2.49K - $2.56K
|
6.97K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 1.23% |
$1.02K - $1.05K
|
2.05K
$85.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$897 - $923
|
22
$914
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4+ 0.02% |
$163 - $168
|
21.2K
$879K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-4- 0.07% |
$163 - $168
|
5.45K
$226K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-15- 0.38% |
$612 - $630
|
3.89K
$162K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-27Closed |
$1.1K - $1.13K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-46- 0.59% |
$1.88K - $1.93K
|
7.7K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-66- 0.53% |
$2.69K - $2.77K
|
12.3K
$511K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-106- 8.83% |
$4.32K - $4.45K
|
1.09K
$45.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-137- 3.37% |
$5.59K - $5.75K
|
3.93K
$163K
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-161- 0.73% |
$6.57K - $6.76K
|
21.8K
$904K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-172- 0.47% |
$7.02K - $7.22K
|
36.6K
$1.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-175- 1.99% |
$7.14K - $7.34K
|
8.6K
$357K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-184- 3.61% |
$7.51K - $7.72K
|
4.92K
$204K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-241- 0.24% |
$9.83K - $10.1K
|
98.4K
$4.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-256- 44.06% |
$10.4K - $10.7K
|
325
$13.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-263- 1.9% |
$10.7K - $11K
|
13.6K
$565K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-279- 2.12% |
$11.4K - $11.7K
|
12.9K
$536K
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-357- 0.59% |
$14.6K - $15K
|
60.4K
$2.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-472- 2.98% |
$19.3K - $19.8K
|
15.4K
$638K
|
|
|
Jul 19, 2024
Q2 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-494- 1.9% |
$20.2K - $20.7K
|
25.6K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-761- 1.83% |
$31K - $31.9K
|
40.8K
$1.69M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-769- 20.74% |
$31.4K - $32.3K
|
2.94K
$122K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-953- 2.8% |
$38.9K - $40K
|
33.1K
$1.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.08K- 18.97% |
$43.9K - $45.2K
|
4.6K
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.12K- 9.54% |
$45.5K - $46.8K
|
10.6K
$439K
|
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.22K- 5.29% |
$49.8K - $51.3K
|
21.9K
$908K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.73K- 5.93% |
$70.7K - $72.7K
|
27.5K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-1.91K- 26.51% |
$77.9K - $80.1K
|
5.29K
$220K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.22KClosed |
$90.6K - $93.3K
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.31K- 10.17% |
$94.1K - $96.9K
|
20.4K
$846K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.33K- 4.58% |
$95K - $97.7K
|
48.5K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.81K- 2.96% |
$115K - $118K
|
92.1K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.36K- 15.57% |
$137K - $141K
|
18.2K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 35.69% |
$142K - $146K
|
6.25K
$260K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.5K- 6.99% |
$143K - $147K
|
46.5K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.58K- 8.55% |
$146K - $150K
|
38.2K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-4.08K- 9.19% |
$166K - $171K
|
40.3K
$1.68M
|
|
|
Jul 11, 2024
Q2 2024
|
New Capital Management LP
|
SELL
|
- |
-4.59K- 1.87% |
$187K - $192K
|
241K
$10M
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.67K- 11.55% |
$191K - $196K
|
35.8K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.01K- 3.58% |
$245K - $252K
|
162K
$6.72M
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.45K- 62.09% |
$304K - $312K
|
4.55K
$189K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.45K- 33.74% |
$304K - $313K
|
14.6K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.67K- 0.58% |
$313K - $322K
|
1.32M
$55M
|