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 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.75K- 10.98% |
$316K - $325K
|
62.8K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.65K- 33.52% |
$394K - $405K
|
19.1K
$795K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.6K- 22.74% |
$433K - $446K
|
36.1K
$1.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.7K- 39.56% |
$438K - $451K
|
16.4K
$682K
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-11.2K- 40.08% |
$457K - $470K
|
16.8K
$696K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-12K- 68.93% |
$490K - $504K
|
5.41K
$225K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12.7K- 28.11% |
$516K - $531K
|
32.4K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-12.8K- 31.53% |
$524K - $539K
|
27.9K
$1.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.8K- 29.13% |
$603K - $620K
|
36K
$1.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-16.8K- 1.3% |
$685K - $704K
|
1.27M
$52.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.4K- 8.82% |
$709K - $729K
|
180K
$7.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-18.7K- 8.12% |
$764K - $786K
|
212K
$8.8M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20K- 5.47% |
$814K - $838K
|
345K
$14.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-22.2K- 37.84% |
$904K - $930K
|
36.4K
$1.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26.9K- 19.0% |
$1.1M - $1.13M
|
114K
$4.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.8K- 18.65% |
$1.26M - $1.29M
|
134K
$5.58M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-31.4K- 5.33% |
$1.28M - $1.32M
|
558K
$23.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-32.8K- 5.26% |
$1.34M - $1.38M
|
591K
$24.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.5K- 9.56% |
$1.49M - $1.53M
|
345K
$14.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-37.6K- 38.71% |
$1.53M - $1.58M
|
59.5K
$2.47M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-38.7K- 38.47% |
$1.58M - $1.62M
|
61.9K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-52.7K- 23.02% |
$2.15M - $2.21M
|
176K
$7.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-60.2K- 76.22% |
$2.45M - $2.52M
|
18.8K
$780K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66.6K- 30.35% |
$2.72M - $2.79M
|
153K
$6.35M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-69.6K- 8.23% |
$2.84M - $2.92M
|
776K
$32.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-77.2K- 21.15% |
$3.15M - $3.24M
|
288K
$12M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.7K- 17.55% |
$3.29M - $3.39M
|
379K
$15.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-81.9K- 8.26% |
$3.34M - $3.44M
|
910K
$37.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-149K- 16.2% |
$6.07M - $6.25M
|
770K
$32M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-200K- 11.39% |
$8.18M - $8.41M
|
1.56M
$64.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-223K- 80.63% |
$9.08M - $9.34M
|
53.5K
$2.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-282K- 89.27% |
$11.5M - $11.8M
|
33.9K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-292K- 42.72% |
$11.9M - $12.3M
|
392K
$16.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-326K- 86.91% |
$13.3M - $13.7M
|
49.1K
$2.04M
|