Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.64M+ 7722.62% |
$188M - $208M
|
4.7M
$194M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.19MNew |
$88.9M - $98.2M
|
2.19M
$90.3M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.19MNew |
$88.9M - $98.2M
|
2.19M
$90.3M
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.27M+ 716.23% |
$51.5M - $56.9M
|
1.44M
$59.6M
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
980KNew |
$39.8M - $44M
|
980K
$40.5M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
324K+ 58.98% |
$13.2M - $14.6M
|
874K
$36.1M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
269KNew |
$10.9M - $12.1M
|
269K
$11.1M
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
198K+ 136.23% |
$8.06M - $8.9M
|
344K
$14.2M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
166KNew |
$6.76M - $7.47M
|
166K
$6.86M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
147K+ 36.83% |
$5.98M - $6.61M
|
546K
$22.6M
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
137K+ 28.0% |
$5.58M - $6.17M
|
628K
$25.9M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
76.3KNew |
$3.1M - $3.43M
|
76.3K
$3.15M
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
68.5K+ 51.36% |
$2.78M - $3.07M
|
202K
$8.33M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
52.1K+ 29.12% |
$2.12M - $2.34M
|
231K
$9.54M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
47.4KNew |
$1.92M - $2.13M
|
47.4K
$1.95M
|
|
Nov 04, 2022
Q3 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
37.8K+ 16.58% |
$1.54M - $1.7M
|
266K
$11M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
31K+ 36.11% |
$1.26M - $1.39M
|
117K
$4.82M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
27.6KNew |
$1.12M - $1.24M
|
27.6K
$1.14M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.5K+ 26.17% |
$1.08M - $1.19M
|
128K
$5.27M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25.9K+ 3542.49% |
$1.05M - $1.16M
|
26.7K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
24.4K+ 416.23% |
$991K - $1.1M
|
30.3K
$1.25M
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
24.1K+ 55.29% |
$978K - $1.08M
|
67.6K
$2.79M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.7KNew |
$964K - $1.07M
|
23.7K
$979K
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
20.9K+ 233.58% |
$848K - $937K
|
29.8K
$1.23M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20KNew |
$813K - $898K
|
20K
$825K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$793K - $877K
|
19.5K
$806K
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
13.8K+ 17.21% |
$562K - $621K
|
94.2K
$3.89M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
13K+ 10.57% |
$528K - $584K
|
136K
$5.61M
|
|
Nov 01, 2022
Q3 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
12.9KNew |
$524K - $579K
|
12.9K
$532K
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11.7K+ 33.14% |
$476K - $525K
|
47K
$1.94M
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 86.4% |
$473K - $522K
|
25.1K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 132.92% |
$458K - $506K
|
19.8K
$815K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.4KNew |
$423K - $467K
|
10.4K
$429K
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
BUY
|
- |
10.3K+ 35.64% |
$418K - $462K
|
39.2K
$1.62M
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
7.46KNew |
$303K - $335K
|
7.46K
$308K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.38KNew |
$300K - $331K
|
7.38K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.29K+ 2.01% |
$296K - $327K
|
369K
$15.2M
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7.02K+ 2.38% |
$285K - $315K
|
302K
$12.5M
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$275K - $304K
|
6.76K
$279K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.25KNew |
$254K - $281K
|
6.25K
$258K
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
5.68K+ 37.95% |
$231K - $255K
|
20.6K
$852K
|
|
Nov 01, 2022
Q3 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
5.5KNew |
$224K - $247K
|
5.5K
$227K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.36KNew |
$218K - $241K
|
5.36K
$221K
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
4.57K+ 23.78% |
$186K - $205K
|
23.8K
$981K
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
BUY
|
- |
4.12K+ 38.98% |
$167K - $185K
|
14.7K
$606K
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.07K+ 14.78% |
$166K - $183K
|
31.6K
$1.31M
|
|
Oct 18, 2022
Q3 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.97K+ 15.68% |
$161K - $178K
|
29.3K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.78K+ 24.96% |
$153K - $170K
|
18.9K
$780K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3.57K+ 25.83% |
$145K - $161K
|
17.4K
$719K
|
|
Oct 11, 2022
Q3 2022
|
Lvz, Inc.
|
BUY
|
- |
3.46K+ 19.9% |
$141K - $155K
|
20.8K
$860K
|