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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
BUY
|
- |
3.37K+ 25.32% |
$137K - $151K
|
16.7K
$693K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.05KNew |
$124K - $137K
|
3.05K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59KNew |
$105K - $116K
|
2.59K
$108K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
2.26KNew |
$92K - $102K
|
2.26K
$94K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
BUY
|
- |
2.2K+ 250.34% |
$89.5K - $98.9K
|
3.08K
$128K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
2.18K+ 0.2% |
$88.4K - $97.7K
|
1.07M
$44.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.07K+ 5.2% |
$84.2K - $93.1K
|
41.9K
$1.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.91K+ 13.79% |
$77.5K - $85.7K
|
15.7K
$654K
|
|
|
Oct 11, 2022
Q3 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
1.4K+ 25.61% |
$57K - $63K
|
6.88K
$286K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.13K+ 8.67% |
$45.8K - $50.6K
|
14.1K
$586K
|
|
|
Oct 25, 2022
Q3 2022
|
Shearwater Capital LLC
|
BUY
|
- |
1.07K+ 9.87% |
$43.4K - $48K
|
11.9K
$494K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
968+ 26.58% |
$39.3K - $43.5K
|
4.61K
$191K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
501New |
$20.4K - $22.5K
|
501
$20.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Wealth, LLC
|
BUY
|
- |
307+ 0.09% |
$12.5K - $13.8K
|
327K
$13.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
235New |
$9.55K - $10.6K
|
235
$9.76K
|
|
|
Nov 14, 2022
Q3 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
100+ 1.59% |
$4.06K - $4.49K
|
6.38K
$265K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
92New |
$3.74K - $4.13K
|
92
$3.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
85New |
$3.45K - $3.82K
|
85
$3.53K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
5+ 1.81% |
$203 - $225
|
281
$11.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4- 80.0% |
$163 - $180
|
1
$41.5
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-300- 3.13% |
$12.2K - $13.5K
|
9.27K
$385K
|
|
|
Oct 21, 2022
Q3 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-347- 0.09% |
$14.1K - $15.6K
|
378K
$15.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.05K- 9.87% |
$42.5K - $47K
|
9.55K
$397K
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.05K- 15.04% |
$42.8K - $47.3K
|
5.95K
$247K
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 7.38% |
$53.7K - $59.4K
|
16.6K
$689K
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.32K- 7.38% |
$53.7K - $59.4K
|
16.6K
$689K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.72K- 11.57% |
$69.9K - $77.2K
|
13.1K
$546K
|
|
|
Oct 21, 2022
Q3 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.11K- 6.65% |
$126K - $139K
|
43.6K
$1.81M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-3.64K- 5.36% |
$148K - $164K
|
64.3K
$2.67M
|
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.06K- 9.43% |
$246K - $272K
|
58.2K
$2.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.1K- 10.78% |
$737K - $814K
|
150K
$6.23M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-19.8K- 5.99% |
$804K - $888K
|
311K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-20.2K- 10.69% |
$820K - $906K
|
169K
$7M
|
|
|
Nov 01, 2022
Q3 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-21.1K- 23.29% |
$857K - $947K
|
69.4K
$2.88M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-31.8K- 33.65% |
$1.29M - $1.43M
|
62.7K
$2.61M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-48.9K- 37.42% |
$1.99M - $2.2M
|
81.8K
$3.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Chico Wealth Ria
|
SELL
|
- |
-350K- 92.19% |
$14.2M - $15.7M
|
29.6K
$1.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.58M- 97.56% |
$186M - $206M
|
115K
$4.77M
|