Purchases and Sales Made in Q3 2023 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 2023. 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 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
828K+ 4234.42% |
$33.4M - $34.8M
|
848K
$35.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
540K+ 236.28% |
$21.8M - $22.7M
|
768K
$32.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
309K+ 34.78% |
$12.5M - $13M
|
1.2M
$50.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
230K+ 77.04% |
$9.28M - $9.68M
|
529K
$22.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
219K+ 23.76% |
$8.84M - $9.22M
|
1.14M
$47.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
218K+ 16.21% |
$8.8M - $9.19M
|
1.57M
$65.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
211KNew |
$8.52M - $8.89M
|
211K
$8.83M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
210KNew |
$8.46M - $8.83M
|
210K
$8.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
205K+ 121.14% |
$8.27M - $8.63M
|
375K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
193KNew |
$7.77M - $8.1M
|
193K
$8.05M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
181K+ 11.14% |
$7.3M - $7.62M
|
1.81M
$75.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
161K+ 41.76% |
$6.49M - $6.77M
|
546K
$22.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
152K+ 73.75% |
$6.12M - $6.39M
|
358K
$15M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
132K+ 19.11% |
$5.32M - $5.55M
|
823K
$34.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
130K+ 6.02% |
$5.24M - $5.47M
|
2.29M
$95.7M
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
129KNew |
$5.18M - $5.41M
|
129K
$5.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
117K+ 28.12% |
$4.73M - $4.93M
|
535K
$22.3M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
117K+ 28.12% |
$4.73M - $4.93M
|
535K
$22.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
110K+ 10.97% |
$4.44M - $4.63M
|
1.11M
$46.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
110K+ 144.94% |
$4.42M - $4.61M
|
185K
$7.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
108K+ 1.1% |
$4.35M - $4.54M
|
9.92M
$414M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
105KNew |
$4.23M - $4.41M
|
105K
$4.38M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
102K+ 1.61% |
$4.09M - $4.27M
|
6.42M
$268M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
99.2K+ 28.3% |
$4M - $4.17M
|
450K
$18.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
96.6K+ 32.96% |
$3.89M - $4.06M
|
390K
$16.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
92.4K+ 24.29% |
$3.73M - $3.89M
|
473K
$19.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
84.2K+ 10528.75% |
$3.39M - $3.54M
|
85K
$3.55M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
84.2K+ 10528.75% |
$3.39M - $3.54M
|
85K
$3.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
72.8K+ 22.9% |
$2.93M - $3.06M
|
391K
$16.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
67K+ 12.51% |
$2.7M - $2.82M
|
603K
$25.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
65.7K+ 9.88% |
$2.65M - $2.76M
|
731K
$30.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
65.5K+ 6.25% |
$2.64M - $2.75M
|
1.11M
$46.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
62.9K+ 12.05% |
$2.54M - $2.65M
|
585K
$24.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
62.3K+ 40.99% |
$2.51M - $2.62M
|
214K
$8.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
59.6K+ 18.01% |
$2.4M - $2.5M
|
390K
$16.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
54.9K+ 152.95% |
$2.21M - $2.31M
|
90.8K
$3.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
53.8KNew |
$2.17M - $2.26M
|
53.8K
$2.25M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
53.2K+ 95.76% |
$2.14M - $2.24M
|
109K
$4.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
53.2K+ 14.96% |
$2.14M - $2.24M
|
409K
$17.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
50.2K+ 49.08% |
$2.02M - $2.11M
|
153K
$6.37M
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
48.7K+ 15.36% |
$1.96M - $2.05M
|
366K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
48K+ 874.17% |
$1.93M - $2.02M
|
53.4K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.5KNew |
$1.87M - $1.95M
|
46.5K
$1.94M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
45.6K+ 13.93% |
$1.84M - $1.92M
|
373K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
43.9K+ 136.8% |
$1.77M - $1.85M
|
76K
$3.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
42.8K+ 208.13% |
$1.72M - $1.8M
|
63.3K
$2.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
40.8K+ 3.7% |
$1.64M - $1.72M
|
1.14M
$47.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.1K+ 139.57% |
$1.57M - $1.64M
|
67.1K
$2.8M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
37.1K+ 3.14% |
$1.49M - $1.56M
|
1.22M
$50.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.1K+ 38.02% |
$1.46M - $1.52M
|
131K
$5.48M
|