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 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
35.7K+ 38.83% |
$1.44M - $1.5M
|
128K
$5.31M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
35.3K+ 25.09% |
$1.42M - $1.48M
|
176K
$7.31M
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
35.2K+ 55.74% |
$1.42M - $1.48M
|
98.2K
$4.08M
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
34.5K+ 45.76% |
$1.39M - $1.45M
|
110K
$4.56M
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
32.4K+ 10.69% |
$1.31M - $1.36M
|
336K
$13.9M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
31.4K+ 62.5% |
$1.27M - $1.32M
|
81.7K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
29.4K+ 22.53% |
$1.19M - $1.24M
|
160K
$6.65M
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28.5KNew |
$1.15M - $1.2M
|
28.5K
$1.19M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.6K+ 36.99% |
$1.11M - $1.16M
|
102K
$4.24M
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25.8K+ 25.13% |
$1.04M - $1.09M
|
129K
$5.35M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
23.6K+ 16.36% |
$950K - $992K
|
168K
$6.97M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.8K+ 3.5% |
$880K - $919K
|
646K
$26.8M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19.1K+ 79.28% |
$771K - $805K
|
43.3K
$1.8M
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
18.6K+ 25.1% |
$749K - $782K
|
92.6K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
17.1K+ 62.85% |
$690K - $720K
|
44.4K
$1.84M
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
16.9KNew |
$681K - $710K
|
16.9K
$702K
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
16.4K+ 205.01% |
$660K - $689K
|
24.4K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 5.0% |
$653K - $681K
|
341K
$14.1M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
16K+ 4.22% |
$644K - $672K
|
395K
$16.4M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.8KNew |
$638K - $665K
|
15.8K
$657K
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
14.5K+ 19.19% |
$585K - $610K
|
90.1K
$3.74M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 24.15% |
$582K - $607K
|
74.2K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.4KNew |
$541K - $564K
|
13.4K
$558K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 45.86% |
$523K - $546K
|
41.3K
$1.72M
|
|
Oct 20, 2023
Q3 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
12.6K+ 2.72% |
$509K - $531K
|
477K
$19.8M
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
12.5K+ 13.58% |
$503K - $524K
|
104K
$4.33M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.7KNew |
$472K - $493K
|
11.7K
$487K
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
10.5K+ 9.41% |
$422K - $440K
|
122K
$5.05M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
9.42K+ 5.41% |
$380K - $396K
|
184K
$7.63M
|
|
Oct 23, 2023
Q3 2023
|
Better Wealth, LLC
|
BUY
|
- |
9.37K+ 2.79% |
$378K - $394K
|
345K
$14.3M
|
|
Nov 08, 2023
Q3 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
9.08K+ 6.59% |
$366K - $382K
|
147K
$6.11M
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
9.02K+ 11.22% |
$363K - $379K
|
89.4K
$3.71M
|
|
Oct 13, 2023
Q3 2023
|
Divergent Planning, LLC
|
BUY
|
- |
7.93K+ 2.67% |
$320K - $333K
|
305K
$12.7M
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.64K+ 5.49% |
$308K - $321K
|
147K
$6.1M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
7.57KNew |
$305K - $318K
|
7.57K
$314K
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
7.56K+ 30.88% |
$305K - $318K
|
32K
$1.33M
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.45K+ 14.97% |
$300K - $313K
|
57.2K
$2.37M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.15K+ 9.36% |
$288K - $301K
|
83.5K
$3.47M
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
7.08K+ 14.01% |
$285K - $298K
|
57.6K
$2.39M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7K+ 0.85% |
$282K - $294K
|
827K
$34.4M
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
6.8K+ 11.11% |
$274K - $286K
|
68K
$2.83M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$270K - $282K
|
6.7K
$278K
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.66K+ 17.92% |
$269K - $280K
|
43.9K
$1.82M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.58KNew |
$265K - $277K
|
6.58K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.43K+ 13.71% |
$259K - $270K
|
53.3K
$2.21M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.33K+ 118.4% |
$255K - $266K
|
11.7K
$485K
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.13K+ 100.03% |
$247K - $258K
|
12.3K
$509K
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.08K+ 4.3% |
$245K - $255K
|
147K
$6.12M
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.53KNew |
$223K - $232K
|
5.53K
$230K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.22K+ 43.79% |
$210K - $220K
|
17.1K
$712K
|