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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.2KNew |
$210K - $219K
|
5.2K
$216K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.73K+ 18.63% |
$191K - $199K
|
30.1K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.6K+ 14.62% |
$185K - $193K
|
36K
$1.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
4.35K+ 11.68% |
$175K - $183K
|
41.5K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.18K+ 48.52% |
$168K - $176K
|
12.8K
$531K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.08K+ 26.35% |
$164K - $172K
|
19.6K
$813K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.07K+ 14.53% |
$164K - $171K
|
32K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.02K+ 2.5% |
$162K - $169K
|
165K
$6.85M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4.01K+ 22.83% |
$161K - $168K
|
21.6K
$896K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.8K+ 10.31% |
$153K - $160K
|
40.6K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.7KNew |
$149K - $156K
|
3.7K
$154K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
3.57K+ 1.39% |
$144K - $150K
|
261K
$10.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.53K+ 4.55% |
$142K - $149K
|
81.3K
$3.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.42K+ 1.09% |
$138K - $144K
|
317K
$13.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.38K+ 4.21% |
$136K - $142K
|
83.8K
$3.48M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
3.37K+ 7.3% |
$136K - $142K
|
49.6K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3.33K+ 23.64% |
$134K - $140K
|
17.4K
$724K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.18K+ 58.56% |
$128K - $134K
|
8.61K
$358K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.1K+ 1.96% |
$125K - $131K
|
161K
$6.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.68K+ 0.89% |
$108K - $113K
|
303K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58KNew |
$104K - $109K
|
2.58K
$107K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.33K+ 42.61% |
$93.9K - $97.9K
|
7.8K
$324K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.32KNew |
$93.3K - $97.3K
|
2.32K
$96.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
BUY
|
- |
2.13K+ 3.08% |
$85.7K - $89.4K
|
71.2K
$2.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.68KNew |
$67.8K - $70.7K
|
1.68K
$69.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 28.78% |
$66.1K - $69K
|
7.34K
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.29K+ 9.93% |
$52.1K - $54.4K
|
14.3K
$595K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.22K+ 9.73% |
$49.2K - $51.3K
|
13.8K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.17K+ 5.05% |
$47.2K - $49.3K
|
24.4K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Shearwater Capital LLC
|
BUY
|
- |
1.17K+ 5.14% |
$47K - $49K
|
23.8K
$990K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.08K+ 0.29% |
$43.5K - $45.4K
|
379K
$15.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.06K+ 5.85% |
$42.8K - $44.6K
|
19.2K
$797K
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.01K+ 3.25% |
$40.7K - $42.5K
|
32.2K
$1.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
997+ 50.23% |
$40.2K - $41.9K
|
2.98K
$124K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
940+ 0.83% |
$37.9K - $39.5K
|
115K
$4.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
722+ 0.44% |
$29.1K - $30.4K
|
164K
$6.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
698+ 5.3% |
$28.1K - $29.4K
|
13.9K
$576K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
616New |
$24.8K - $25.9K
|
616
$25.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
606New |
$24.4K - $25.5K
|
606
$25.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
525+ 4.16% |
$21.2K - $22.1K
|
13.1K
$546K
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
423+ 0.5% |
$17K - $17.8K
|
84.3K
$3.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
404+ 1.03% |
$16.3K - $17K
|
39.8K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
374New |
$15.1K - $15.7K
|
374
$15.5K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
354+ 6.78% |
$14.3K - $14.9K
|
5.58K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
285+ 2.41% |
$11.5K - $12K
|
12.1K
$503K
|
|
|
Oct 10, 2023
Q3 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
277+ 3.53% |
$11.2K - $11.6K
|
8.12K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
243+ 2.97% |
$9.79K - $10.2K
|
8.42K
$350K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
235+ 10.73% |
$9.47K - $9.88K
|
2.43K
$101K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
223+ 2.25% |
$8.99K - $9.38K
|
10.1K
$421K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
184+ 3.81% |
$7.42K - $7.74K
|
5.02K
$208K
|