Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Core Fxd In (DFCF)

DFCF Quotes by TradingView

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 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
162
+ 0.55%
$6.53K - $6.81K
29.7K $1.23M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
132
+ 0.21%
$5.32K - $5.55K
64K $2.66M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
50
+ 1.04%
$2.01K - $2.1K
4.85K $201K
Oct 17, 2023 Q3 2023
Five Oceans Advisors

BUY
 -
44
+ 0.27%
$1.77K - $1.85K
16.5K $687K
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
41
+ 36.28%
$1.65K - $1.72K
154 $6.4K
Oct 19, 2023 Q3 2023
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
15
+ 0.08%
$605 - $631
18.7K $779K
Oct 10, 2023 Q3 2023
Greenspring Advisors, LLC

SELL
 -
-120
- 0.53%
$4.84K - $5.05K
22.6K $938K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

SELL
 -
-131
- 2.04%
$5.28K - $5.51K
6.28K $261K
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

SELL
 -
-153
- 30.42%
$6.17K - $6.43K
350 $14.5K
Oct 11, 2023 Q3 2023
Cwm, LLC

SELL
 -
-474
- 61.72%
$19.1K - $19.9K
294 $12.2K
Nov 14, 2023 Q3 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-587
- 25.32%
$23.7K - $24.7K
1.73K $71.9K
Nov 13, 2023 Q3 2023
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-667
- 1.16%
$26.9K - $28K
57K $2.37M
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-816
- 4.53%
$32.9K - $34.3K
17.2K $714K
Nov 14, 2024 Q3 2023
Triune Financial Partners, LLC

Overland Park, KS
SELL
 -
-934
- 4.26%
$37.6K - $39.3K
21K $871K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-1.04K
- 5.32%
$41.8K - $43.6K
18.5K $767K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-1.29K
Closed
$52.1K - $54.4K
0 $0
Nov 13, 2023 Q3 2023
Beta Wealth Group, Inc.

SELL
 -
-1.47K
- 9.31%
$59.3K - $61.9K
14.3K $596K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

SELL
 -
-2.09K
- 10.92%
$84.3K - $88K
17.1K $709K
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
SELL
 -
-2.35K
- 11.15%
$94.5K - $98.6K
18.7K $777K
Nov 14, 2023 Q3 2023
Safeguard Investment Advisory Group, LLC

SELL
 -
-2.85K
- 4.24%
$115K - $120K
64.4K $2.68M
Oct 27, 2023 Q3 2023
B&D White Capital Company, LLC

SELL
 -
-2.91K
- 7.18%
$117K - $122K
37.6K $1.56M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
SELL
 -
-3.92K
- 11.63%
$158K - $165K
29.8K $1.24M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-5.09K
- 3.59%
$205K - $214K
137K $5.67M
Nov 06, 2023 Q3 2023
Pioneer Wealth Management Group

Austin, TX
SELL
 -
-5.49K
- 32.89%
$221K - $231K
11.2K $465K
Oct 12, 2023 Q3 2023
Mendota Financial Group, LLC

Madison, WI
SELL
 -
-5.76K
- 38.46%
$232K - $242K
9.21K $383K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
SELL
 -
-6.1K
- 18.55%
$246K - $257K
26.8K $1.11M
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
SELL
 -
-6.13K
- 60.57%
$247K - $258K
3.99K $166K
Nov 03, 2023 Q3 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-8.51K
- 2.52%
$343K - $358K
329K $13.7M
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
SELL
 -
-9.31K
- 27.08%
$375K - $391K
25.1K $1.04M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
SELL
 -
-11.7K
- 58.89%
$471K - $492K
8.16K $339K
Oct 12, 2023 Q3 2023
Global Trust Asset Management, LLC

SELL
 -
-12.5K
- 31.9%
$503K - $524K
26.6K $1.11M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-12.7K
- 2.59%
$512K - $534K
479K $19.9M
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
SELL
 -
-19.5K
- 3.88%
$787K - $821K
484K $20.1M
Nov 09, 2023 Q3 2023
Rational Advisors LLC

Huntington, NY
SELL
 -
-30.6K
- 4.2%
$1.23M - $1.29M
699K $29M
Nov 09, 2023 Q3 2023
Us Advisors Wealth Management, LLC

Eden Prairie, MN
SELL
 -
-34.5K
- 57.12%
$1.39M - $1.45M
25.9K $1.08M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-36.8K
- 17.63%
$1.48M - $1.55M
172K $7.14M
Feb 02, 2024 Q3 2023
Lji Wealth Management, LLC

Indianapolis, IN
SELL
 -
-49.8K
Closed
$2.01M - $2.09M
0 $0
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-72.7K
- 27.28%
$2.93M - $3.06M
194K $8.05M
Oct 26, 2023 Q3 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
SELL
 -
-87.6K
- 64.84%
$3.53M - $3.69M
47.5K $1.97M
Feb 14, 2024 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-91K
- 34.08%
$3.67M - $3.83M
176K $7.31M
Nov 14, 2023 Q3 2023
Toronto Dominion Bank

Toronto, Ontario, A6
SELL
 -
-91K
- 34.08%
$3.67M - $3.83M
176K $7.31M
Nov 13, 2023 Q3 2023
Plan Group Financial, LLC

Oklahoma City, OK
SELL
 -
-110K
- 42.27%
$4.43M - $4.62M
150K $6.23M
Oct 12, 2023 Q3 2023
Market Street Wealth Management Advisors LLC

SELL
 -
-137K
- 14.72%
$5.52M - $5.76M
794K $33M
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-146K
- 9.99%
$5.9M - $6.16M
1.32M $54.8M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

SELL
 -
-165K
- 100.0%
$6.65M - $6.94M
1 $41.5
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

SELL
 -
-214K
- 61.65%
$8.62M - $8.99M
133K $5.53M
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
SELL
 -
-360K
- 44.42%
$14.5M - $15.1M
450K $18.7M

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