Purchases and Sales Made in Q3 2024 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 2024. 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 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.61MNew |
$66.6M - $70.2M
|
1.61M
$66.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
632KNew |
$26.1M - $27.5M
|
632K
$26.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
368K+ 42.28% |
$15.2M - $16M
|
1.24M
$51.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
300K+ 41.65% |
$12.4M - $13.1M
|
1.02M
$42.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
283K+ 15.72% |
$11.7M - $12.3M
|
2.08M
$85.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
278K+ 26.79% |
$11.5M - $12.1M
|
1.32M
$54.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
269K+ 132.13% |
$11.1M - $11.7M
|
473K
$19.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
248KNew |
$10.3M - $10.8M
|
248K
$10.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
248K+ 10.25% |
$10.2M - $10.8M
|
2.66M
$110M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
228KNew |
$9.44M - $9.95M
|
228K
$9.43M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
228KNew |
$9.44M - $9.95M
|
228K
$9.43M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
223K+ 12.55% |
$9.23M - $9.73M
|
2M
$82.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
223KNew |
$9.22M - $9.71M
|
223K
$9.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
213K+ 2.07% |
$8.79M - $9.26M
|
10.5M
$433M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
182K+ 36.18% |
$7.54M - $7.94M
|
686K
$28.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
171K+ 25.28% |
$7.06M - $7.44M
|
847K
$35M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
165K+ 60.18% |
$6.82M - $7.19M
|
439K
$18.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
164K+ 24.26% |
$6.79M - $7.15M
|
841K
$34.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
155K+ 2169.3% |
$6.42M - $6.76M
|
162K
$6.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
150KNew |
$6.21M - $6.54M
|
150K
$6.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
148K+ 10.0% |
$6.12M - $6.45M
|
1.63M
$67.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
148K+ 11.82% |
$6.11M - $6.43M
|
1.4M
$57.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
138K+ 405.97% |
$5.72M - $6.03M
|
173K
$7.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
123K+ 32.37% |
$5.07M - $5.34M
|
502K
$20.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
122K+ 5.31% |
$5.06M - $5.33M
|
2.43M
$100M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
118K+ 4.25% |
$4.88M - $5.14M
|
2.9M
$120M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
114K+ 110.72% |
$4.71M - $4.96M
|
217K
$8.95M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
110K+ 167.75% |
$4.54M - $4.78M
|
175K
$7.23M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
108K+ 149.53% |
$4.48M - $4.72M
|
181K
$7.46M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
108K+ 594.96% |
$4.48M - $4.71M
|
126K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
106K+ 168.38% |
$4.37M - $4.61M
|
169K
$6.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
104K+ 13.29% |
$4.31M - $4.54M
|
889K
$36.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
98.4K+ 52.91% |
$4.07M - $4.29M
|
284K
$11.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
95.8K+ 24.85% |
$3.96M - $4.17M
|
481K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
93.1K+ 14.0% |
$3.85M - $4.05M
|
758K
$31.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
88.1K+ 23.14% |
$3.64M - $3.84M
|
469K
$19.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
84.6K+ 10.93% |
$3.5M - $3.69M
|
859K
$35.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
84.6K+ 1353.48% |
$3.5M - $3.68M
|
90.9K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
84.3K+ 162.57% |
$3.48M - $3.67M
|
136K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
82.7K+ 60.94% |
$3.42M - $3.6M
|
218K
$9.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
81.7KNew |
$3.38M - $3.56M
|
81.7K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.3K+ 30.3% |
$3.24M - $3.41M
|
337K
$13.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
75.6K+ 305.45% |
$3.13M - $3.29M
|
100K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.9K+ 140.06% |
$3.1M - $3.26M
|
128K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.9K+ 13.57% |
$2.97M - $3.13M
|
602K
$24.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
70.6K+ 118.49% |
$2.92M - $3.07M
|
130K
$5.37M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
59.1K+ 46.95% |
$2.44M - $2.57M
|
185K
$7.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
58.8K+ 12.54% |
$2.43M - $2.56M
|
527K
$21.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
58.7K+ 3.26% |
$2.43M - $2.56M
|
1.86M
$76.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58.5KNew |
$2.42M - $2.55M
|
58.5K
$2.41M
|