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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
55.6K+ 119.64% |
$2.3M - $2.42M
|
102K
$4.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
48.6K+ 4.92% |
$2.01M - $2.11M
|
1.04M
$42.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
46.3KNew |
$1.91M - $2.01M
|
46.3K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.7KNew |
$1.81M - $1.9M
|
43.7K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
41.4K+ 10.29% |
$1.71M - $1.8M
|
444K
$18.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
41.1KNew |
$1.7M - $1.79M
|
41.1K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
39.6K+ 19.06% |
$1.64M - $1.72M
|
247K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
37.7K+ 115.58% |
$1.56M - $1.64M
|
70.3K
$2.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
BUY
|
- |
37.1K+ 20.73% |
$1.54M - $1.62M
|
216K
$8.93M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
37KNew |
$1.53M - $1.61M
|
37K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
36.9K+ 5.99% |
$1.53M - $1.61M
|
653K
$27M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
35.7KNew |
$1.47M - $1.55M
|
35.7K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35K+ 2.64% |
$1.44M - $1.52M
|
1.36M
$56.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
34.4K+ 26.78% |
$1.42M - $1.5M
|
163K
$6.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
34K+ 4.21% |
$1.41M - $1.48M
|
841K
$34.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
33.4K+ 21.45% |
$1.38M - $1.45M
|
189K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.7K+ 26.85% |
$1.35M - $1.43M
|
155K
$6.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.6K+ 2.03% |
$1.31M - $1.38M
|
1.59M
$65.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
31.3K+ 47.75% |
$1.29M - $1.36M
|
96.8K
$3.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
31.1K+ 14.18% |
$1.29M - $1.36M
|
251K
$10.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
30.5K+ 7.53% |
$1.26M - $1.33M
|
436K
$18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.2K+ 30.57% |
$1.25M - $1.32M
|
129K
$5.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.3KNew |
$1.21M - $1.28M
|
29.3K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
28.9K+ 15.08% |
$1.19M - $1.26M
|
221K
$9.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$1.18M - $1.24M
|
28.5K
$1.18M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
27.2K+ 2.14% |
$1.12M - $1.18M
|
1.3M
$53.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
24.6K+ 2.71% |
$1.02M - $1.07M
|
934K
$38.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
24.4KNew |
$1.01M - $1.06M
|
24.4K
$1.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
24.1K+ 15.5% |
$994K - $1.05M
|
179K
$7.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22.5K+ 14.32% |
$930K - $980K
|
180K
$7.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
22.2K+ 11.01% |
$918K - $967K
|
224K
$9.23M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
21.9KNew |
$906K - $954K
|
21.9K
$904K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
20.9K+ 11.26% |
$865K - $912K
|
207K
$8.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
20.6K+ 17.5% |
$852K - $898K
|
138K
$5.71M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
20.4K+ 4.25% |
$842K - $887K
|
500K
$20.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
20.3KNew |
$839K - $884K
|
20.3K
$838K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.2K+ 21.98% |
$837K - $882K
|
112K
$4.64M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20K+ 5.78% |
$825K - $870K
|
365K
$15.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20K+ 5.78% |
$825K - $870K
|
365K
$15.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.8K+ 31.97% |
$818K - $862K
|
81.7K
$3.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
19.6K+ 13.81% |
$809K - $852K
|
161K
$6.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
18.8K+ 2.42% |
$778K - $819K
|
795K
$32.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18.6K+ 35.08% |
$768K - $809K
|
71.6K
$2.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
18.5K+ 5.81% |
$767K - $808K
|
338K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
18.5K+ 9.73% |
$763K - $804K
|
208K
$8.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
18.4K+ 3.66% |
$760K - $800K
|
521K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.9K+ 8.44% |
$739K - $778K
|
230K
$9.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
17.8K+ 11.03% |
$738K - $777K
|
180K
$7.42M
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.8K+ 1.67% |
$737K - $776K
|
1.09M
$44.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
17.2K+ 2.16% |
$712K - $750K
|
816K
$33.7M
|