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 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
216+ 1.68% |
$8.93K - $9.41K
|
13.1K
$542K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
205New |
$8.47K - $8.93K
|
205
$8.52K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
136+ 0.39% |
$5.62K - $5.92K
|
35.1K
$1.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
118+ 1.89% |
$4.88K - $5.14K
|
6.37K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
113+ 1.03% |
$4.67K - $4.92K
|
11.1K
$463K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
112New |
$4.63K - $4.88K
|
112
$4.65K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
106+ 0.26% |
$4.38K - $4.62K
|
40.4K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95+ 0.37% |
$3.93K - $4.14K
|
26.1K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
91+ 0.36% |
$3.76K - $3.96K
|
25.7K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58+ 0.4% |
$2.4K - $2.53K
|
14.7K
$611K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 1.62% |
$2.11K - $2.22K
|
3.2K
$133K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
51+ 0.67% |
$2.11K - $2.22K
|
7.69K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
46+ 5.51% |
$1.9K - $2K
|
881
$36.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.98% |
$827 - $871
|
2.07K
$86K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$41.3 - $43.6
|
8.27K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-19- 0.19% |
$785 - $827
|
10K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-29- 0.06% |
$1.2K - $1.26K
|
49K
$2.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-35- 0.1% |
$1.45K - $1.52K
|
35K
$1.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36- 0.71% |
$1.49K - $1.57K
|
5.07K
$210K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-78- 0.17% |
$3.22K - $3.4K
|
44.7K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-87- 0.11% |
$3.6K - $3.79K
|
77.5K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-128- 3.26% |
$5.29K - $5.57K
|
3.8K
$158K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-128- 15.13% |
$5.29K - $5.57K
|
718
$29.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-147- 13.44% |
$6.08K - $6.4K
|
947
$39.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-174- 0.49% |
$7.19K - $7.58K
|
35.6K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-195- 1.84% |
$8.06K - $8.49K
|
10.4K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-201- 0.94% |
$8.31K - $8.75K
|
21.2K
$880K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-214- 1.14% |
$8.85K - $9.32K
|
18.6K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-264- 7.78% |
$10.9K - $11.5K
|
3.13K
$130K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-318- 0.86% |
$13.1K - $13.8K
|
36.8K
$1.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-354- 1.07% |
$14.6K - $15.4K
|
32.7K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-399- 2.94% |
$16.5K - $17.4K
|
13.2K
$548K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-402- 3.11% |
$16.6K - $17.5K
|
12.5K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-455- 1.24% |
$18.8K - $19.8K
|
36.2K
$1.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-544- 4.35% |
$22.5K - $23.7K
|
12K
$497K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-578- 19.67% |
$23.9K - $25.2K
|
2.36K
$98.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-657- 2.31% |
$27.2K - $28.6K
|
27.8K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-672- 9.64% |
$27.8K - $29.3K
|
6.3K
$262K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-686- 4.09% |
$28.4K - $29.9K
|
16.1K
$668K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-816- 0.4% |
$33.7K - $35.5K
|
201K
$8.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-996- 1.94% |
$41.2K - $43.4K
|
50.3K
$2.09M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06K- 6.51% |
$43.7K - $46.1K
|
15.2K
$631K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.12K- 14.85% |
$46.3K - $48.7K
|
6.42K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.2K- 7.84% |
$49.8K - $52.4K
|
14.2K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.44K- 31.3% |
$59.5K - $62.7K
|
3.16K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.63K- 3.18% |
$67.4K - $71K
|
49.7K
$2.06M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.77K- 15.22% |
$73.2K - $77.1K
|
9.87K
$410K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.91K- 3.18% |
$79K - $83.2K
|
58.1K
$2.41M
|