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 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.91K- 1.93% |
$79K - $83.2K
|
97K
$4.03M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.91K- 3.94% |
$79.1K - $83.4K
|
46.6K
$1.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.93K- 18.69% |
$79.9K - $84.1K
|
8.41K
$349K
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.96K- 17.91% |
$81.2K - $85.5K
|
9K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 7.2% |
$85.1K - $89.6K
|
26.5K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.08K- 72.77% |
$86.1K - $90.7K
|
779
$32.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.18K- 6.05% |
$90.3K - $95.1K
|
33.9K
$1.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-2.43K- 11.63% |
$101K - $106K
|
18.5K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.54K- 0.58% |
$105K - $111K
|
437K
$18.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.55K- 12.05% |
$105K - $111K
|
18.6K
$773K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.16K- 11.52% |
$131K - $138K
|
24.3K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.34K- 1.16% |
$138K - $146K
|
286K
$11.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-4.31K- 2.03% |
$178K - $188K
|
208K
$8.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.83K- 2.45% |
$200K - $210K
|
193K
$8M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-5.1K- 4.7% |
$211K - $222K
|
103K
$4.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-6.02K- 3.42% |
$249K - $262K
|
170K
$7.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.06K- 8.88% |
$250K - $264K
|
62.1K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.49K- 15.93% |
$268K - $283K
|
34.3K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.85K- 47.8% |
$324K - $342K
|
8.57K
$356K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-8.45K- 3.81% |
$349K - $368K
|
213K
$8.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.48K- 7.41% |
$351K - $369K
|
106K
$4.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.51K- 30.55% |
$352K - $371K
|
19.4K
$804K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-9.13K- 26.98% |
$378K - $398K
|
24.7K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.44K- 24.68% |
$390K - $411K
|
28.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-11K- 31.54% |
$455K - $479K
|
23.9K
$992K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12K- 18.03% |
$495K - $522K
|
54.5K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-14K- 0.83% |
$578K - $609K
|
1.68M
$69.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-14K- 2.06% |
$578K - $609K
|
665K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-15.4K- 31.69% |
$636K - $670K
|
33.2K
$1.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-16.9K- 27.99% |
$699K - $736K
|
43.5K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.8K- 8.1% |
$1.03M - $1.08M
|
282K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30K- 24.51% |
$1.24M - $1.31M
|
92.4K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33.9K- 7.03% |
$1.4M - $1.48M
|
449K
$18.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-45.8K- 15.9% |
$1.89M - $1.99M
|
242K
$10.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-56.6K- 31.49% |
$2.34M - $2.46M
|
123K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68.3K- 39.47% |
$2.82M - $2.97M
|
105K
$4.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-72.4K- 92.25% |
$2.99M - $3.16M
|
6.09K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-79K- 16.56% |
$3.27M - $3.44M
|
398K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-87.8K- 90.84% |
$3.63M - $3.82M
|
8.85K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-130K- 21.97% |
$5.37M - $5.66M
|
461K
$19.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-225K- 40.38% |
$9.32M - $9.81M
|
333K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-270K- 35.09% |
$11.2M - $11.8M
|
500K
$20.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-590K- 65.95% |
$24.4M - $25.7M
|
304K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.08M- 99.04% |
$127M - $134M
|
29.8K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.33M- 82.69% |
$262M - $276M
|
1.33M
$55.1M
|