Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
8.33M+ 849.46% |
$332M - $356M
|
9.31M
$389M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.59MNew |
$63.4M - $68.1M
|
1.59M
$66.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.03MNew |
$40.8M - $43.8M
|
1.03M
$42.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
556KNew |
$22.1M - $23.7M
|
556K
$23.2M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
486KNew |
$19.4M - $20.8M
|
486K
$20.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
358KNew |
$14.3M - $15.3M
|
358K
$15M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
357K+ 311.44% |
$14.2M - $15.3M
|
472K
$19.7M
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
347KNew |
$13.8M - $14.8M
|
347K
$14.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
313KNew |
$12.5M - $13.4M
|
313K
$13.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
304K+ 131.43% |
$12.1M - $13M
|
535K
$22.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
284KNew |
$11.3M - $12.1M
|
284K
$11.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
278KNew |
$11.1M - $11.9M
|
278K
$11.6M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
249KNew |
$9.93M - $10.7M
|
249K
$10.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
247K+ 122.64% |
$9.85M - $10.6M
|
449K
$18.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Divergent Planning, LLC
|
BUY
|
- |
240KNew |
$9.54M - $10.2M
|
240K
$10M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
236KNew |
$9.4M - $10.1M
|
236K
$9.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
229K+ 857.43% |
$9.1M - $9.77M
|
255K
$10.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
176K+ 580.68% |
$6.99M - $7.51M
|
206K
$8.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
160K+ 808.94% |
$6.36M - $6.83M
|
180K
$7.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
151KNew |
$6.03M - $6.47M
|
151K
$6.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
137K+ 15.65% |
$5.44M - $5.84M
|
1.01M
$42.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
135KNew |
$5.37M - $5.76M
|
135K
$5.63M
|
|
|
Jan 20, 2023
Q4 2022
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
135KNew |
$5.36M - $5.75M
|
135K
$5.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
123K+ 19.54% |
$4.88M - $5.24M
|
750K
$31.3M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
122K+ 40.47% |
$4.87M - $5.22M
|
424K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
116KNew |
$4.61M - $4.95M
|
116K
$4.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
115K+ 481.91% |
$4.56M - $4.9M
|
138K
$5.78M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 535.0% |
$4.26M - $4.57M
|
127K
$5.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
97K+ 206.31% |
$3.86M - $4.15M
|
144K
$6.02M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
84K+ 124.26% |
$3.35M - $3.59M
|
152K
$6.33M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
77.2KNew |
$3.08M - $3.3M
|
77.2K
$3.23M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
71KNew |
$2.83M - $3.03M
|
71K
$2.97M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
70.9K+ 20.62% |
$2.82M - $3.03M
|
415K
$17.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
70.5KNew |
$2.81M - $3.02M
|
70.5K
$2.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
69.2K+ 41.05% |
$2.76M - $2.96M
|
238K
$9.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
68.2KNew |
$2.72M - $2.92M
|
68.2K
$2.85M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
67.4K+ 12.33% |
$2.68M - $2.88M
|
614K
$25.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
67KNew |
$2.67M - $2.86M
|
67K
$2.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
61.9K+ 48.48% |
$2.46M - $2.65M
|
190K
$7.92M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
61.6KNew |
$2.45M - $2.63M
|
61.6K
$2.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
57.9KNew |
$2.3M - $2.47M
|
57.9K
$2.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
55.7KNew |
$2.22M - $2.38M
|
55.7K
$2.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
55.1KNew |
$2.19M - $2.35M
|
55.1K
$2.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
52.6K+ 45.06% |
$2.1M - $2.25M
|
169K
$7.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
50.9KNew |
$2.03M - $2.17M
|
50.9K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
48.4KNew |
$1.93M - $2.07M
|
48.4K
$2.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
47.7KNew |
$1.9M - $2.04M
|
47.7K
$1.99M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
46.6K+ 4.37% |
$1.86M - $1.99M
|
1.11M
$46.5M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
45.1KNew |
$1.8M - $1.93M
|
45.1K
$1.88M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
42.6KNew |
$1.7M - $1.82M
|
42.6K
$1.78M
|