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 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
- |
39.5KNew |
$1.57M - $1.69M
|
39.5K
$1.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
39.1K+ 93.17% |
$1.56M - $1.67M
|
81K
$3.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
38.4K+ 50.36% |
$1.53M - $1.64M
|
115K
$4.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38KNew |
$1.51M - $1.62M
|
38K
$1.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
34.2K+ 232.77% |
$1.36M - $1.46M
|
48.9K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
32.3K+ 334.36% |
$1.28M - $1.38M
|
41.9K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
28K+ 380.03% |
$1.12M - $1.2M
|
35.4K
$1.47M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
28KNew |
$1.11M - $1.2M
|
28K
$1.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
25.9KNew |
$1.03M - $1.11M
|
25.9K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
25.2K+ 43.19% |
$1M - $1.07M
|
83.4K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23.8KNew |
$946K - $1.02M
|
23.8K
$987K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.3KNew |
$927K - $995K
|
23.3K
$967K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22.1KNew |
$882K - $946K
|
22.1K
$920K
|
|
|
Jan 25, 2023
Q4 2022
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
21.9KNew |
$870K - $934K
|
21.9K
$908K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6KNew |
$860K - $923K
|
21.6K
$897K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
21.4KNew |
$854K - $916K
|
21.4K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
21.3KNew |
$850K - $912K
|
21.3K
$887K
|
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
20.9KNew |
$832K - $893K
|
20.9K
$868K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
20.7KNew |
$824K - $885K
|
20.7K
$860K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
19.3KNew |
$768K - $824K
|
19.3K
$801K
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
18.7KNew |
$745K - $800K
|
18.7K
$777K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18.6KNew |
$739K - $793K
|
18.6K
$771K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.4K+ 58.03% |
$731K - $785K
|
50K
$2.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
16.7KNew |
$664K - $712K
|
16.7K
$692K
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 74.73% |
$652K - $700K
|
38.3K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
14KNew |
$559K - $600K
|
14K
$583K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.7K+ 97.08% |
$546K - $586K
|
27.8K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.5KNew |
$539K - $579K
|
13.5K
$563K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
12.8K+ 43.04% |
$510K - $548K
|
42.6K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.9KNew |
$475K - $510K
|
11.9K
$495K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
10.5K+ 60.19% |
$417K - $448K
|
27.9K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
10.1KNew |
$402K - $431K
|
10.1K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.56KNew |
$381K - $409K
|
9.56K
$397K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.48KNew |
$378K - $405K
|
9.48K
$394K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.35KNew |
$333K - $357K
|
8.35K
$347K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.34K+ 5.01% |
$332K - $356K
|
175K
$7.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
7.89KNew |
$314K - $337K
|
7.89K
$328K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
7.48KNew |
$298K - $320K
|
7.48K
$311K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.24KNew |
$288K - $309K
|
7.24K
$301K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.9KNew |
$275K - $295K
|
6.9K
$287K
|
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
6.42K+ 30.79% |
$255K - $274K
|
27.3K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.37KNew |
$254K - $272K
|
6.37K
$265K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
6.27KNew |
$249K - $268K
|
6.27K
$260K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.18KNew |
$246K - $264K
|
6.18K
$257K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.18KNew |
$246K - $264K
|
6.18K
$257K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6KNew |
$239K - $257K
|
6K
$249K
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
5.67K+ 14.46% |
$226K - $242K
|
44.8K
$1.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Chico Wealth Ria
|
BUY
|
- |
5.55K+ 18.74% |
$221K - $237K
|
35.2K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$217K - $233K
|
5.45K
$226K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.28K+ 18.04% |
$210K - $226K
|
34.6K
$1.44M
|