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 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
4.95KNew |
$197K - $211K
|
4.95K
$205K
|
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
4.82K+ 1.47% |
$192K - $206K
|
332K
$13.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
BUY
|
- |
4.25K+ 137.98% |
$169K - $182K
|
7.34K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.06K+ 68.14% |
$162K - $173K
|
10K
$416K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
BUY
|
- |
3.86K+ 23.14% |
$154K - $165K
|
20.5K
$854K
|
|
|
Feb 06, 2023
Q4 2022
|
Mattern Wealth Management LLC
|
BUY
|
- |
3.74K+ 29.02% |
$149K - $160K
|
16.6K
$691K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.69K+ 8.46% |
$147K - $158K
|
47.2K
$1.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.06K+ 40.97% |
$122K - $131K
|
10.5K
$437K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.86K+ 126.1% |
$114K - $122K
|
5.12K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 10.47% |
$105K - $112K
|
27.7K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
2.54K+ 21.35% |
$101K - $109K
|
14.4K
$600K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.25KNew |
$89.7K - $96.3K
|
2.25K
$93.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.96K+ 835.74% |
$78.2K - $83.9K
|
2.2K
$91.3K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.73KNew |
$68.9K - $74K
|
1.73K
$71.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.73KNew |
$68.9K - $74K
|
1.73K
$71.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.7K+ 36.92% |
$67.8K - $72.7K
|
6.31K
$262K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.06KNew |
$42.1K - $45.2K
|
1.06K
$43.9K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1KNew |
$39.8K - $42.7K
|
1K
$41.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
708New |
$28.2K - $30.3K
|
708
$29.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
637+ 4.85% |
$25.4K - $27.2K
|
13.8K
$572K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
603New |
$24K - $25.8K
|
603
$25K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
600New |
$23.9K - $25.6K
|
600
$24.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
585+ 8.5% |
$23.3K - $25K
|
7.47K
$310K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
489+ 174.02% |
$19.5K - $20.9K
|
770
$32K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
294+ 0.42% |
$11.7K - $12.6K
|
69.7K
$2.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
78New |
$3.11K - $3.33K
|
78
$3.24K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
60+ 1.09% |
$2.39K - $2.56K
|
5.56K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
56New |
$2.23K - $2.39K
|
56
$2.33K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
3New |
$119 - $128
|
3
$125
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.2% |
$39.8 - $42.7
|
502
$20.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-76- 1.42% |
$3.03K - $3.25K
|
5.29K
$220K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-235- 1.49% |
$9.36K - $10K
|
15.5K
$644K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-990- 15.51% |
$39.4K - $42.3K
|
5.39K
$224K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 5.69% |
$44.2K - $47.4K
|
18.4K
$765K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.24K- 4.49% |
$49.2K - $52.8K
|
26.3K
$1.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.63K- 17.06% |
$64.9K - $69.6K
|
7.92K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.87K- 9.89% |
$74.4K - $79.9K
|
17K
$707K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.9K- 0.77% |
$116K - $124K
|
375K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.7K- 3.13% |
$187K - $201K
|
145K
$6.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-5.73K- 27.73% |
$228K - $245K
|
14.9K
$620K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-8.74K- 3.29% |
$348K - $373K
|
257K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 97.7% |
$405K - $434K
|
239
$9.93K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-22.9K- 36.51% |
$912K - $979K
|
39.8K
$1.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-25.3K- 26.9% |
$1.01M - $1.08M
|
68.8K
$2.86M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-32.7K- 50.76% |
$1.3M - $1.4M
|
31.7K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-37.5K- 27.55% |
$1.49M - $1.6M
|
98.6K
$4.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.5K- 12.06% |
$1.77M - $1.9M
|
325K
$13.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-46.4K- 56.74% |
$1.85M - $1.98M
|
35.4K
$1.47M
|