Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.66MNew |
$65.7M - $70.8M
|
1.66M
$69.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.66MNew |
$65.4M - $70.4M
|
1.66M
$68.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.63MNew |
$64.4M - $69.4M
|
1.63M
$67.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.28M+ 1414.09% |
$50.8M - $54.6M
|
1.38M
$57.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
913K+ 202.74% |
$36.1M - $38.8M
|
1.36M
$56.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
741KNew |
$29.3M - $31.5M
|
741K
$30.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
675KNew |
$26.7M - $28.7M
|
675K
$28M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
603K+ 110.44% |
$23.8M - $25.7M
|
1.15M
$47.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
506KNew |
$20M - $21.5M
|
506K
$21M
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
459KNew |
$18.1M - $19.5M
|
459K
$19.1M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
416KNew |
$16.4M - $17.7M
|
416K
$17.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
394KNew |
$15.6M - $16.8M
|
394K
$16.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
370K+ 90.54% |
$14.6M - $15.7M
|
779K
$32.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
313K+ 40.69% |
$12.4M - $13.3M
|
1.08M
$44.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
292KNew |
$11.5M - $12.4M
|
292K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
289K+ 86.18% |
$11.4M - $12.3M
|
625K
$26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
264K+ 199.62% |
$10.4M - $11.2M
|
396K
$16.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
253K+ 14.0% |
$10M - $10.8M
|
2.06M
$85.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
232K+ 14.83% |
$9.18M - $9.88M
|
1.8M
$74.7M
|
|
|
Jan 19, 2024
Q4 2023
|
New Capital Management LP
|
BUY
|
- |
232KNew |
$9.15M - $9.85M
|
232K
$9.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
230K+ 3.58% |
$9.08M - $9.77M
|
6.65M
$276M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
228KNew |
$9.02M - $9.71M
|
228K
$9.48M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
212K+ 9.24% |
$8.36M - $9M
|
2.5M
$104M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
210K+ 30.07% |
$8.3M - $8.94M
|
909K
$37.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
201K+ 183.37% |
$7.96M - $8.57M
|
311K
$12.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
195K+ 52.36% |
$7.72M - $8.31M
|
568K
$23.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
184KNew |
$7.28M - $7.84M
|
184K
$7.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
183K+ 16.43% |
$7.24M - $7.79M
|
1.3M
$53.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
167KNew |
$6.62M - $7.12M
|
167K
$6.96M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
165K+ 0.0% |
$6.53M - $7.02M
|
165K
$6.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
165K+ 0.0% |
$6.53M - $7.02M
|
165K
$6.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165K+ 85.63% |
$6.52M - $7.02M
|
358K
$14.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
157K+ 19.75% |
$6.2M - $6.67M
|
951K
$39.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
148K+ 37.95% |
$5.84M - $6.29M
|
538K
$22.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
142K+ 36.44% |
$5.62M - $6.05M
|
533K
$22.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
128K+ 32.82% |
$5.07M - $5.45M
|
519K
$21.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
126K+ 584.82% |
$4.98M - $5.36M
|
148K
$6.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
117K+ 10.24% |
$4.62M - $4.97M
|
1.26M
$52.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
110K+ 80.24% |
$4.33M - $4.66M
|
246K
$10.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109K+ 9.77% |
$4.3M - $4.63M
|
1.22M
$50.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
107KNew |
$4.22M - $4.54M
|
107K
$4.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
105K+ 59.66% |
$4.15M - $4.47M
|
281K
$11.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
101K+ 27.05% |
$4M - $4.31M
|
476K
$19.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
98.8K+ 18.48% |
$3.9M - $4.2M
|
633K
$26.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
97.9K+ 52.88% |
$3.87M - $4.16M
|
283K
$11.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
89.5KNew |
$3.54M - $3.81M
|
89.5K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
89.3KNew |
$3.53M - $3.8M
|
89.3K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
82.1KNew |
$3.24M - $3.49M
|
82.1K
$3.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
78.7K+ 17.49% |
$3.11M - $3.35M
|
528K
$22M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
78.2K+ 9.5% |
$3.09M - $3.33M
|
902K
$37.5M
|