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 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
76.6KNew |
$3.03M - $3.26M
|
76.6K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
70.7KNew |
$2.79M - $3.01M
|
70.7K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
70.6KNew |
$2.79M - $3M
|
70.6K
$2.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
68.8K+ 14.54% |
$2.72M - $2.93M
|
542K
$22.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
59.2K+ 87.11% |
$2.34M - $2.52M
|
127K
$5.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
57.9K+ 192.28% |
$2.29M - $2.46M
|
88K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.8K+ 16.69% |
$2.25M - $2.42M
|
397K
$16.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
56KNew |
$2.22M - $2.38M
|
56K
$2.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
53.5KNew |
$2.11M - $2.28M
|
53.5K
$2.22M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
53.5K+ 29.12% |
$2.11M - $2.28M
|
237K
$9.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
49.7K+ 23.21% |
$1.97M - $2.12M
|
264K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.6K+ 15.09% |
$1.96M - $2.11M
|
378K
$15.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46.4K+ 12.95% |
$1.83M - $1.97M
|
404K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
46K+ 68.56% |
$1.82M - $1.96M
|
113K
$4.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
45.7KNew |
$1.81M - $1.95M
|
45.7K
$1.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
45.7K+ 12.48% |
$1.8M - $1.94M
|
412K
$17.1M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
45.3K+ 124.87% |
$1.79M - $1.93M
|
81.5K
$3.39M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
43.6KNew |
$1.72M - $1.86M
|
43.6K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
43.4K+ 339.07% |
$1.71M - $1.84M
|
56.2K
$2.33M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
43KNew |
$1.7M - $1.83M
|
43K
$1.78M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
42.8K+ 33.26% |
$1.69M - $1.82M
|
171K
$7.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.3K+ 77.5% |
$1.63M - $1.76M
|
94.6K
$3.93M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
39.2K+ 46.04% |
$1.55M - $1.67M
|
124K
$5.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
39.2K+ 46.04% |
$1.55M - $1.67M
|
124K
$5.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
36.9K+ 9.34% |
$1.46M - $1.57M
|
432K
$17.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
36.8KNew |
$1.46M - $1.57M
|
36.8K
$1.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.7K+ 543.26% |
$1.41M - $1.52M
|
42.3K
$1.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
35.6KNew |
$1.41M - $1.51M
|
35.6K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
35.1K+ 23.85% |
$1.39M - $1.49M
|
182K
$7.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
35K+ 22.98% |
$1.38M - $1.49M
|
188K
$7.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
33.6K+ 8.87% |
$1.33M - $1.43M
|
412K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
33.2KNew |
$1.31M - $1.41M
|
33.2K
$1.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$1.29M - $1.39M
|
32.6K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.8KNew |
$1.18M - $1.27M
|
29.8K
$1.24M
|
|
|
Jan 25, 2024
Q4 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
29.3K+ 24.12% |
$1.16M - $1.25M
|
151K
$6.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
29.1K+ 11.16% |
$1.15M - $1.24M
|
290K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
28.2K+ 229.71% |
$1.11M - $1.2M
|
40.4K
$1.68M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.9KNew |
$943K - $1.01M
|
23.9K
$991K
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
23.8KNew |
$940K - $1.01M
|
23.8K
$988K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
23.5KNew |
$929K - $1M
|
23.5K
$976K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
19.3K+ 44.1% |
$764K - $823K
|
63.2K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19.3K+ 3.3% |
$764K - $822K
|
604K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
19.1K+ 6.29% |
$755K - $812K
|
323K
$13.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18.4KNew |
$727K - $782K
|
18.4K
$764K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.1K+ 178.47% |
$715K - $770K
|
28.2K
$1.17M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
16.9KNew |
$666K - $717K
|
16.9K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
16.7KNew |
$658K - $709K
|
16.7K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.2K+ 81.06% |
$599K - $645K
|
33.9K
$1.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
14.6KNew |
$577K - $621K
|
14.6K
$606K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
14.1KNew |
$556K - $599K
|
14.1K
$585K
|