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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
13.8KNew |
$545K - $587K
|
13.8K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.5K+ 29.08% |
$534K - $575K
|
60K
$2.49M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
13.5K+ 27.22% |
$533K - $574K
|
63.1K
$2.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13.4K+ 41.89% |
$530K - $571K
|
45.4K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13.4K+ 14.45% |
$529K - $569K
|
106K
$4.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
13.4K+ 20.9% |
$529K - $569K
|
77.4K
$3.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
13KNew |
$514K - $553K
|
13K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13KNew |
$513K - $552K
|
13K
$539K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.9K+ 7.33% |
$510K - $549K
|
189K
$7.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
12.7K+ 75.47% |
$504K - $542K
|
29.6K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
12.3KNew |
$485K - $522K
|
12.3K
$510K
|
|
|
Jan 18, 2024
Q4 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
11.5KNew |
$456K - $491K
|
11.5K
$479K
|
|
|
Jan 26, 2024
Q4 2023
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
10.7K+ 2.23% |
$421K - $453K
|
488K
$20.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.5K+ 14.19% |
$416K - $448K
|
84.8K
$3.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$415K - $447K
|
10.5K
$436K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$400K - $430K
|
10.1K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.1K+ 38.98% |
$399K - $430K
|
36K
$1.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
9.87KNew |
$390K - $420K
|
9.87K
$410K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.02K+ 7.85% |
$356K - $383K
|
124K
$5.15M
|
|
|
Dec 26, 2024
Q4 2023
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
8.57KNew |
$339K - $365K
|
8.57K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
8.51K+ 10.42% |
$336K - $362K
|
90.2K
$3.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.49KNew |
$336K - $361K
|
8.49K
$353K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
8.32K+ 12.91% |
$329K - $354K
|
72.7K
$3.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.14K+ 69.72% |
$322K - $346K
|
19.8K
$823K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.86K+ 7.23% |
$311K - $334K
|
117K
$4.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Divergent Planning, LLC
|
BUY
|
- |
7.59K+ 2.49% |
$300K - $323K
|
312K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
7.51KNew |
$297K - $319K
|
7.51K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.42KNew |
$293K - $316K
|
7.42K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.39KNew |
$292K - $314K
|
7.39K
$307K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
7.36K+ 11.63% |
$291K - $313K
|
70.7K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
7.05KNew |
$278K - $300K
|
7.05K
$293K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.02KNew |
$278K - $299K
|
7.02K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.99KNew |
$276K - $297K
|
6.99K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.98K+ 89.48% |
$276K - $297K
|
14.8K
$614K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
6.92K+ 2.01% |
$274K - $295K
|
352K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
6.8K+ 56.15% |
$269K - $289K
|
18.9K
$785K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6.77KNew |
$268K - $288K
|
6.77K
$281K
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
6.58KNew |
$260K - $280K
|
6.58K
$273K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.11K+ 83.29% |
$242K - $260K
|
13.5K
$559K
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.11K+ 4.14% |
$241K - $260K
|
153K
$6.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.05KNew |
$239K - $257K
|
6.05K
$251K
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.94K+ 11.19% |
$235K - $253K
|
59.1K
$2.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Shearwater Capital LLC
|
BUY
|
- |
5.8K+ 24.31% |
$229K - $247K
|
29.6K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.22K+ 30.61% |
$206K - $222K
|
22.3K
$925K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
5.12KNew |
$202K - $218K
|
5.12K
$213K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
5.09KNew |
$201K - $217K
|
5.09K
$212K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
5.02K+ 28.79% |
$198K - $213K
|
22.5K
$933K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.93KNew |
$195K - $210K
|
4.93K
$205K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.89K+ 8.5% |
$193K - $208K
|
62.5K
$2.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.84KNew |
$191K - $206K
|
4.84K
$201K
|