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 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-206- 3.42% |
$8.14K - $8.76K
|
5.82K
$242K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-271- 0.33% |
$10.7K - $11.5K
|
81K
$3.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-451- 0.21% |
$17.8K - $19.2K
|
211K
$8.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-466- 0.28% |
$18.4K - $19.8K
|
164K
$6.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-534- 3.23% |
$21.1K - $22.7K
|
16K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-537- 18.01% |
$21.2K - $22.8K
|
2.45K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-619- 7.35% |
$24.5K - $26.3K
|
7.81K
$324K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-726- 0.7% |
$28.7K - $30.9K
|
104K
$4.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.02K- 1.21% |
$40.1K - $43.2K
|
82.8K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.13K- 2.61% |
$44.6K - $48K
|
42.1K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 5.1% |
$60K - $64.6K
|
28.3K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.63K- 44.02% |
$64.3K - $69.3K
|
2.07K
$86K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.78K- 10.35% |
$70.3K - $75.7K
|
15.4K
$640K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.05K- 11.07% |
$80.8K - $87K
|
16.4K
$683K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.56K- 1.49% |
$101K - $109K
|
169K
$7.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.8K- 36.84% |
$111K - $119K
|
4.8K
$199K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-2.82K- 2.87% |
$111K - $120K
|
95.4K
$3.96M
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-3.04K- 21.22% |
$120K - $129K
|
11.3K
$469K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.15K- 38.57% |
$124K - $134K
|
5.01K
$208K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.23K- 7.77% |
$128K - $137K
|
38.3K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.44K- 8.46% |
$136K - $146K
|
37.2K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-3.94K- 1.24% |
$156K - $168K
|
313K
$13M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.53K- 3.41% |
$179K - $193K
|
129K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.63K- 2.81% |
$183K - $197K
|
160K
$6.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-4.98K- 18.71% |
$197K - $212K
|
21.6K
$899K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.37K- 54.32% |
$252K - $271K
|
5.35K
$222K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7K- 76.0% |
$277K - $298K
|
2.21K
$91.8K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.53K- 2.06% |
$297K - $320K
|
358K
$14.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-8.02K- 93.08% |
$317K - $341K
|
596
$24.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 38.59% |
$372K - $400K
|
15K
$622K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.41K- 1.46% |
$372K - $400K
|
637K
$26.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-9.49K- 23.86% |
$375K - $404K
|
30.3K
$1.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.7K- 7.3% |
$424K - $456K
|
136K
$5.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-12.9K- 10.13% |
$511K - $550K
|
115K
$4.77M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-13.6K- 6.47% |
$537K - $578K
|
196K
$8.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-15.6K- 27.36% |
$618K - $665K
|
41.5K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.9K- 37.24% |
$787K - $847K
|
33.5K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.4K- 12.56% |
$963K - $1.04M
|
170K
$7.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-31.2K- 6.52% |
$1.23M - $1.33M
|
448K
$18.6M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31.8K- 19.84% |
$1.25M - $1.35M
|
128K
$5.33M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-37.2KClosed |
$1.47M - $1.58M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-43.3K- 42.36% |
$1.71M - $1.84M
|
58.9K
$2.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.8K- 7.23% |
$2.36M - $2.54M
|
767K
$31.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-61.2K- 40.8% |
$2.42M - $2.61M
|
88.8K
$3.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-65.3K- 13.5% |
$2.58M - $2.78M
|
419K
$17.4M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-66.4K- 51.6% |
$2.62M - $2.82M
|
62.2K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-79.8K- 60.86% |
$3.16M - $3.4M
|
51.3K
$2.13M
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-88.8K- 5.09% |
$3.51M - $3.78M
|
1.66M
$68.8M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-103K- 8.5% |
$4.09M - $4.4M
|
1.11M
$46.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-128K- 76.18% |
$5.05M - $5.43M
|
40K
$1.66M
|