Purchases and Sales Made in Q4 2024 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 2024. 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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.3K+ 2.36% |
$426K - $448K
|
448K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2K+ 3.25% |
$422K - $444K
|
325K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
10.2K+ 4.06% |
$419K - $441K
|
261K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.1K+ 100.05% |
$415K - $437K
|
20.1K
$837K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.32K+ 36.32% |
$384K - $404K
|
35K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.27K+ 23.19% |
$341K - $359K
|
43.9K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8.02K+ 22.51% |
$330K - $347K
|
43.6K
$1.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
7.71K+ 2.3% |
$317K - $334K
|
343K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.6K+ 16.23% |
$313K - $329K
|
54.4K
$2.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.42K+ 19.7% |
$305K - $321K
|
45.1K
$1.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.59K+ 3.28% |
$271K - $286K
|
208K
$8.63M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.84K+ 2.69% |
$240K - $253K
|
223K
$9.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.19KNew |
$214K - $225K
|
5.19K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$209K - $220K
|
5.07K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
4.95K+ 4.58% |
$204K - $215K
|
113K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.22K+ 15.88% |
$174K - $183K
|
30.8K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.12K+ 45.36% |
$170K - $179K
|
13.2K
$548K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.87K+ 1.33% |
$159K - $168K
|
296K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 6.56% |
$136K - $143K
|
53.6K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.24K+ 37.19% |
$133K - $140K
|
11.9K
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.98K+ 3.03% |
$123K - $129K
|
101K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.72K+ 2.02% |
$112K - $118K
|
137K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.71K+ 6.54% |
$112K - $118K
|
44.2K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.5K+ 5.82% |
$103K - $108K
|
45.5K
$1.89M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 22.18% |
$89.5K - $94.2K
|
12K
$497K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.07K+ 1.28% |
$85.3K - $89.8K
|
163K
$6.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.01K+ 4.08% |
$82.5K - $86.9K
|
51.1K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.83K+ 9.93% |
$75.4K - $79.4K
|
20.3K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.79K+ 5.1% |
$73.7K - $77.6K
|
36.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.68K+ 13.06% |
$69K - $72.6K
|
14.5K
$603K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.62KNew |
$66.7K - $70.2K
|
1.62K
$67.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.47K+ 0.68% |
$60.6K - $63.8K
|
218K
$9.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.29K+ 0.68% |
$52.9K - $55.7K
|
191K
$7.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.07K+ 21.36% |
$44.1K - $46.4K
|
6.08K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
796+ 6.19% |
$32.8K - $34.5K
|
13.7K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
690+ 12.01% |
$28.4K - $29.9K
|
6.43K
$267K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
573+ 4.42% |
$23.6K - $24.8K
|
13.5K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
569+ 7.87% |
$23.4K - $24.7K
|
7.8K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
216+ 2.57% |
$8.89K - $9.36K
|
8.62K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
208+ 1.58% |
$8.56K - $9.01K
|
13.4K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
176+ 1.41% |
$7.25K - $7.63K
|
12.7K
$527K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
79+ 0.54% |
$3.25K - $3.42K
|
14.8K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.67% |
$1.73K - $1.82K
|
6.34K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0+ 0.0% |
$0 - $0
|
3.44B
$143B
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
12K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 0.71% |
$2.35K - $2.47K
|
7.98K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-133- 2.58% |
$5.48K - $5.76K
|
5.03K
$209K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-139- 0.05% |
$5.72K - $6.02K
|
282K
$11.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-164- 0.3% |
$6.75K - $7.11K
|
54.3K
$2.26M
|