Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFIC)

DFIC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
2.83M
+ 72.0%
$63.6M - $69.6M
6.75M $174M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.65M
+ 43.52%
$59.7M - $65.4M
8.75M $226M
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.48M
+ 76.03%
$55.9M - $61.2M
5.75M $149M
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
1.66M
+ 69.53%
$37.4M - $40.9M
4.05M $105M
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
1.14M
+ 668.77%
$25.6M - $28.1M
1.31M $33.8M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.12M
+ 42.49%
$25.3M - $27.7M
3.76M $97.3M
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
1.06M
New
$23.7M - $26M
1.06M $27.3M
Nov 03, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
869K
+ 426.57%
$19.5M - $21.4M
1.07M $27.7M
Apr 21, 2023 Q1 2023
Kooman & Associates

Altoona, PA
BUY
 -
869K
+ 426.57%
$19.5M - $21.4M
1.07M $27.7M
Jun 06, 2024 Q1 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
705K
+ 43.39%
$15.9M - $17.4M
2.33M $60.2M
Aug 11, 2023 Q1 2023
Rs Crum Inc.

BUY
 -
569K
+ 180.32%
$12.8M - $14M
884K $22.9M
Apr 14, 2023 Q1 2023
Arden Trust CO

BUY
 -
556K
New
$12.5M - $13.7M
556K $14.4M
Apr 12, 2023 Q1 2023
Bridgewater Advisors Inc.

BUY
 -
443K
+ 227.01%
$9.97M - $10.9M
638K $16.5M
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
420K
New
$9.45M - $10.4M
420K $10.9M
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
368K
New
$8.27M - $9.06M
368K $9.5M
Apr 12, 2023 Q1 2023
Jmg Financial Group, Ltd.

BUY
 -
312K
+ 87.74%
$7.03M - $7.7M
669K $17.3M
May 12, 2023 Q1 2023
Old Mission Capital LLC

BUY
 -
309K
New
$6.95M - $7.61M
309K $7.98M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
293K
+ 30.67%
$6.6M - $7.23M
1.25M $32.3M
Apr 10, 2023 Q1 2023
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
286K
+ 221.76%
$6.43M - $7.04M
415K $10.7M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
283K
+ 377.3%
$6.37M - $6.98M
358K $9.26M
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
267K
+ 23.35%
$6.01M - $6.58M
1.41M $36.5M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
248K
+ 17.68%
$5.58M - $6.11M
1.65M $42.6M
May 11, 2023 Q1 2023
Pinnacle Financial Group, LLC

BUY
 -
232K
+ 90.86%
$5.22M - $5.71M
487K $12.6M
Apr 28, 2023 Q1 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
223K
New
$5.02M - $5.5M
223K $5.77M
Apr 18, 2023 Q1 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
183K
+ 36.59%
$4.11M - $4.5M
681K $17.6M
May 15, 2023 Q1 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
179K
New
$4.03M - $4.41M
179K $4.63M
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
165K
+ 54.98%
$3.71M - $4.06M
465K $12M
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
160K
+ 37.89%
$3.59M - $3.93M
581K $15M
May 04, 2023 Q1 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
152K
+ 24.1%
$3.42M - $3.75M
783K $20.2M
Apr 12, 2023 Q1 2023
Evanson Asset Management, LLC

BUY
 -
147K
+ 61.98%
$3.31M - $3.63M
385K $9.95M
May 12, 2023 Q1 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
140K
+ 12.77%
$3.16M - $3.46M
1.24M $32.1M
Apr 18, 2023 Q1 2023
Helen Stephens Group, LLC

BUY
 -
136K
+ 67.92%
$3.06M - $3.35M
336K $8.69M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
136K
+ 4149.95%
$3.05M - $3.34M
139K $3.59M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
126K
New
$2.83M - $3.1M
126K $3.25M
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
125K
New
$2.8M - $3.07M
125K $3.22M
Apr 26, 2023 Q1 2023
Relaxing Retirement Coach

BUY
 -
124K
+ 6.4%
$2.79M - $3.06M
2.06M $53.4M
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
121K
+ 204.54%
$2.71M - $2.97M
180K $4.64M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
119K
+ 20.42%
$2.68M - $2.93M
702K $18.1M
May 04, 2023 Q1 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
116K
New
$2.6M - $2.85M
116K $2.99M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
114K
+ 37.66%
$2.57M - $2.82M
418K $10.8M
Apr 10, 2023 Q1 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
99.6K
+ 527.69%
$2.24M - $2.46M
119K $3.06M
May 05, 2023 Q1 2023
Steward Financial Group LLC

BUY
 -
98.1K
+ 19.61%
$2.21M - $2.42M
598K $15.5M
May 01, 2023 Q1 2023
Lutz Financial Services LLC

BUY
 -
97.4K
+ 84.01%
$2.19M - $2.4M
213K $5.52M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
90.7K
+ 201.56%
$2.04M - $2.23M
136K $3.51M
Apr 19, 2023 Q1 2023
Waterfront Wealth Inc.

BUY
 -
90.5K
+ 96.12%
$2.04M - $2.23M
185K $4.77M
Apr 10, 2023 Q1 2023
Soundmark Wealth Management, LLC

BUY
 -
83.1K
+ 44.36%
$1.87M - $2.05M
270K $6.99M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
79.3K
+ 72.65%
$1.78M - $1.95M
188K $4.87M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
76.3K
New
$1.72M - $1.88M
76.3K $1.97M
May 15, 2023 Q1 2023
Advisor Partners Ii, LLC

Walnut Creek, CA
BUY
 -
75.4K
+ 56.42%
$1.7M - $1.86M
209K $5.4M

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