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 28, 2024 Q1 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
74.3K
+ 19.61%
$1.67M - $1.83M
453K $11.7M
May 15, 2023 Q1 2023
Jentner Corp

BUY
 -
72.7K
+ 111.58%
$1.64M - $1.79M
138K $3.56M
Apr 26, 2023 Q1 2023
Forvis Wealth Advisors, LLC

BUY
 -
72.4K
+ 16.49%
$1.63M - $1.78M
512K $13.2M
Apr 21, 2023 Q1 2023
Summit Financial Strategies, Inc.

BUY
 -
71.1K
+ 2.19%
$1.6M - $1.75M
3.31M $85.6M
May 10, 2023 Q1 2023
Summit Wealth Group, LLC

White River Junction, VT
BUY
 -
67K
New
$1.51M - $1.65M
67K $1.73M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
64.1K
+ 8.3%
$1.44M - $1.58M
837K $21.6M
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
63.5K
+ 13.3%
$1.43M - $1.57M
541K $14M
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
63.2K
+ 169.78%
$1.42M - $1.56M
100K $2.6M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
62.4K
New
$1.4M - $1.54M
62.4K $1.61M
Apr 20, 2023 Q1 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
62K
+ 8.23%
$1.4M - $1.53M
815K $21.1M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
58.6K
New
$1.32M - $1.45M
58.6K $1.52M
May 02, 2023 Q1 2023
Wealthstream Advisors, Inc.

BUY
 -
58.4K
+ 8.97%
$1.31M - $1.44M
710K $18.3M
Apr 20, 2023 Q1 2023
Vera Bank, N.A.

BUY
 -
58K
New
$1.31M - $1.43M
58K $1.5M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
53.8K
+ 10.86%
$1.21M - $1.33M
550K $14.2M
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
53.3K
+ 16.92%
$1.2M - $1.31M
368K $9.52M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
52.4K
+ 7.62%
$1.18M - $1.29M
741K $19.2M
May 08, 2023 Q1 2023
Sageworth Trust CO

BUY
 -
52.4K
+ 162.6%
$1.18M - $1.29M
84.7K $2.19M
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
51.3K
+ 24.21%
$1.15M - $1.26M
263K $6.8M
May 12, 2023 Q1 2023
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
51K
+ 12.92%
$1.15M - $1.26M
446K $11.5M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
50.6K
New
$1.14M - $1.25M
50.6K $1.31M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
50.4K
New
$1.13M - $1.24M
50.4K $1.3M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
49.6K
New
$1.12M - $1.22M
49.6K $1.28M
May 16, 2023 Q1 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
46.1K
+ 7.69%
$1.04M - $1.14M
646K $16.7M
Apr 11, 2023 Q1 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
42.7K
+ 19.76%
$962K - $1.05M
259K $6.69M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
41.8K
+ 10.59%
$941K - $1.03M
437K $11.3M
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
39.7K
+ 12.76%
$893K - $978K
351K $9.07M
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
35K
+ 5.74%
$788K - $863K
645K $16.7M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
33K
+ 352.42%
$743K - $814K
42.4K $1.1M
May 08, 2023 Q1 2023
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
32.9K
New
$740K - $810K
32.9K $850K
Apr 17, 2023 Q1 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
30.8K
+ 36.92%
$693K - $758K
114K $2.95M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
30.6K
+ 13.93%
$689K - $754K
250K $6.47M
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
28.8K
New
$647K - $708K
28.8K $743K
Jul 03, 2024 Q1 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
28.5K
+ 17.67%
$642K - $703K
190K $4.91M
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
28.1K
+ 279.37%
$632K - $693K
38.2K $987K
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
26.5K
+ 60.93%
$597K - $654K
70.1K $1.81M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
26.3K
New
$592K - $648K
26.3K $680K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
24.6K
+ 14.29%
$554K - $606K
197K $5.09M
Jul 28, 2023 Q1 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
23.8K
+ 7.5%
$534K - $585K
341K $8.8M
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
23.7K
+ 1.31%
$533K - $584K
1.83M $47.3M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
23.7K
New
$533K - $583K
23.7K $612K
Apr 27, 2023 Q1 2023
Advisory Services & Investments, LLC

BUY
 -
22.4K
+ 3.43%
$504K - $552K
674K $17.4M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
21.4K
New
$481K - $527K
21.4K $553K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
19.1K
+ 1.44%
$429K - $470K
1.34M $34.7M
Apr 28, 2023 Q1 2023
Sns Financial Group, LLC

BUY
 -
19K
New
$428K - $468K
19K $491K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
18.5K
+ 12.56%
$416K - $456K
166K $4.29M
May 11, 2023 Q1 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
18.4K
New
$414K - $453K
18.4K $476K
Apr 13, 2023 Q1 2023
Htg Investment Advisors, Inc.

New Canaan, CT
BUY
 -
18.1K
+ 6.51%
$408K - $447K
297K $7.68M
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
17.3K
+ 24.35%
$390K - $427K
88.6K $2.29M
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
17.2K
+ 3.5%
$386K - $423K
507K $13.1M

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