Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Dimensional (DFIC)
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 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$381K - $418K
|
16.9K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
15.8K+ 5.6% |
$355K - $389K
|
298K
$7.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9KNew |
$335K - $367K
|
14.9K
$385K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14.2K+ 7.16% |
$320K - $350K
|
213K
$5.5M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
14.1K+ 33.64% |
$317K - $347K
|
55.9K
$1.45M
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
14.1K+ 6.2% |
$317K - $347K
|
241K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4KNew |
$301K - $330K
|
13.4K
$346K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.3K+ 11.71% |
$298K - $327K
|
127K
$3.27M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.5K+ 121.09% |
$282K - $308K
|
22.9K
$591K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
11.2K+ 88.76% |
$251K - $275K
|
23.8K
$614K
|
|
|
Jul 19, 2023
Q1 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10.5K+ 54.4% |
$236K - $259K
|
29.8K
$770K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10.5K+ 9.24% |
$235K - $258K
|
124K
$3.19M
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
BUY
|
- |
10KNew |
$225K - $246K
|
10K
$259K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.72KNew |
$219K - $240K
|
9.72K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
9.46K+ 39.2% |
$213K - $233K
|
33.6K
$869K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.35K+ 10.69% |
$210K - $230K
|
96.8K
$2.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.23K+ 60.92% |
$208K - $227K
|
24.4K
$630K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.04K+ 55.36% |
$203K - $223K
|
25.4K
$656K
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
9.04KNew |
$203K - $223K
|
9.04K
$234K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.76KNew |
$197K - $216K
|
8.76K
$226K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.47K+ 1.67% |
$190K - $209K
|
516K
$13.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.23K+ 361.56% |
$185K - $203K
|
10.5K
$272K
|
|
|
May 05, 2023
Q1 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
8.03K+ 28.58% |
$181K - $198K
|
36.1K
$933K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
7.76K+ 1.3% |
$175K - $191K
|
605K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.29K+ 14.42% |
$164K - $180K
|
57.8K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
BUY
|
- |
7K+ 2.24% |
$158K - $173K
|
319K
$8.25M
|
|
|
May 01, 2023
Q1 2023
|
Geometric Wealth Advisors
|
BUY
|
- |
6.51K+ 19.17% |
$146K - $160K
|
40.5K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
5.61K+ 384.05% |
$126K - $138K
|
7.07K
$183K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
5.36K+ 7.2% |
$121K - $132K
|
79.8K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.17K+ 4.96% |
$116K - $127K
|
110K
$2.83M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.06K+ 6.87% |
$114K - $125K
|
78.7K
$2.03M
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.77K+ 2.23% |
$107K - $117K
|
219K
$5.65M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.4KNew |
$99K - $108K
|
4.4K
$114K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
4.1K+ 1.75% |
$92.3K - $101K
|
239K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.98K+ 3.33% |
$89.6K - $98.1K
|
124K
$3.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.85K+ 8.11% |
$86.7K - $94.9K
|
51.3K
$1.33M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.35K+ 1.55% |
$75.4K - $82.6K
|
219K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
3.32K+ 4.58% |
$74.8K - $81.9K
|
75.9K
$1.96M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.72KNew |
$61.2K - $67K
|
2.72K
$70.3K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.59K+ 8.24% |
$58.4K - $63.9K
|
34.1K
$881K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.28K+ 1.97% |
$51.2K - $56.1K
|
118K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.11KNew |
$47.5K - $52.1K
|
2.11K
$54.6K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.99K+ 21.38% |
$44.7K - $49K
|
11.3K
$292K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.99KNew |
$44.7K - $48.9K
|
1.99K
$51.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.82K+ 43.46% |
$40.9K - $44.8K
|
6K
$155K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.57KNew |
$35.4K - $38.7K
|
1.57K
$40.6K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.54K+ 8.47% |
$34.6K - $37.9K
|
19.7K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16KNew |
$26.1K - $28.6K
|
1.16K
$30K
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.07K+ 0.98% |
$24.1K - $26.4K
|
110K
$2.84M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
664+ 2.95% |
$14.9K - $16.4K
|
23.2K
$599K
|