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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
594+ 3.84% |
$13.4K - $14.6K
|
16.1K
$415K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
582+ 12.72% |
$13.1K - $14.3K
|
5.16K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
572New |
$12.9K - $14.1K
|
572
$14.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
454+ 2.53% |
$10.2K - $11.2K
|
18.4K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
423+ 1.01% |
$9.52K - $10.4K
|
42.3K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
415New |
$9.34K - $10.2K
|
415
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
100+ 0.71% |
$2.25K - $2.46K
|
14.1K
$366K
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.25% |
$900 - $986
|
16.3K
$422K
|
|
|
May 05, 2023
Q1 2023
|
Claris Advisors, LLC
|
BUY
|
- |
34+ 0.21% |
$765 - $838
|
16.1K
$415K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
19+ 0.04% |
$428 - $468
|
48.1K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
6+ 0.23% |
$135 - $148
|
2.62K
$67.7K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.23% |
$45 - $49.3
|
866
$22.4K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-131- 0.01% |
$2.95K - $3.23K
|
1.13M
$29.1M
|
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-220- 0.36% |
$4.95K - $5.42K
|
60.3K
$1.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-227- 54.18% |
$5.11K - $5.59K
|
192
$4.96K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-671- 4.27% |
$15.1K - $16.5K
|
15K
$389K
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-745- 0.21% |
$16.8K - $18.4K
|
355K
$9.18M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.47K- 7.29% |
$33.1K - $36.3K
|
18.7K
$485K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.47K- 7.29% |
$33.1K - $36.3K
|
18.7K
$485K
|
|
|
May 10, 2023
Q1 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1.78K- 0.92% |
$40.1K - $43.9K
|
191K
$4.94M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-6.8K- 2.03% |
$153K - $168K
|
328K
$8.48M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.8K- 25.86% |
$153K - $168K
|
19.5K
$504K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.5K- 5.69% |
$236K - $259K
|
174K
$4.5M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-11.8K- 1.19% |
$265K - $291K
|
975K
$25.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-13.1K- 1.03% |
$294K - $322K
|
1.25M
$32.3M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-21K- 9.45% |
$473K - $518K
|
202K
$5.21M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-22.8K- 2.09% |
$513K - $561K
|
1.06M
$27.5M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-49.7K- 7.58% |
$1.12M - $1.22M
|
605K
$15.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-58.9K- 73.38% |
$1.33M - $1.45M
|
21.4K
$553K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-62.1K- 44.84% |
$1.4M - $1.53M
|
76.3K
$1.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69.1K- 22.07% |
$1.56M - $1.7M
|
244K
$6.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-191K- 7.64% |
$4.29M - $4.69M
|
2.3M
$59.5M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-204K- 10.31% |
$4.59M - $5.02M
|
1.77M
$45.9M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-257K- 33.73% |
$5.77M - $6.32M
|
504K
$13M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-532K- 48.74% |
$12M - $13.1M
|
559K
$14.5M
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.05M- 99.47% |
$68.7M - $75.2M
|
16.3K
$421K
|