Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q1 2024. 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 15, 2024
Q1 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
4.55MNew |
$112M - $122M
|
4.55M
$118M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.04M+ 10.62% |
$50.3M - $54.8M
|
21.3M
$550M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.89M+ 9.67% |
$46.6M - $50.8M
|
21.4M
$554M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.13M+ 128.15% |
$27.9M - $30.4M
|
2.02M
$52.1M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
744K+ 773.82% |
$18.3M - $20M
|
841K
$21.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
680KNew |
$16.8M - $18.3M
|
680K
$17.6M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
564KNew |
$13.9M - $15.1M
|
564K
$14.6M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
478K+ 127.86% |
$11.8M - $12.8M
|
852K
$22M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
421K+ 122.86% |
$10.4M - $11.3M
|
765K
$19.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
389K+ 22.28% |
$9.57M - $10.4M
|
2.13M
$55.2M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
342K+ 336.64% |
$8.42M - $9.18M
|
444K
$11.5M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
327K+ 31.19% |
$8.05M - $8.77M
|
1.38M
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
313K+ 139.46% |
$7.71M - $8.4M
|
537K
$13.9M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
276K+ 33.19% |
$6.79M - $7.4M
|
1.11M
$28.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
267K+ 30.72% |
$6.57M - $7.16M
|
1.14M
$29.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
263K+ 26.4% |
$6.46M - $7.04M
|
1.26M
$32.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
256K+ 53.2% |
$6.3M - $6.87M
|
737K
$19.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
242K+ 51.15% |
$5.96M - $6.49M
|
715K
$18.5M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
213K+ 36.24% |
$5.23M - $5.7M
|
799K
$20.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
209K+ 21.09% |
$5.14M - $5.6M
|
1.2M
$31M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
204K+ 16.72% |
$5.01M - $5.46M
|
1.42M
$36.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
199K+ 1099.29% |
$4.91M - $5.35M
|
218K
$5.62M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
192K+ 21.41% |
$4.72M - $5.14M
|
1.09M
$28.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
176K+ 14.23% |
$4.35M - $4.74M
|
1.42M
$36.6M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
171K+ 9.38% |
$4.21M - $4.59M
|
1.99M
$51.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
154K+ 14.08% |
$3.79M - $4.13M
|
1.25M
$32.2M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
139K+ 7.53% |
$3.43M - $3.73M
|
1.99M
$51.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
136K+ 47.68% |
$3.35M - $3.65M
|
421K
$10.9M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
124K+ 19.75% |
$3.05M - $3.32M
|
751K
$19.4M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
117K+ 64.84% |
$2.88M - $3.14M
|
298K
$7.69M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
115K+ 31.91% |
$2.83M - $3.08M
|
475K
$12.3M
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 13.45% |
$2.59M - $2.82M
|
888K
$23M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 5.77% |
$2.52M - $2.74M
|
1.87M
$48.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
102K+ 40.48% |
$2.51M - $2.73M
|
353K
$9.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
96.5K+ 22.16% |
$2.37M - $2.59M
|
532K
$13.7M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
93.1K+ 9.17% |
$2.29M - $2.5M
|
1.11M
$28.6M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
87.8K+ 11.49% |
$2.16M - $2.36M
|
852K
$22M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87.3K+ 8.54% |
$2.15M - $2.34M
|
1.11M
$28.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
84.3K+ 1.54% |
$2.07M - $2.26M
|
5.55M
$144M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
80.6K+ 5.0% |
$1.98M - $2.16M
|
1.69M
$43.8M
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
77.1K+ 20.16% |
$1.9M - $2.07M
|
460K
$11.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
77.1K+ 5.23% |
$1.9M - $2.07M
|
1.55M
$40.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
77.1K+ 5.23% |
$1.9M - $2.07M
|
1.55M
$40.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
76.3K+ 15.92% |
$1.88M - $2.05M
|
556K
$14.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
75.2K+ 226.72% |
$1.85M - $2.02M
|
108K
$2.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
74.2K+ 17.14% |
$1.83M - $1.99M
|
507K
$13.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
70.7K+ 39.61% |
$1.74M - $1.9M
|
249K
$6.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
69.8K+ 8.26% |
$1.72M - $1.87M
|
915K
$23.7M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
68KNew |
$1.67M - $1.83M
|
68K
$1.76M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
67.6K+ 14.05% |
$1.66M - $1.81M
|
549K
$14.2M
|