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 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.3K+ 241.59% |
$1.58M - $1.72M
|
90.9K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
63.4K+ 429.51% |
$1.56M - $1.7M
|
78.2K
$2.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
62.5K+ 14.25% |
$1.54M - $1.68M
|
501K
$13M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
61.9K+ 14.81% |
$1.52M - $1.66M
|
480K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
59.1K+ 12.55% |
$1.46M - $1.59M
|
530K
$13.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
58.7K+ 8.34% |
$1.45M - $1.57M
|
763K
$19.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
58K+ 541.54% |
$1.43M - $1.55M
|
68.7K
$1.77M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
57.7K+ 5.17% |
$1.42M - $1.55M
|
1.17M
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
56.1K+ 9.27% |
$1.38M - $1.5M
|
661K
$17.1M
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
55.5K+ 1.63% |
$1.37M - $1.49M
|
3.47M
$89.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
55.3K+ 4.52% |
$1.36M - $1.48M
|
1.28M
$33M
|
|
|
Dec 17, 2024
Q1 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
55.2K+ 21.11% |
$1.36M - $1.48M
|
317K
$8.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
54.7K+ 6.1% |
$1.35M - $1.47M
|
950K
$24.6M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
53.1K+ 4.38% |
$1.31M - $1.43M
|
1.27M
$32.7M
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
51.3K+ 8.83% |
$1.26M - $1.38M
|
632K
$16.3M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
50K+ 5.43% |
$1.23M - $1.34M
|
970K
$25.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
49.6K+ 4.31% |
$1.22M - $1.33M
|
1.2M
$31M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
48.9K+ 10.18% |
$1.2M - $1.31M
|
529K
$13.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
48.6K+ 7.6% |
$1.2M - $1.31M
|
688K
$17.8M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
48.1K+ 9.27% |
$1.18M - $1.29M
|
567K
$14.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
47K+ 9.01% |
$1.16M - $1.26M
|
569K
$14.7M
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
46K+ 17.48% |
$1.13M - $1.24M
|
309K
$8M
|
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
42.4K+ 30.25% |
$1.04M - $1.14M
|
182K
$4.72M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.5K+ 60.51% |
$972K - $1.06M
|
105K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
39.3K+ 3.59% |
$967K - $1.05M
|
1.13M
$29.3M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
38.3K+ 4.15% |
$943K - $1.03M
|
962K
$24.9M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
37K+ 42.68% |
$910K - $992K
|
124K
$3.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.9K+ 42.81% |
$908K - $989K
|
123K
$3.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
BUY
|
- |
36.5K+ 1.48% |
$899K - $979K
|
2.5M
$64.5M
|
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
35.7K+ 27.87% |
$878K - $957K
|
164K
$4.23M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.5K+ 18.3% |
$874K - $952K
|
229K
$5.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
34.8K+ 5.67% |
$858K - $935K
|
649K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
34.6K+ 2.72% |
$851K - $928K
|
1.31M
$33.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
34.4K+ 62.0% |
$846K - $922K
|
89.8K
$2.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
33.7K+ 5.14% |
$830K - $904K
|
689K
$17.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
32.9K+ 17.23% |
$811K - $884K
|
224K
$5.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
32.5K+ 11.04% |
$801K - $873K
|
327K
$8.46M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
32.4K+ 102.12% |
$798K - $870K
|
64.2K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Applied Capital LLC
|
BUY
|
- |
32K+ 8.97% |
$789K - $860K
|
389K
$10.1M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
BUY
|
- |
31.5K+ 9.82% |
$776K - $846K
|
353K
$9.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Sageworth Trust CO
|
BUY
|
- |
31.2K+ 5.27% |
$768K - $837K
|
622K
$16.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
30K+ 79.51% |
$739K - $805K
|
67.7K
$1.75M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
28.8K+ 3.83% |
$710K - $774K
|
783K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
28.3K+ 6.87% |
$697K - $759K
|
440K
$11.4M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
26.8K+ 67.25% |
$661K - $720K
|
66.8K
$1.73M
|
|
|
Aug 01, 2024
Q1 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
25.5KNew |
$628K - $685K
|
25.5K
$660K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.4KNew |
$601K - $655K
|
24.4K
$631K
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
BUY
|
- |
24.1K+ 7.3% |
$593K - $646K
|
354K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24KNew |
$591K - $644K
|
24K
$620K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
23.5K+ 54.19% |
$578K - $630K
|
66.9K
$1.73M
|