Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
14.6K+ 1.29% |
$342K - $362K
|
1.14M
$30.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 5.6% |
$329K - $349K
|
264K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
13.7KNew |
$322K - $341K
|
13.7K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
13.3K+ 11.48% |
$311K - $330K
|
129K
$3.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
BUY
|
- |
13.2K+ 0.23% |
$310K - $329K
|
5.7M
$153M
|
|
|
Jul 03, 2024
Q2 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
13K+ 6.86% |
$306K - $324K
|
203K
$5.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$287K - $305K
|
12.3K
$328K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
11.3K+ 12.76% |
$265K - $281K
|
99.9K
$2.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.2K+ 5.1% |
$261K - $277K
|
230K
$6.16M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.1KNew |
$260K - $276K
|
11.1K
$297K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.6K+ 108.97% |
$248K - $264K
|
20.3K
$544K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.19K+ 18.53% |
$215K - $229K
|
58.8K
$1.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
8.92K+ 15.95% |
$209K - $222K
|
64.8K
$1.74M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.73K+ 2.0% |
$205K - $217K
|
446K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
8.46KNew |
$198K - $210K
|
8.46K
$227K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
7.63K+ 40.15% |
$179K - $190K
|
26.6K
$713K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.76K+ 11.69% |
$159K - $168K
|
64.6K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.33K+ 3.03% |
$148K - $157K
|
215K
$5.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
6.13K+ 1.72% |
$144K - $152K
|
361K
$9.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.1K+ 7.3% |
$143K - $152K
|
89.7K
$2.4M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.23K+ 24.48% |
$123K - $130K
|
26.6K
$713K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.23K+ 24.48% |
$123K - $130K
|
26.6K
$713K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
4.89K+ 17.02% |
$115K - $122K
|
33.6K
$901K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.63K+ 0.47% |
$109K - $115K
|
980K
$26.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Schubert & CO
|
BUY
|
- |
4.33K+ 12.87% |
$101K - $108K
|
37.9K
$1.02M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.94K+ 7.68% |
$92.4K - $98.1K
|
55.3K
$1.48M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.72K+ 3.85% |
$87.3K - $92.7K
|
101K
$2.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.47K+ 4.35% |
$81.4K - $86.3K
|
83.3K
$2.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.38K+ 6.68% |
$79.3K - $84.1K
|
54K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.2K+ 16.41% |
$75K - $79.6K
|
22.7K
$608K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.05KNew |
$71.6K - $76K
|
3.05K
$81.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.96K+ 2.4% |
$69.5K - $73.7K
|
126K
$3.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.86K+ 0.47% |
$66.9K - $71K
|
608K
$16.3M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.86K+ 0.47% |
$66.9K - $71K
|
608K
$16.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.67K+ 17.89% |
$62.5K - $66.4K
|
17.6K
$471K
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.65K+ 11.58% |
$62K - $65.8K
|
25.5K
$683K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.51K+ 4.99% |
$59K - $62.5K
|
52.9K
$1.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.15K+ 1.2% |
$50.5K - $53.6K
|
182K
$4.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.98K+ 0.93% |
$46.3K - $49.1K
|
215K
$5.75M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.73K+ 7.48% |
$40.7K - $43.1K
|
24.9K
$667K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.67K+ 8.74% |
$39.1K - $41.5K
|
20.7K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 2.17% |
$38.6K - $41K
|
77.6K
$2.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.45K+ 7.89% |
$34.1K - $36.2K
|
19.9K
$532K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.43KNew |
$33.5K - $35.5K
|
1.43K
$38.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.33K+ 8.27% |
$31.1K - $33K
|
17.4K
$465K
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.19K+ 16.83% |
$27.9K - $29.6K
|
8.26K
$221K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
806New |
$18.9K - $20.1K
|
806
$21.6K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
683+ 4.03% |
$16K - $17K
|
17.6K
$472K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
487+ 5.56% |
$11.4K - $12.1K
|
9.24K
$248K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
458New |
$10.7K - $11.4K
|
458
$12.3K
|