Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
898+ 70.38% |
$23.1K - $24.6K
|
2.17K
$56.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
876+ 7.3% |
$22.5K - $24K
|
12.9K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
824New |
$21.2K - $22.6K
|
824
$21.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
770New |
$19.8K - $21.1K
|
770
$19.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
718+ 3.11% |
$18.5K - $19.7K
|
23.8K
$616K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
713+ 0.77% |
$18.3K - $19.6K
|
93.8K
$2.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
547+ 2.89% |
$14.1K - $15K
|
19.5K
$503K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
492+ 1.5% |
$12.7K - $13.5K
|
33.2K
$858K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
443New |
$11.4K - $12.2K
|
443
$11.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
414+ 3.5% |
$10.7K - $11.4K
|
12.2K
$317K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
379New |
$9.75K - $10.4K
|
379
$9.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
368+ 0.3% |
$9.47K - $10.1K
|
121K
$3.13M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
337+ 36.31% |
$8.67K - $9.25K
|
1.27K
$32.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
334+ 2.17% |
$8.59K - $9.16K
|
15.7K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
322+ 3.68% |
$8.29K - $8.84K
|
9.07K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
311+ 1.38% |
$8K - $8.53K
|
22.8K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
245New |
$6.3K - $6.72K
|
245
$6.33K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
220+ 0.38% |
$5.66K - $6.04K
|
58.2K
$1.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
216+ 270.0% |
$5.56K - $5.93K
|
296
$7.65K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
202+ 1.25% |
$5.2K - $5.54K
|
16.4K
$423K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
199+ 0.65% |
$5.12K - $5.46K
|
30.9K
$798K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
193New |
$4.97K - $5.3K
|
193
$4.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
150+ 0.82% |
$3.86K - $4.12K
|
18.4K
$474K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 1.09% |
$3.86K - $4.12K
|
14K
$361K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
143+ 0.03% |
$3.68K - $3.92K
|
571K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
113+ 0.14% |
$2.91K - $3.1K
|
83.6K
$2.16M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$1.67K - $1.78K
|
65
$1.68K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
62+ 9.63% |
$1.6K - $1.7K
|
706
$18.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 1.38% |
$952 - $1.02K
|
2.72K
$70.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 1.4% |
$463 - $494
|
1.3K
$33.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.05% |
$129 - $137
|
9.17K
$237K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.01% |
$25.7 - $27.4
|
13.1K
$337K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-16- 0.17% |
$412 - $439
|
9.48K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-34- 0.03% |
$875 - $933
|
102K
$2.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 0.57% |
$1.24K - $1.32K
|
8.43K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-50- 0.08% |
$1.29K - $1.37K
|
65.3K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-93- 0.97% |
$2.39K - $2.55K
|
9.52K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-111- 0.16% |
$2.86K - $3.05K
|
67.2K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-140- 1.77% |
$3.6K - $3.84K
|
7.78K
$201K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-170- 0.14% |
$4.37K - $4.66K
|
117K
$3.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-227- 1.17% |
$5.84K - $6.23K
|
19.2K
$495K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-328- 3.75% |
$8.44K - $9K
|
8.43K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-397- 63.02% |
$10.2K - $10.9K
|
233
$6.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-416- 0.04% |
$10.7K - $11.4K
|
1.11M
$28.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-490- 23.4% |
$12.6K - $13.4K
|
1.6K
$41.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-600- 3.13% |
$15.4K - $16.5K
|
18.6K
$480K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-823- 9.7% |
$21.2K - $22.6K
|
7.66K
$198K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-864- 97.08% |
$22.2K - $23.7K
|
26
$672
|
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.07K- 9.89% |
$27.5K - $29.3K
|
9.73K
$251K
|