Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
71.2K+ 22.71% |
$1.65M - $1.79M
|
385K
$9.94M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69.5K+ 11.32% |
$1.62M - $1.75M
|
683K
$17.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
69.1K+ 28.12% |
$1.61M - $1.74M
|
315K
$8.14M
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
67.7K+ 14.11% |
$1.57M - $1.7M
|
547K
$14.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
65.4K+ 24.68% |
$1.52M - $1.65M
|
330K
$8.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
63K+ 450.67% |
$1.46M - $1.59M
|
77K
$1.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
59.6K+ 1.8% |
$1.39M - $1.5M
|
3.36M
$87M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
59.4K+ 61.6% |
$1.38M - $1.49M
|
156K
$4.03M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
58.3K+ 12.13% |
$1.36M - $1.47M
|
539K
$13.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
56K+ 11.96% |
$1.3M - $1.41M
|
525K
$13.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
55.3K+ 55.36% |
$1.29M - $1.39M
|
155K
$4.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
53.5K+ 9.15% |
$1.24M - $1.35M
|
638K
$16.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
53.2K+ 4.65% |
$1.24M - $1.34M
|
1.2M
$30.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
52K+ 10.23% |
$1.21M - $1.31M
|
560K
$14.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
48.5K+ 6.59% |
$1.13M - $1.22M
|
783K
$20.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
46.8K+ 7.01% |
$1.09M - $1.18M
|
714K
$18.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44.6K+ 6.82% |
$1.04M - $1.12M
|
699K
$18.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
41KNew |
$954K - $1.03M
|
41K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
40.3K+ 126.21% |
$937K - $1.01M
|
72.3K
$1.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
40K+ 4.26% |
$930K - $1.01M
|
978K
$25.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
39.9K+ 4.89% |
$927K - $1M
|
855K
$22.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Straight Path Wealth Management
|
BUY
|
- |
39.7K+ 9.85% |
$922K - $998K
|
442K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
37.7K+ 9.34% |
$877K - $949K
|
442K
$11.4M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
34.4K+ 5.66% |
$800K - $866K
|
643K
$16.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
34.4K+ 5.66% |
$800K - $866K
|
643K
$16.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
33.6K+ 7.37% |
$781K - $846K
|
490K
$12.7M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
33KNew |
$767K - $831K
|
33K
$853K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
32.8KNew |
$763K - $826K
|
32.8K
$849K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
32.4K+ 289.42% |
$754K - $816K
|
43.6K
$1.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
31.6K+ 126.96% |
$736K - $796K
|
56.6K
$1.46M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
27.6K+ 171.11% |
$641K - $694K
|
43.7K
$1.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
27.1K+ 2.34% |
$630K - $682K
|
1.19M
$30.7M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
BUY
|
- |
26.9K+ 11.27% |
$626K - $678K
|
266K
$6.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
26.1K+ 5.86% |
$607K - $657K
|
472K
$12.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
25.9K+ 11.26% |
$602K - $651K
|
256K
$6.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.8K+ 32.42% |
$600K - $650K
|
105K
$2.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.6K+ 18.52% |
$596K - $645K
|
164K
$4.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
24.7K+ 5.29% |
$574K - $622K
|
492K
$12.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
23K+ 5.68% |
$534K - $578K
|
427K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
21.7KNew |
$504K - $545K
|
21.7K
$560K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.1K+ 68.83% |
$490K - $531K
|
51.7K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
21K+ 32.4% |
$488K - $529K
|
85.8K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
20.4K+ 8.24% |
$475K - $514K
|
268K
$6.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19.4KNew |
$452K - $489K
|
19.4K
$502K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.1K+ 32.43% |
$443K - $480K
|
77.8K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
18.5K+ 3.63% |
$431K - $467K
|
530K
$13.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 27.53% |
$413K - $447K
|
82.4K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.7K+ 25.84% |
$411K - $445K
|
86K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.3KNew |
$403K - $437K
|
17.3K
$448K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.2K+ 9.44% |
$399K - $432K
|
199K
$5.14M
|