Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFIC)

DFIC Quotes by TradingView

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 16, 2023 Q3 2023
Applied Capital LLC

BUY
 -
16.4K
+ 4.82%
$380K - $412K
356K $9.21M
Nov 07, 2023 Q3 2023
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
16K
+ 8.37%
$372K - $403K
207K $5.35M
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
15.7K
+ 13.65%
$364K - $394K
130K $3.37M
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
15.5K
+ 24.2%
$361K - $390K
79.6K $2.06M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
15.2K
New
$353K - $382K
15.2K $393K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
14.5K
+ 50.12%
$337K - $365K
43.4K $1.12M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
13.9K
New
$323K - $349K
13.9K $359K
Oct 13, 2023 Q3 2023
Stordahl Capital Management, Inc.

BUY
 -
13.8K
+ 1.18%
$321K - $348K
1.18M $30.6M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
13.8K
New
$321K - $347K
13.8K $357K
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
13.5K
New
$315K - $341K
13.5K $350K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
13.1K
+ 4.13%
$304K - $330K
330K $8.54M
Oct 19, 2023 Q3 2023
North Ridge Wealth Advisors, Inc.

Beaverton, OR
BUY
 -
13K
+ 5.45%
$303K - $328K
252K $6.52M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
13K
+ 10.55%
$302K - $327K
136K $3.51M
Nov 15, 2023 Q3 2023
Monograph Wealth Advisors, LLC

BUY
 -
12K
New
$279K - $302K
12K $310K
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
11.9K
New
$276K - $299K
11.9K $307K
Jul 03, 2024 Q3 2023
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
11.7K
+ 5.75%
$272K - $294K
215K $5.55M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
10.3K
New
$240K - $260K
10.3K $267K
Nov 14, 2023 Q3 2023
Rbf Capital, LLC

San Francisco, CA
BUY
 -
10K
+ 6.06%
$233K - $252K
175K $4.52M
Oct 10, 2023 Q3 2023
Ewg Elevate Inc.

BUY
 -
9.86K
New
$229K - $248K
9.86K $255K
Oct 10, 2023 Q3 2023
Advisory Services & Investments, LLC

BUY
 -
9.62K
+ 1.34%
$224K - $242K
728K $18.8M
Nov 16, 2023 Q3 2023
Schubert & CO

BUY
 -
9.48K
+ 25.0%
$220K - $239K
47.4K $1.23M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
9.2K
+ 5.59%
$214K - $232K
174K $4.49M
Oct 27, 2023 Q3 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
9.13K
+ 249.71%
$212K - $230K
12.8K $331K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
8.81K
+ 4.2%
$205K - $222K
219K $5.65M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.79K
+ 34.0%
$204K - $221K
34.7K $896K
Oct 26, 2023 Q3 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
8.79K
+ 4.01%
$204K - $221K
228K $5.89M
Oct 31, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
8.73K
+ 34.1%
$203K - $220K
34.3K $888K
Oct 10, 2023 Q3 2023
Hurlow Wealth Management Group, Inc.

BUY
 -
8.5K
+ 40.97%
$198K - $214K
29.2K $756K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
8.23K
+ 1.54%
$191K - $207K
543K $14M
Nov 13, 2023 Q3 2023
Kerntke Otto Mc Glone Wealth Management Group

Appleton, WI
BUY
 -
6.41K
+ 4.98%
$149K - $161K
135K $3.49M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
6.37K
+ 123.62%
$148K - $160K
11.5K $298K
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
6.19K
+ 23.24%
$144K - $156K
32.8K $849K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
6.11K
+ 22.95%
$142K - $154K
32.7K $846K
Nov 15, 2023 Q3 2023
Cravens & CO Advisors, LLC

Cookeville, TN
BUY
 -
5.84K
+ 2.48%
$136K - $147K
242K $6.25M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.5K
+ 6.88%
$128K - $138K
85.4K $2.21M
Oct 15, 2024 Q3 2023
Fmb Wealth Management

Westlake Village, CA
BUY
 -
5.48K
+ 18.88%
$127K - $138K
34.5K $891K
Oct 26, 2023 Q3 2023
Pb Mares Wealth Management LLC

BUY
 -
4.66K
+ 2.17%
$108K - $117K
219K $5.67M
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
4.48K
+ 1.34%
$104K - $113K
338K $8.75M
Nov 01, 2023 Q3 2023
Keb Asset Management, LLC

Springfield, IL
BUY
 -
4.13K
+ 4.1%
$95.9K - $104K
105K $2.7M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.75K
+ 3.47%
$87.3K - $94.5K
112K $2.9M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
3.47K
+ 17.08%
$80.7K - $87.3K
23.8K $615K
Nov 13, 2023 Q3 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
3.38K
+ 1.55%
$78.6K - $85K
222K $5.74M
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
3.17K
+ 10.99%
$73.6K - $79.7K
32K $827K
Oct 10, 2023 Q3 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
BUY
 -
2.52K
+ 1.54%
$58.7K - $63.5K
166K $4.29M
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
2.34K
+ 0.48%
$54.3K - $58.8K
493K $12.7M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
2.2K
+ 9.45%
$51.2K - $55.4K
25.5K $660K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.04K
New
$47.4K - $51.3K
2.04K $52.7K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
2K
New
$46.4K - $50.2K
2K $51.6K
Oct 18, 2023 Q3 2023
25 LLC

St. Louis, MO
BUY
 -
1.97K
+ 5.85%
$45.8K - $49.5K
35.6K $921K

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