Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
20.3K+ 3.54% |
$515K - $576K
|
593K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$502K - $562K
|
19.8K
$507K
|
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
19.6K+ 49.68% |
$498K - $557K
|
59.1K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
19.6K+ 2.49% |
$496K - $555K
|
805K
$20.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
19.3KNew |
$490K - $548K
|
19.3K
$494K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
18.5K+ 2.33% |
$468K - $524K
|
812K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
18.2K+ 30.69% |
$462K - $517K
|
77.5K
$1.98M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.9K+ 13.96% |
$429K - $479K
|
138K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 6.65% |
$423K - $474K
|
268K
$6.86M
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
16.5K+ 1.76% |
$417K - $467K
|
954K
$24.4M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
15.9K+ 5.61% |
$404K - $452K
|
300K
$7.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
15.5K+ 8.74% |
$392K - $439K
|
192K
$4.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
15.4K+ 1.19% |
$390K - $436K
|
1.31M
$33.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
15.4K+ 5.4% |
$389K - $436K
|
300K
$7.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
15.3K+ 7.27% |
$387K - $433K
|
225K
$5.76M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15.1KNew |
$384K - $430K
|
15.1K
$388K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.5K+ 8.8% |
$367K - $411K
|
179K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.1K+ 2.11% |
$359K - $401K
|
685K
$17.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.1KNew |
$356K - $399K
|
14.1K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.9K+ 6.28% |
$353K - $395K
|
236K
$6.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8K+ 2.44% |
$350K - $392K
|
579K
$14.8M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8K+ 2.44% |
$350K - $392K
|
579K
$14.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.4K+ 2.88% |
$341K - $381K
|
480K
$12.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13.3KNew |
$336K - $376K
|
13.3K
$339K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 1.75% |
$335K - $375K
|
768K
$19.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.2K+ 44.74% |
$335K - $375K
|
42.7K
$1.09M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13.1K+ 3.82% |
$333K - $372K
|
357K
$9.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.9K+ 3.3% |
$328K - $367K
|
405K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.8KNew |
$324K - $362K
|
12.8K
$327K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 2.41% |
$322K - $360K
|
539K
$13.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$312K - $349K
|
12.3K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.2K+ 2.13% |
$309K - $346K
|
584K
$14.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.2KNew |
$309K - $346K
|
12.2K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 5127.9% |
$303K - $339K
|
12.2K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.7K+ 10.02% |
$297K - $332K
|
128K
$3.29M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.6KNew |
$294K - $328K
|
11.6K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.2K+ 42.95% |
$285K - $319K
|
37.4K
$957K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 7.09% |
$284K - $318K
|
169K
$4.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
10.9K+ 6.48% |
$277K - $310K
|
180K
$4.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10.9K+ 4.81% |
$277K - $310K
|
238K
$6.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.6KNew |
$270K - $301K
|
10.6K
$272K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 25.12% |
$268K - $299K
|
52.6K
$1.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 1.73% |
$261K - $292K
|
605K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 5.2% |
$256K - $286K
|
204K
$5.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.69K+ 5.36% |
$220K - $246K
|
171K
$4.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8.57K+ 28.05% |
$217K - $243K
|
39.1K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.52K+ 8.34% |
$216K - $242K
|
111K
$2.83M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.51KNew |
$216K - $242K
|
8.51K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
8.39K+ 2.31% |
$213K - $238K
|
372K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.38KNew |
$213K - $238K
|
8.38K
$214K
|