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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.32K+ 10.23% |
$33.4K - $37.4K
|
14.2K
$363K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.28KNew |
$32.4K - $36.3K
|
1.28K
$32.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
900+ 29.03% |
$22.8K - $25.5K
|
4K
$102K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
896+ 3.76% |
$22.7K - $25.4K
|
24.7K
$633K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
800+ 4.31% |
$20.3K - $22.7K
|
19.4K
$495K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
759+ 0.35% |
$19.2K - $21.5K
|
216K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
684+ 6.94% |
$17.3K - $19.4K
|
10.5K
$270K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
602+ 13.28% |
$15.3K - $17.1K
|
5.14K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
572+ 3.64% |
$14.5K - $16.2K
|
16.3K
$417K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
547+ 5.97% |
$13.9K - $15.5K
|
9.71K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
420+ 19.32% |
$10.7K - $11.9K
|
2.59K
$66.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
406+ 0.12% |
$10.3K - $11.5K
|
328K
$8.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
328+ 3.09% |
$8.32K - $9.31K
|
10.9K
$280K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
324+ 3.85% |
$8.22K - $9.19K
|
8.75K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
288+ 0.22% |
$7.3K - $8.17K
|
130K
$3.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
279+ 0.47% |
$7.08K - $7.92K
|
60K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
272New |
$6.9K - $7.72K
|
272
$6.96K
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
251+ 1.79% |
$6.37K - $7.12K
|
14.3K
$365K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
236+ 10.09% |
$5.98K - $6.7K
|
2.58K
$65.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
213+ 0.47% |
$5.4K - $6.04K
|
45.1K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
161New |
$4.08K - $4.57K
|
161
$4.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
132+ 1.01% |
$3.35K - $3.74K
|
13.2K
$337K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
116+ 1.22% |
$2.94K - $3.29K
|
9.59K
$245K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
110+ 0.6% |
$2.79K - $3.12K
|
18.5K
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107+ 0.18% |
$2.71K - $3.04K
|
58.1K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106+ 0.18% |
$2.69K - $3.01K
|
58.3K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
100+ 0.72% |
$2.54K - $2.84K
|
14.1K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80+ 0.49% |
$2.03K - $2.27K
|
16.4K
$421K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77+ 0.47% |
$1.95K - $2.18K
|
16.4K
$421K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 0.56% |
$1.34K - $1.5K
|
9.58K
$245K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
46+ 0.44% |
$1.17K - $1.31K
|
10.5K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46New |
$1.17K - $1.31K
|
46
$1.18K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.45% |
$1.04K - $1.16K
|
9.12K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
40+ 0.41% |
$1.01K - $1.13K
|
9.77K
$250K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38+ 0.05% |
$964 - $1.08K
|
83.7K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.09% |
$178 - $199
|
7.67K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
5+ 0.38% |
$127 - $142
|
1.31K
$33.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1+ 0.01% |
$25.4 - $28.4
|
12K
$306K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1- -0.0% |
$25.4 - $28.4
|
22.8K
$584K
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-19- 0.18% |
$482 - $539
|
10.6K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-29- 4.11% |
$735 - $823
|
677
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-43- 0.06% |
$1.09K - $1.22K
|
67.2K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-121- 0.01% |
$3.07K - $3.43K
|
813K
$20.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
SELL
|
- |
-155- 0.78% |
$3.93K - $4.4K
|
19.8K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-162- 0.83% |
$4.11K - $4.6K
|
19.3K
$494K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-215- 72.64% |
$5.45K - $6.1K
|
81
$2.07K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-228- 2.01% |
$5.78K - $6.47K
|
11.1K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-236- 0.83% |
$5.98K - $6.7K
|
28.1K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-280- 0.73% |
$7.1K - $7.94K
|
38K
$973K
|