Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
139K+ 46.35% |
$2.65M - $3.2M
|
439K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
134KNew |
$2.55M - $3.08M
|
134K
$3.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
129KNew |
$2.46M - $2.97M
|
129K
$3.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
127K+ 20.19% |
$2.41M - $2.91M
|
753K
$20.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
120KNew |
$2.28M - $2.75M
|
120K
$3.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
118K+ 172.34% |
$2.26M - $2.73M
|
187K
$5.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
117K+ 98.74% |
$2.22M - $2.69M
|
235K
$6.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
116KNew |
$2.21M - $2.67M
|
116K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
116KNew |
$2.21M - $2.67M
|
116K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
113KNew |
$2.16M - $2.61M
|
113K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 298.41% |
$2.1M - $2.54M
|
147K
$4M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
102K+ 6.01% |
$1.95M - $2.36M
|
1.81M
$49.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
98.3K+ 41.61% |
$1.87M - $2.26M
|
335K
$9.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
94.2KNew |
$1.79M - $2.17M
|
94.2K
$2.56M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
89.6K+ 54.6% |
$1.71M - $2.06M
|
254K
$6.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
87.4KNew |
$1.67M - $2.01M
|
87.4K
$2.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
79.3K+ 25.13% |
$1.51M - $1.83M
|
395K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76.8K+ 211.15% |
$1.46M - $1.77M
|
113K
$3.08M
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
71.7K+ 7.15% |
$1.37M - $1.65M
|
1.07M
$29.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
69.6K+ 503.47% |
$1.33M - $1.6M
|
83.4K
$2.27M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
68.1K+ 36.39% |
$1.3M - $1.57M
|
255K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
65.2KNew |
$1.24M - $1.5M
|
65.2K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
64.7K+ 163.49% |
$1.23M - $1.49M
|
104K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
62.6K+ 39.1% |
$1.19M - $1.44M
|
223K
$6.05M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
62.3K+ 51.06% |
$1.19M - $1.44M
|
184K
$5.01M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
60.5KNew |
$1.15M - $1.39M
|
60.5K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
59.3K+ 413.22% |
$1.13M - $1.37M
|
73.6K
$2M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59KNew |
$1.12M - $1.36M
|
59K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56.7K+ 307.62% |
$1.08M - $1.3M
|
75.1K
$2.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
56.2K+ 12.45% |
$1.07M - $1.29M
|
507K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
49.5KNew |
$943K - $1.14M
|
49.5K
$1.35M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
48.1KNew |
$917K - $1.11M
|
48.1K
$1.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
47.2K+ 19.53% |
$900K - $1.09M
|
289K
$7.86M
|
|
|
Jan 19, 2023
Q4 2022
|
Applied Capital LLC
|
BUY
|
- |
46.6K+ 17.55% |
$888K - $1.07M
|
312K
$8.48M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
45KNew |
$858K - $1.04M
|
45K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
43.5KNew |
$830K - $1M
|
43.5K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
43.5K+ 140.59% |
$830K - $1M
|
74.5K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41.9KNew |
$798K - $965K
|
41.9K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
40.9KNew |
$780K - $942K
|
40.9K
$1.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
37.2KNew |
$710K - $857K
|
37.2K
$1.01M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
34.3K+ 260.4% |
$654K - $790K
|
47.5K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
32.8K+ 82.32% |
$625K - $755K
|
72.6K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
32.2KNew |
$615K - $743K
|
32.2K
$877K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
30.7KNew |
$585K - $707K
|
30.7K
$835K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
28.9K+ 36.01% |
$551K - $665K
|
109K
$2.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
28.1KNew |
$535K - $647K
|
28.1K
$763K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26.3KNew |
$501K - $606K
|
26.3K
$715K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
25.8K+ 245.73% |
$491K - $593K
|
36.2K
$985K
|
|
|
Feb 01, 2023
Q4 2022
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
21.9KNew |
$418K - $505K
|
21.9K
$596K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20.8KNew |
$395K - $478K
|
20.8K
$564K
|