Latest Institutional Transactions on Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Core Fxd In (DFCF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 31, 2024
Q3 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.62K+ 14.4% |
$66.8K - $70.3K
|
12.8K
$530K
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20K+ 5.78% |
$825K - $870K
|
365K
$15.1M
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
20.4K+ 4.25% |
$842K - $887K
|
500K
$20.6M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.77K- 15.22% |
$73.2K - $77.1K
|
9.87K
$407K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
118K+ 4.25% |
$4.88M - $5.14M
|
2.9M
$120M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.48KNew |
$61.3K - $64.6K
|
1.48K
$61.2K
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
3.76K+ 36.64% |
$156K - $164K
|
14K
$579K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
8.2K+ 29.29% |
$339K - $357K
|
36.2K
$1.49M
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-214- 1.14% |
$8.85K - $9.32K
|
18.6K
$766K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.91K- 3.18% |
$79K - $83.2K
|
58.1K
$2.4M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35K+ 2.64% |
$1.44M - $1.52M
|
1.36M
$56.1M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.4K+ 8.79% |
$555K - $585K
|
166K
$6.86M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
93.1K+ 14.0% |
$3.85M - $4.05M
|
758K
$31.3M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.58K+ 27.81% |
$355K - $374K
|
39.4K
$1.63M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-30K- 24.51% |
$1.24M - $1.31M
|
92.4K
$3.81M
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.94K+ 30.05% |
$204K - $215K
|
21.4K
$883K
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
10.6K+ 5.07% |
$438K - $462K
|
220K
$9.07M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.7K+ 26.85% |
$1.35M - $1.43M
|
155K
$6.39M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.82K+ 1.74% |
$282K - $297K
|
399K
$16.5M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.7KNew |
$277K - $292K
|
6.7K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.95K+ 9.82% |
$329K - $346K
|
88.9K
$3.67M
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
8.26K+ 7.46% |
$341K - $360K
|
119K
$4.91M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.96KNew |
$288K - $303K
|
6.96K
$287K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.85K- 47.8% |
$324K - $342K
|
8.57K
$354K
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
BUY
|
- |
108K+ 594.96% |
$4.48M - $4.71M
|
126K
$5.22M
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
17.9K+ 8.44% |
$739K - $778K
|
230K
$9.47M
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-128- 3.26% |
$5.29K - $5.57K
|
3.8K
$157K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.3KNew |
$1.21M - $1.28M
|
29.3K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.93K+ 628.56% |
$287K - $302K
|
8.04K
$332K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.72K+ 100.64% |
$71.1K - $74.9K
|
3.43K
$141K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.91K- 1.93% |
$79K - $83.2K
|
97K
$4M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.02K+ 3.63% |
$249K - $262K
|
172K
$7.1M
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
3.15K+ 19.13% |
$130K - $137K
|
19.6K
$810K
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-33.9K- 7.03% |
$1.4M - $1.48M
|
449K
$18.5M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-264- 7.78% |
$10.9K - $11.5K
|
3.13K
$129K
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-72.4K- 92.25% |
$2.99M - $3.16M
|
6.09K
$251K
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
138K+ 405.97% |
$5.72M - $6.03M
|
173K
$7.12M
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
43.7KNew |
$1.81M - $1.9M
|
43.7K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-270K- 35.09% |
$11.2M - $11.8M
|
500K
$20.6M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.44K- 24.68% |
$390K - $411K
|
28.8K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.9K+ 140.06% |
$3.1M - $3.26M
|
128K
$5.3M
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.48K- 7.41% |
$351K - $369K
|
106K
$4.37M
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
9.16K+ 8.12% |
$379K - $399K
|
122K
$5.04M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
41.4K+ 10.29% |
$1.71M - $1.8M
|
444K
$18.3M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$41.3 - $43.6
|
8.27K
$341K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-8.51K- 30.55% |
$352K - $371K
|
19.4K
$799K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
71.9K+ 13.57% |
$2.97M - $3.13M
|
602K
$24.8M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
155K+ 2169.3% |
$6.42M - $6.76M
|
162K
$6.71M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
78.3K+ 30.3% |
$3.24M - $3.41M
|
337K
$13.9M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$1.18M - $1.24M
|
28.5K
$1.18M
|