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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
2.48K+ 2.41% |
$102K - $105K
|
106K
$4.44M
|
|
Jul 23, 2025
Q2 2025
|
Asset Planning Corporation
|
BUY
|
- |
83.9K+ 14.89% |
$3.45M - $3.55M
|
647K
$27.2M
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.75K- 19.61% |
$113K - $116K
|
11.3K
$474K
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-328K- 47.13% |
$13.5M - $13.9M
|
368K
$15.5M
|
|
Jul 23, 2025
Q2 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-7.79K- 10.28% |
$320K - $330K
|
68K
$2.86M
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
18.6K+ 24.9% |
$765K - $789K
|
93.4K
$3.92M
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.53K- 2.81% |
$62.7K - $64.7K
|
52.7K
$2.22M
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.61K+ 8.44% |
$107K - $111K
|
33.6K
$1.41M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
36.2K+ 35.45% |
$1.49M - $1.53M
|
138K
$5.81M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6.03K+ 4.53% |
$248K - $255K
|
139K
$5.84M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
562+ 2.1% |
$23.1K - $23.8K
|
27.3K
$1.15M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.12K+ 8.13% |
$334K - $344K
|
108K
$4.54M
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-8.81K- 4.64% |
$362K - $373K
|
181K
$7.61M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-80.2K- 11.46% |
$3.29M - $3.4M
|
620K
$26M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-109K- 88.59% |
$4.49M - $4.63M
|
14.1K
$592K
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$164 - $169
|
10.9K
$458K
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
108+ 0.54% |
$4.44K - $4.58K
|
19.9K
$838K
|
|
Jul 22, 2025
Q2 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
5.46K+ 68.38% |
$224K - $231K
|
13.4K
$565K
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
31+ 0.3% |
$1.27K - $1.31K
|
10.5K
$443K
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
3K+ 60.35% |
$123K - $127K
|
7.97K
$335K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 4.65% |
$9.41K - $9.7K
|
5.16K
$217K
|
|
Jul 22, 2025
Q2 2025
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
6.02K+ 3.88% |
$247K - $255K
|
161K
$6.77M
|
|
Jul 22, 2025
Q2 2025
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
10.1K+ 4.38% |
$417K - $430K
|
241K
$10.1M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-66.4K- 16.11% |
$2.73M - $2.81M
|
346K
$14.5M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
70+ 0.47% |
$2.88K - $2.97K
|
14.9K
$626K
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
469+ 3.8% |
$19.3K - $19.9K
|
12.8K
$539K
|
|
Jul 21, 2025
Q2 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
239+ 0.56% |
$9.82K - $10.1K
|
43.1K
$1.81M
|
|
Jul 21, 2025
Q2 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-2.21K- 6.13% |
$90.7K - $93.5K
|
33.8K
$1.42M
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10.8KNew |
$442K - $456K
|
10.8K
$453K
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
28.5K+ 2.91% |
$1.17M - $1.21M
|
1.01M
$42.3M
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-3.63M- 99.17% |
$149M - $154M
|
30.5K
$1.28M
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-11.9K- 7.33% |
$487K - $502K
|
150K
$6.3M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
14.2K+ 5.22% |
$583K - $601K
|
286K
$12M
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.15K+ 6.08% |
$129K - $133K
|
55K
$2.31M
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
44.3K+ 5.1% |
$1.82M - $1.88M
|
913K
$38.4M
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
24.3K+ 5.63% |
$998K - $1.03M
|
456K
$19.2M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.2K- 0.65% |
$90.6K - $93.4K
|
339K
$14.3M
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-395- 2.24% |
$16.2K - $16.7K
|
17.2K
$724K
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
35.2K+ 7.47% |
$1.45M - $1.49M
|
506K
$21.3M
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.46K+ 0.38% |
$142K - $147K
|
917K
$38.5M
|
|
Jul 18, 2025
Q2 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-14.6K- 5.27% |
$600K - $619K
|
263K
$11M
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-36.4K- 15.46% |
$1.5M - $1.54M
|
199K
$8.38M
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
18.6K+ 4.3% |
$766K - $789K
|
451K
$19M
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.4K+ 0.92% |
$57.5K - $59.3K
|
154K
$6.47M
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 6.93% |
$2.06K - $2.12K
|
671
$28.2K
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-7.87K- 7.25% |
$324K - $334K
|
101K
$4.23M
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
7.89K+ 7.95% |
$324K - $334K
|
107K
$4.5M
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-644- 2.29% |
$26.5K - $27.3K
|
27.5K
$1.15M
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-608- 0.63% |
$25K - $25.8K
|
96.5K
$4.06M
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.06K+ 1.91% |
$167K - $172K
|
217K
$9.1M
|