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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.96KNew |
$328K - $345K
|
7.96K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
54+ 0.77% |
$2.22K - $2.34K
|
7.09K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
22.8KNew |
$939K - $989K
|
22.8K
$954K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9KNew |
$1.32M - $1.38M
|
31.9K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.25K- 4.78% |
$175K - $184K
|
84.7K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.61K+ 1.4% |
$272K - $286K
|
480K
$20.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.94KNew |
$79.7K - $83.9K
|
1.94K
$81K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
14.3K+ 5.76% |
$588K - $619K
|
262K
$11M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
24.3K+ 26.68% |
$1M - $1.05M
|
115K
$4.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.93K- 1.04% |
$285K - $300K
|
658K
$27.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-55.4K- 53.65% |
$2.28M - $2.4M
|
47.9K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
181KNew |
$7.44M - $7.83M
|
181K
$7.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.83K+ 2.54% |
$240K - $253K
|
235K
$9.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-54.5K- 41.88% |
$2.24M - $2.36M
|
75.6K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
12K+ 156.27% |
$495K - $521K
|
19.7K
$825K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.53K- 3.51% |
$62.9K - $66.2K
|
42K
$1.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.93K- 28.39% |
$244K - $257K
|
15K
$625K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44.4K+ 6.62% |
$1.83M - $1.92M
|
715K
$29.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.45K+ 18.33% |
$183K - $193K
|
28.7K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
92New |
$3.79K - $3.99K
|
92
$3.85K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
206K+ 1355.63% |
$8.48M - $8.93M
|
221K
$9.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.41KNew |
$305K - $321K
|
7.41K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-87- 12.12% |
$3.58K - $3.77K
|
631
$26.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.12K+ 5.3% |
$46.2K - $48.6K
|
22.3K
$933K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 10.55% |
$84K - $88.5K
|
21.4K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
633+ 9.74% |
$26.1K - $27.4K
|
7.14K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21.9K- 11.6% |
$903K - $950K
|
167K
$6.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.3K+ 6.43% |
$753K - $793K
|
303K
$12.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
437KNew |
$18M - $18.9M
|
437K
$18.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
134K+ 264.21% |
$5.51M - $5.8M
|
184K
$7.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-664- 28.12% |
$27.3K - $28.8K
|
1.7K
$71K
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
289KNew |
$11.9M - $12.5M
|
289K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
9.14K+ 0.88% |
$376K - $396K
|
1.05M
$43.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.38K+ 25.21% |
$56.9K - $59.9K
|
6.87K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.37KNew |
$386K - $406K
|
9.37K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 5.27% |
$27.5K - $29K
|
13.4K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
96.6KNew |
$3.98M - $4.19M
|
96.6K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 22.13% |
$422K - $444K
|
36K
$1.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
132+ 2.07% |
$5.43K - $5.72K
|
6.5K
$272K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.1% |
$206 - $217
|
5.06K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 7.65% |
$76.6K - $80.6K
|
22.5K
$939K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.6K+ 16.29% |
$1.47M - $1.54M
|
254K
$10.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.1K+ 11.09% |
$951K - $1M
|
231K
$9.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$2.05M - $2.15M
|
681K
$28.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 2.26% |
$430K - $453K
|
451K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36.7K+ 4.12% |
$1.51M - $1.59M
|
926K
$38.7M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
195KNew |
$8.02M - $8.44M
|
195K
$8.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.85K+ 14.13% |
$76K - $80K
|
14.9K
$623K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
14.2KNew |
$585K - $615K
|
14.2K
$594K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 2.1% |
$104K - $109K
|
122K
$5.11M
|