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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 2.26% |
$430K - $453K
|
451K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$2.05M - $2.15M
|
681K
$28.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 6.95% |
$5.93K - $6.24K
|
2.22K
$92K
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.1K+ 11.09% |
$951K - $1M
|
231K
$9.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.6K+ 16.29% |
$1.47M - $1.54M
|
254K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 7.65% |
$76.6K - $80.6K
|
22.5K
$932K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.1% |
$206 - $217
|
5.06K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36.7K+ 4.12% |
$1.51M - $1.59M
|
926K
$38.5M
|
|
|
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
$8.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.85K+ 14.13% |
$76K - $80K
|
14.9K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
14.2KNew |
$585K - $615K
|
14.2K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 2.1% |
$104K - $109K
|
122K
$5.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.8K+ 3.23% |
$239K - $251K
|
185K
$7.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
7.22KNew |
$297K - $313K
|
7.22K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
635+ 10.32% |
$26.1K - $27.5K
|
6.79K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.96K+ 32.54% |
$287K - $302K
|
28.3K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90.1K+ 6.95% |
$3.71M - $3.91M
|
1.39M
$57.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 10.1% |
$81.1K - $85.3K
|
21.5K
$891K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 1.98% |
$27.9K - $29.3K
|
33.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.91KNew |
$243K - $256K
|
5.91K
$246K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$741 - $780
|
20.3K
$844K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16- 0.2% |
$659 - $693
|
8.05K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 6.24% |
$53.4K - $56.3K
|
19.5K
$810K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
50.8KNew |
$2.09M - $2.2M
|
50.8K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
573+ 4.42% |
$23.6K - $24.8K
|
13.5K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$1.68M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
156KNew |
$6.41M - $6.75M
|
156K
$6.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
117K+ 17.0% |
$4.8M - $5.06M
|
803K
$33.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.08K- 6.89% |
$127K - $134K
|
41.7K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.22K+ 15.88% |
$174K - $183K
|
30.8K
$1.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213K+ 25.1% |
$8.75M - $9.21M
|
1.06M
$44M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
47.8K+ 9.17% |
$1.97M - $2.07M
|
569K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.3K+ 28.42% |
$837K - $881K
|
91.9K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$209K - $220K
|
5.07K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
91.3K+ 141.31% |
$3.76M - $3.96M
|
156K
$6.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.19KNew |
$214K - $225K
|
5.19K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
132KNew |
$5.44M - $5.73M
|
132K
$5.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
12K
$497K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
399KNew |
$16.4M - $17.3M
|
399K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
402K+ 43.01% |
$16.5M - $17.4M
|
1.34M
$55.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
34.8K+ 6.85% |
$1.43M - $1.51M
|
543K
$22.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0+ 0.0% |
$0 - $0
|
3.44B
$143B
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
162KNew |
$6.65M - $7M
|
162K
$6.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.6K+ 15.64% |
$724K - $762K
|
130K
$5.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 13.42% |
$693K - $729K
|
142K
$5.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
384K+ 45.7% |
$15.8M - $16.7M
|
1.22M
$50.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.42K+ 19.7% |
$305K - $321K
|
45.1K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
208+ 1.58% |
$8.56K - $9.01K
|
13.4K
$557K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
796+ 6.19% |
$32.8K - $34.5K
|
13.7K
$568K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$5.56M - $5.86M
|
135K
$5.61M
|