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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
30.2K+ 30.57% |
$1.25M - $1.32M
|
129K
$5.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.62K+ 4.23% |
$67.1K - $70.6K
|
39.9K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.77KNew |
$404K - $426K
|
9.77K
$420K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.77K+ 679.62% |
$73K - $77K
|
2.03K
$87.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
22.5K+ 14.32% |
$930K - $980K
|
180K
$7.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
11.4K+ 15.86% |
$469K - $494K
|
82.9K
$3.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
SELL
|
- |
-1.96K- 17.91% |
$81.2K - $85.5K
|
9K
$387K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-686- 4.09% |
$28.4K - $29.9K
|
16.1K
$691K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77New |
$3.14K - $3.23K
|
77
$3.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
717New |
$29.2K - $30.1K
|
717
$30.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.8K- 18.65% |
$1.26M - $1.29M
|
134K
$5.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$897 - $923
|
22
$946
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.98KNew |
$285K - $293K
|
6.98K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-12K- 68.93% |
$490K - $504K
|
5.41K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.6KNew |
$758K - $780K
|
18.6K
$800K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-184- 3.61% |
$7.51K - $7.72K
|
4.92K
$212K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.48KNew |
$264K - $272K
|
6.48K
$279K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 0.39% |
$3.3K - $3.4K
|
21.1K
$908K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
668+ 12.12% |
$27.2K - $28K
|
6.18K
$266K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.22KClosed |
$90.6K - $93.3K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.51KNew |
$270K - $277K
|
6.51K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21KNew |
$50.1K - $51.3K
|
1.21K
$51.8K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-499- 4.75% |
$20.7K - $21.3K
|
10K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.73KNew |
$238K - $244K
|
5.73K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-131K- 46.62% |
$5.44M - $5.58M
|
150K
$6.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.87K+ 33.82% |
$119K - $122K
|
11.4K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.57K- 12.8% |
$65.3K - $66.9K
|
10.7K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.51K+ 7.84% |
$187K - $192K
|
62K
$2.67M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
748New |
$31.1K - $31.9K
|
748
$32.2K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$374 - $383
|
9
$387
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3K+ 3.32% |
$125K - $128K
|
93.2K
$4.01M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
732+ 101.1% |
$30.4K - $31.2K
|
1.46K
$62.6K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 57.14% |
$8.31K - $8.52K
|
150
$6.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
16New |
$665 - $682
|
16
$688
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-117- 0.85% |
$4.86K - $4.98K
|
13.6K
$587K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
26.4K+ 11.15% |
$1.1M - $1.13M
|
264K
$11.3M
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 3.95% |
$132K - $142K
|
87.6K
$3.77M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 38.59% |
$372K - $400K
|
15K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
33.2KNew |
$1.31M - $1.41M
|
33.2K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.95K - $4.25K
|
100
$4.3K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-726- 0.7% |
$28.7K - $30.9K
|
104K
$4.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.22K+ 30.61% |
$206K - $222K
|
22.3K
$958K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$1.29M - $1.39M
|
32.6K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.15K- 38.57% |
$124K - $134K
|
5.01K
$216K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.93KNew |
$195K - $210K
|
4.93K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.4K- 12.56% |
$963K - $1.04M
|
170K
$7.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.84KNew |
$191K - $206K
|
4.84K
$208K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-49.8KClosed |
$2.01M - $2.09M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$270K - $282K
|
6.7K
$288K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28.5KNew |
$1.15M - $1.2M
|
28.5K
$1.23M
|
|