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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.95KNew |
$247K - $256K
|
5.95K
$251K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 17.25% |
$44.6K - $46.1K
|
5.15K
$217K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
82.9K+ 17.74% |
$3.44M - $3.56M
|
550K
$23.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-622- 7.43% |
$25.8K - $26.7K
|
7.75K
$327K
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.89K+ 18.8% |
$411K - $425K
|
62.5K
$2.64M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
665KNew |
$27.6M - $28.5M
|
665K
$28.1M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.09KNew |
$86.2K - $90.4K
|
2.09K
$88.2K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 46.93% |
$11.7K - $12.2K
|
886
$37.4K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 45.27% |
$42.1K - $44.1K
|
1.23K
$52.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
7.2KNew |
$297K - $312K
|
7.2K
$304K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.24KNew |
$288K - $309K
|
7.24K
$306K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.73KNew |
$68.9K - $74K
|
1.73K
$73.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-47.4K- 100.0% |
$1.89M - $2.02M
|
1
$42.2
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6KNew |
$239K - $257K
|
6K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.18KNew |
$246K - $264K
|
6.18K
$261K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-76- 1.42% |
$3.03K - $3.25K
|
5.29K
$223K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
6.27KNew |
$249K - $268K
|
6.27K
$265K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
78New |
$3.11K - $3.33K
|
78
$3.29K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.48KNew |
$378K - $405K
|
9.48K
$400K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59KNew |
$105K - $116K
|
2.59K
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.7KNew |
$964K - $1.07M
|
23.7K
$1M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-4- 80.0% |
$163 - $180
|
1
$42.2
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$275K - $304K
|
6.76K
$285K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.46KNew |
$232K - $252K
|
5.46K
$230K
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.14KClosed |
$218K - $238K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-61Closed |
$2.59K - $2.82K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.89KNew |
$208K - $226K
|
4.89K
$206K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-200KClosed |
$9.16M - $9.96M
|
0
$0
|
|