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 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11New |
$453 - $477
|
11
$462
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
469New |
$19.3K - $20.3K
|
469
$19.7K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40.2K+ 34.25% |
$1.65M - $1.74M
|
157K
$6.61M
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
113K+ 4.23% |
$4.64M - $4.89M
|
2.77M
$117M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
424+ 0.46% |
$17.5K - $18.4K
|
92.8K
$3.9M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
277+ 1.41% |
$11.4K - $12K
|
19.9K
$835K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9.88K+ 83.95% |
$407K - $428K
|
21.6K
$909K
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
141K+ 16.36% |
$5.79M - $6.09M
|
1M
$42M
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7+ 0.09% |
$288 - $303
|
7.72K
$324K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.14K+ 8.95% |
$376K - $396K
|
111K
$4.67M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.71K- 42.04% |
$153K - $161K
|
5.12K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
953+ 48.67% |
$39.2K - $41.3K
|
2.91K
$122K
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
181KNew |
$7.45M - $7.84M
|
181K
$7.6M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.9K+ 27.32% |
$654K - $688K
|
74K
$3.11M
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
150KNew |
$6.16M - $6.48M
|
150K
$6.28M
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
300KNew |
$12.3M - $13M
|
300K
$12.6M
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
387KNew |
$15.9M - $16.8M
|
387K
$16.3M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.6K+ 16.86% |
$2.54M - $2.67M
|
427K
$17.9M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 3.03% |
$49.2K - $51.8K
|
38.2K
$1.61M
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
60New |
$2.47K - $2.6K
|
60
$2.52K
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-9.46K- 1.16% |
$389K - $410K
|
807K
$33.9M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 2.08% |
$430K - $453K
|
512K
$21.5M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.22K- 87.9% |
$215K - $226K
|
718
$30.2K
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-51- 1.59% |
$2.1K - $2.21K
|
3.15K
$132K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
752New |
$31K - $32.6K
|
752
$31.6K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
81.8K+ 1221.72% |
$3.37M - $3.55M
|
88.5K
$3.72M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
1.71KNew |
$70.4K - $74.1K
|
1.71K
$71.8K
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.77K- 31.28% |
$114K - $120K
|
6.08K
$255K
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
387+ 1.1% |
$15.9K - $16.8K
|
35.5K
$1.49M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.96KNew |
$204K - $215K
|
4.96K
$208K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 1.59% |
$809K - $852K
|
1.26M
$52.8M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.2KNew |
$132K - $139K
|
3.2K
$135K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.8K+ 279.79% |
$1.89M - $1.99M
|
62.2K
$2.61M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
5.73KNew |
$236K - $248K
|
5.73K
$241K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
35.9KNew |
$1.48M - $1.56M
|
35.9K
$1.51M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
637K+ 6.07% |
$26.2M - $27.6M
|
11.1M
$467M
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
45+ 0.32% |
$1.85K - $1.95K
|
14.2K
$597K
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
45.6KNew |
$1.88M - $1.98M
|
45.6K
$1.92M
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
338+ 0.84% |
$13.9K - $14.6K
|
40.8K
$1.71M
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.2KNew |
$1.04M - $1.09M
|
25.2K
$1.06M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
10.8KNew |
$446K - $470K
|
10.8K
$455K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.34KNew |
$261K - $275K
|
6.34K
$266K
|
|
Feb 11, 2025
Q4 2024
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
306KNew |
$12.6M - $13.3M
|
306K
$12.8M
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
7.53KNew |
$310K - $326K
|
7.53K
$316K
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13.9K+ 75.03% |
$571K - $601K
|
32.4K
$1.36M
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
5.33K+ 3.91% |
$219K - $231K
|
141K
$5.94M
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
141KNew |
$5.82M - $6.12M
|
141K
$5.93M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564New |
$23.2K - $24.4K
|
564
$23.7K
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
70K+ 2.42% |
$2.88M - $3.04M
|
2.97M
$125M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 16.5% |
$422K - $444K
|
72.4K
$3.04M
|