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 |
---|---|---|---|---|---|---|---|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-119K- 84.19% |
$4.85M - $5.03M
|
22.3K
$941K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
3.02K+ 2.33% |
$123K - $128K
|
133K
$5.6M
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
89.4K+ 221.15% |
$3.65M - $3.78M
|
130K
$5.47M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
3.07K+ 60.66% |
$125K - $130K
|
8.12K
$342K
|
|
May 09, 2025
Q1 2025
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
8.05K+ 1.41% |
$328K - $341K
|
577K
$24.3M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-124- 2.45% |
$5.06K - $5.25K
|
4.94K
$208K
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
13.4K+ 10.95% |
$545K - $566K
|
135K
$5.71M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.3K+ 2.13% |
$1.03M - $1.07M
|
1.22M
$51.2M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-279K- 16.07% |
$11.4M - $11.8M
|
1.45M
$61.3M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.83K+ 85.86% |
$279K - $289K
|
14.8K
$623K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
1.57M+ 195.52% |
$64M - $66.4M
|
2.37M
$100M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-116K- 99.85% |
$4.74M - $4.92M
|
180
$7.59K
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
3.07K+ 1.32% |
$125K - $130K
|
236K
$9.96M
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
3.27K+ 19.0% |
$133K - $138K
|
20.4K
$862K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
33.5K+ 10.3% |
$1.37M - $1.42M
|
359K
$15.1M
|
|
May 09, 2025
Q1 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-3.78K- 26.68% |
$154K - $160K
|
10.4K
$438K
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
17.2K+ 21.78% |
$700K - $727K
|
96K
$4.05M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 0.77% |
$530 - $550
|
1.71K
$72.1K
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.85K- 2.97% |
$75.5K - $78.3K
|
60.5K
$2.55M
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-11.3M- 98.11% |
$463M - $480M
|
218K
$9.19M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.35K+ 15.49% |
$137K - $142K
|
25K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
583K+ 43.63% |
$23.8M - $24.7M
|
1.92M
$80.9M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
565+ 0.58% |
$23K - $23.9K
|
98.2K
$4.14M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
11.9K+ 21.94% |
$486K - $505K
|
66.2K
$2.79M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15.9K+ 7.2% |
$650K - $674K
|
237K
$10M
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
63.5K+ 20.77% |
$2.59M - $2.69M
|
369K
$15.6M
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$1.06K - $1.1K
|
26
$1.1K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.93M- 99.55% |
$78.9M - $81.9M
|
8.77K
$370K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.27K- 53.07% |
$133K - $138K
|
2.89K
$122K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
5.35K+ 7.37% |
$218K - $226K
|
78K
$3.29M
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
28K+ 5.4% |
$1.14M - $1.18M
|
546K
$23M
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-19K- 32.51% |
$776K - $805K
|
39.5K
$1.66M
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-1.41K- 9.92% |
$57.4K - $59.6K
|
12.8K
$539K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-167K- 13.29% |
$6.81M - $7.07M
|
1.09M
$46M
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.01K+ 134.18% |
$41.2K - $42.7K
|
1.76K
$74.2K
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
7.42KNew |
$303K - $314K
|
7.42K
$313K
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
89+ 0.45% |
$3.63K - $3.77K
|
19.8K
$835K
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5.53K- 6.8% |
$225K - $234K
|
75.8K
$3.19M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
5.81KNew |
$237K - $246K
|
5.81K
$245K
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
769+ 10.66% |
$31.4K - $32.5K
|
7.99K
$337K
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-5.34K- 98.43% |
$218K - $226K
|
85
$3.58K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
26K+ 5.4% |
$1.06M - $1.1M
|
508K
$21.4M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
129K+ 42.36% |
$5.26M - $5.46M
|
433K
$18.3M
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-17.3K- 24.15% |
$704K - $731K
|
54.2K
$2.29M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-597- 8.5% |
$24.4K - $25.3K
|
6.43K
$271K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.3K+ 55.16% |
$911K - $945K
|
62.8K
$2.65M
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-125- 1.45% |
$5.1K - $5.29K
|
8.48K
$358K
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-22.6K- 42.23% |
$923K - $957K
|
30.9K
$1.3M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-17.2K- 2.61% |
$700K - $726K
|
640K
$27M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.55KNew |
$267K - $277K
|
6.55K
$276K
|