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 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.96K+ 32.54% |
$287K - $302K
|
28.3K
$1.19M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90.1K+ 6.95% |
$3.71M - $3.91M
|
1.39M
$58.3M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 10.1% |
$81.1K - $85.3K
|
21.5K
$901K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16- 0.2% |
$659 - $693
|
8.05K
$338K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$741 - $780
|
20.3K
$854K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.91KNew |
$243K - $256K
|
5.91K
$248K
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
573+ 4.42% |
$23.6K - $24.8K
|
13.5K
$569K
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
50.8KNew |
$2.09M - $2.2M
|
50.8K
$2.13M
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
156KNew |
$6.41M - $6.75M
|
156K
$6.54M
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 6.24% |
$53.4K - $56.3K
|
19.5K
$820K
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$1.7M
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
47.8K+ 9.17% |
$1.97M - $2.07M
|
569K
$23.9M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
117K+ 17.0% |
$4.8M - $5.06M
|
803K
$33.7M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.08K- 6.89% |
$127K - $134K
|
41.7K
$1.75M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.22K+ 15.88% |
$174K - $183K
|
30.8K
$1.29M
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213K+ 25.1% |
$8.75M - $9.21M
|
1.06M
$44.5M
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.3K+ 28.42% |
$837K - $881K
|
91.9K
$3.86M
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$209K - $220K
|
5.07K
$213K
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
91.3K+ 141.31% |
$3.76M - $3.96M
|
156K
$6.55M
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.19KNew |
$214K - $225K
|
5.19K
$218K
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
132KNew |
$5.44M - $5.73M
|
132K
$5.55M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
12K
$502K
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
399KNew |
$16.4M - $17.3M
|
399K
$16.7M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
402K+ 43.01% |
$16.5M - $17.4M
|
1.34M
$56.1M
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
34.8K+ 6.85% |
$1.43M - $1.51M
|
543K
$22.8M
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0+ 0.0% |
$0 - $0
|
3.44B
$144B
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
162KNew |
$6.65M - $7M
|
162K
$6.78M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.6K+ 15.64% |
$724K - $762K
|
130K
$5.46M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 13.42% |
$693K - $729K
|
142K
$5.97M
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
384K+ 45.7% |
$15.8M - $16.7M
|
1.22M
$51.4M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.42K+ 19.7% |
$305K - $321K
|
45.1K
$1.89M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
208+ 1.58% |
$8.56K - $9.01K
|
13.4K
$563K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
796+ 6.19% |
$32.8K - $34.5K
|
13.7K
$574K
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$5.56M - $5.86M
|
135K
$5.68M
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 55.3% |
$563K - $593K
|
11.1K
$464K
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
113K+ 25.68% |
$4.65M - $4.89M
|
552K
$23.2M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.54K- 46.65% |
$187K - $197K
|
5.19K
$218K
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
132K+ 27.39% |
$5.43M - $5.72M
|
613K
$25.8M
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
176+ 1.41% |
$7.25K - $7.63K
|
12.7K
$533K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.9K+ 8.83% |
$1.23M - $1.29M
|
368K
$15.4M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.29K+ 0.68% |
$52.9K - $55.7K
|
191K
$8.01M
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
405K+ 890.97% |
$16.7M - $17.6M
|
451K
$18.9M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.12K+ 45.36% |
$170K - $179K
|
13.2K
$554K
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
48.3K+ 6.77% |
$1.99M - $2.09M
|
761K
$32M
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
29.7KNew |
$1.22M - $1.29M
|
29.7K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
98.2KNew |
$4.04M - $4.25M
|
98.2K
$4.12M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.07K+ 1.28% |
$85.3K - $89.8K
|
163K
$6.86M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
4.95K+ 4.58% |
$204K - $215K
|
113K
$4.75M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 6.56% |
$136K - $143K
|
53.6K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52.9K+ 285.12% |
$2.18M - $2.29M
|
71.5K
$3M
|