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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2K- 4.81% |
$81.7K - $84.8K
|
39.7K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
13.2K+ 52.32% |
$538K - $558K
|
38.4K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
170+ 0.11% |
$6.93K - $7.19K
|
162K
$6.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
213K+ 17.64% |
$8.69M - $9.02M
|
1.42M
$59.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.84K+ 15.74% |
$198K - $205K
|
35.6K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
61K+ 11.9% |
$2.49M - $2.58M
|
573K
$24.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
17.6KNew |
$719K - $746K
|
17.6K
$743K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-27K- 49.09% |
$1.1M - $1.14M
|
28K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
44.1K+ 11.98% |
$1.8M - $1.87M
|
412K
$17.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.57K+ 10.23% |
$227K - $236K
|
60K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$42.7K - $44.3K
|
1.05K
$44.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
8.93K+ 4.58% |
$364K - $378K
|
204K
$8.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.51K- 29.53% |
$61.7K - $64K
|
3.61K
$152K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
8.45K+ 18.52% |
$345K - $358K
|
54.1K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.26K- 27.9% |
$255K - $265K
|
16.2K
$682K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.6K+ 2.0% |
$2.15M - $2.23M
|
2.69M
$113M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.04K+ 14.27% |
$83.3K - $86.5K
|
16.4K
$690K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-4.41K- 3.32% |
$180K - $186K
|
128K
$5.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-27.1K- 10.5% |
$1.11M - $1.15M
|
231K
$9.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
13.2K+ 9.32% |
$538K - $558K
|
155K
$6.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
10.8K+ 2.65% |
$439K - $456K
|
417K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.91K- 21.68% |
$119K - $123K
|
10.5K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-3.31K- 16.26% |
$135K - $140K
|
17.1K
$719K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-905- 50.0% |
$36.9K - $38.3K
|
905
$38.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
14.5K+ 11.58% |
$591K - $613K
|
139K
$5.88M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
174K+ 16.4% |
$7.09M - $7.35M
|
1.23M
$52M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
19.4K+ 2.55% |
$792K - $822K
|
781K
$32.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Master'S Wealth Management Inc.
Lancaster, PA |
BUY
|
- |
8.43K+ 2.81% |
$344K - $357K
|
309K
$13M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
17.8KNew |
$727K - $754K
|
17.8K
$751K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-18.7K- 11.69% |
$764K - $792K
|
141K
$5.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
30.2KNew |
$1.23M - $1.28M
|
30.2K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
903+ 10.42% |
$36.8K - $38.2K
|
9.57K
$403K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-66.5K- 5.66% |
$2.71M - $2.81M
|
1.11M
$46.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 6.49% |
$830K - $861K
|
334K
$14.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
708K+ 50.34% |
$28.9M - $30M
|
2.11M
$89.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
1.02K+ 2.92% |
$41.7K - $43.3K
|
36K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.11K+ 39.85% |
$127K - $131K
|
10.9K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
41.6K+ 13.74% |
$1.7M - $1.76M
|
344K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.63K- 2.8% |
$230K - $238K
|
195K
$8.22M
|
|
|
Apr 22, 2025
Q1 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
3.7K+ 5.21% |
$151K - $157K
|
74.8K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
9.73K+ 187.64% |
$397K - $412K
|
14.9K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
232+ 1.14% |
$9.46K - $9.82K
|
20.6K
$866K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-5- 0.08% |
$204 - $212
|
6.34K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13.5KNew |
$552K - $572K
|
13.5K
$570K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
9.02K+ 9.18% |
$368K - $382K
|
107K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
13.4K+ 13.84% |
$545K - $566K
|
110K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
901+ 0.6% |
$36.8K - $38.1K
|
150K
$6.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.99K- 1.22% |
$81.3K - $84.3K
|
161K
$6.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
920+ 2.47% |
$37.5K - $38.9K
|
38.2K
$1.61M
|