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 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$99.9K - $103K
|
2.45K
$103K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-184- 3.61% |
$7.51K - $7.72K
|
4.92K
$206K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-241- 0.24% |
$9.83K - $10.1K
|
98.4K
$4.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.48KNew |
$264K - $272K
|
6.48K
$272K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 0.39% |
$3.3K - $3.4K
|
21.1K
$884K
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
27K+ 96.43% |
$1.1M - $1.13M
|
55K
$2.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
668+ 12.12% |
$27.2K - $28K
|
6.18K
$259K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.22KClosed |
$90.6K - $93.3K
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.51KNew |
$270K - $277K
|
6.51K
$273K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21KNew |
$50.1K - $51.3K
|
1.21K
$50.5K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-499- 4.75% |
$20.7K - $21.3K
|
10K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-131K- 46.62% |
$5.44M - $5.58M
|
150K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.73KNew |
$238K - $244K
|
5.73K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.87K+ 33.82% |
$119K - $122K
|
11.4K
$476K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.51K+ 7.84% |
$187K - $192K
|
62K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.57K- 12.8% |
$65.3K - $66.9K
|
10.7K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
748New |
$31.1K - $31.9K
|
748
$31.3K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$374 - $383
|
9
$377
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.16KNew |
$256K - $262K
|
6.16K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.35K+ 154.51% |
$388K - $398K
|
15.4K
$645K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 57.14% |
$8.31K - $8.52K
|
150
$6.29K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
732+ 101.1% |
$30.4K - $31.2K
|
1.46K
$61K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3K+ 3.32% |
$125K - $128K
|
93.2K
$3.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
16New |
$665 - $682
|
16
$671
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-117- 0.85% |
$4.86K - $4.98K
|
13.6K
$572K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
26.4K+ 11.15% |
$1.1M - $1.13M
|
264K
$11M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
573New |
$23.8K - $24.4K
|
573
$24K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$113K - $121K
|
2.85K
$119K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 3.95% |
$132K - $142K
|
87.6K
$3.67M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 38.59% |
$372K - $400K
|
15K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
33.2KNew |
$1.31M - $1.41M
|
33.2K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.95K - $4.25K
|
100
$4.19K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-726- 0.7% |
$28.7K - $30.9K
|
104K
$4.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.22K+ 30.61% |
$206K - $222K
|
22.3K
$934K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$1.29M - $1.39M
|
32.6K
$1.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.15K- 38.57% |
$124K - $134K
|
5.01K
$210K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.93KNew |
$195K - $210K
|
4.93K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.4K- 12.56% |
$963K - $1.04M
|
170K
$7.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.84KNew |
$191K - $206K
|
4.84K
$203K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-49.8KClosed |
$2.01M - $2.09M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$270K - $282K
|
6.7K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28.5KNew |
$1.15M - $1.2M
|
28.5K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58KNew |
$104K - $109K
|
2.58K
$108K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
230K+ 77.04% |
$9.28M - $9.68M
|
529K
$22.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.15K+ 9.36% |
$288K - $301K
|
83.5K
$3.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-87.6K- 64.84% |
$3.53M - $3.69M
|
47.5K
$1.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-120- 0.53% |
$4.84K - $5.05K
|
22.6K
$947K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
606New |
$24.4K - $25.5K
|
606
$25.4K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
146K+ 11.1% |
$6.08M - $6.29M
|
1.46M
$61.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.02KNew |
$375K - $387K
|
9.02K
$378K
|
|