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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-124- 2.45% |
$5.06K - $5.25K
|
4.94K
$211K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.27K- 53.07% |
$133K - $138K
|
2.89K
$124K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.85K- 2.97% |
$75.5K - $78.3K
|
60.5K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.93M- 99.55% |
$78.9M - $81.9M
|
8.77K
$376K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$1.06K - $1.1K
|
26
$1.11K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-1.41K- 9.92% |
$57.4K - $59.6K
|
12.8K
$548K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
SELL
|
- |
-5.34K- 98.43% |
$218K - $226K
|
85
$3.64K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
5.29K+ 81.39% |
$216K - $224K
|
11.8K
$505K
|
|
|
May 02, 2025
Q1 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
325+ 2.24% |
$13.3K - $13.8K
|
14.8K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
449New |
$18.3K - $19K
|
449
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Planning LLC
|
BUY
|
- |
40.9KNew |
$1.67M - $1.73M
|
40.9K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.51K- 29.53% |
$61.7K - $64K
|
3.61K
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.05KNew |
$42.7K - $44.3K
|
1.05K
$44.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-3.31K- 16.26% |
$135K - $140K
|
17.1K
$730K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
17.8KNew |
$727K - $754K
|
17.8K
$763K
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13.5KNew |
$552K - $572K
|
13.5K
$579K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-32- 0.54% |
$1.31K - $1.35K
|
5.85K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.18M+ 73.34% |
$48.2M - $50M
|
2.79M
$120M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-730- 10.75% |
$29.8K - $30.9K
|
6.06K
$260K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 1.32% |
$938 - $973
|
1.77K
$75.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.5K- 61.39% |
$753K - $781K
|
11.6K
$497K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.2K+ 21.68% |
$502K - $528K
|
68.4K
$2.93M
|
|
|
Jul 08, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-11.3K- 61.05% |
$465K - $490K
|
7.21K
$309K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.34K+ 152.33% |
$55.3K - $58.2K
|
2.22K
$95.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59New |
$2.43K - $2.56K
|
59
$2.53K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
450New |
$18.5K - $19.5K
|
450
$19.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.8K+ 45.05% |
$2.38M - $2.51M
|
186K
$7.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.79K- 3.75% |
$321K - $338K
|
200K
$8.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-135- 4.32% |
$5.56K - $5.85K
|
2.99K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11New |
$453 - $477
|
11
$471
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.39KNew |
$98.4K - $104K
|
2.39K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
60New |
$2.47K - $2.6K
|
60
$2.57K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
7.53KNew |
$310K - $326K
|
7.53K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
10.8KNew |
$446K - $470K
|
10.8K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122+ 125.77% |
$5.02K - $5.29K
|
219
$9.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564New |
$23.2K - $24.4K
|
564
$24.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.94KNew |
$79.7K - $83.9K
|
1.94K
$83K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
54+ 0.77% |
$2.22K - $2.34K
|
7.09K
$304K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
92New |
$3.79K - $3.99K
|
92
$3.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.41KNew |
$305K - $321K
|
7.41K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.38K+ 25.21% |
$56.9K - $59.9K
|
6.87K
$294K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.85K+ 14.13% |
$76K - $80K
|
14.9K
$638K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.91KNew |
$243K - $256K
|
5.91K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.54K- 46.65% |
$187K - $197K
|
5.19K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.12K+ 45.36% |
$170K - $179K
|
13.2K
$565K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-31K- 82.29% |
$1.28M - $1.34M
|
6.67K
$285K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9K+ 89.95% |
$902K - $949K
|
46.3K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.5K+ 5.82% |
$103K - $108K
|
45.5K
$1.95M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.48KNew |
$61.3K - $64.6K
|
1.48K
$63.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.3KNew |
$1.21M - $1.28M
|
29.3K
$1.26M
|
|