Latest Institutional Purchases of Dimensional ETF Tr Core Fxd In (DFCF)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Core Fxd In (DFCF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
216+ 1.68% |
$8.93K - $9.41K
|
13.1K
$533K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
205New |
$8.47K - $8.93K
|
205
$8.37K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
136+ 0.39% |
$5.62K - $5.92K
|
35.1K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
118+ 1.89% |
$4.88K - $5.14K
|
6.37K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
113+ 1.03% |
$4.67K - $4.92K
|
11.1K
$455K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
112New |
$4.63K - $4.88K
|
112
$4.58K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
106+ 0.26% |
$4.38K - $4.62K
|
40.4K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
95+ 0.37% |
$3.93K - $4.14K
|
26.1K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
91+ 0.36% |
$3.76K - $3.96K
|
25.7K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
58+ 0.4% |
$2.4K - $2.53K
|
14.7K
$600K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
51+ 0.67% |
$2.11K - $2.22K
|
7.69K
$314K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
51+ 1.62% |
$2.11K - $2.22K
|
3.2K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
46+ 5.51% |
$1.9K - $2K
|
881
$36K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 0.98% |
$827 - $871
|
2.07K
$84.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.01% |
$41.3 - $43.6
|
8.27K
$338K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
123K+ 10.05% |
$5.03M - $5.17M
|
1.35M
$55.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
35K+ 11.39% |
$1.43M - $1.47M
|
342K
$14M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
27K+ 96.43% |
$1.1M - $1.13M
|
55K
$2.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
18.6KNew |
$758K - $780K
|
18.6K
$759K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12.9K+ 15.13% |
$527K - $542K
|
98.3K
$4.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
8.31KNew |
$339K - $349K
|
8.31K
$340K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.98KNew |
$285K - $293K
|
6.98K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.48KNew |
$264K - $272K
|
6.48K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Planning Center, Inc.
|
BUY
|
- |
6.2KNew |
$253K - $260K
|
6.2K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$99.9K - $103K
|
2.45K
$100K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.37K+ 19.0% |
$96.8K - $99.6K
|
14.9K
$607K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.62KNew |
$66.2K - $68.1K
|
1.62K
$66.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
717New |
$29.2K - $30.1K
|
717
$29.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
668+ 12.12% |
$27.2K - $28K
|
6.18K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
286New |
$11.7K - $12K
|
286
$11.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 4.18% |
$9.3K - $9.57K
|
5.68K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 0.39% |
$3.3K - $3.4K
|
21.1K
$862K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77New |
$3.14K - $3.23K
|
77
$3.15K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$897 - $923
|
22
$899
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
26.4K+ 11.15% |
$1.1M - $1.13M
|
264K
$10.8M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.35K+ 154.51% |
$388K - $398K
|
15.4K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.51KNew |
$270K - $277K
|
6.51K
$266K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.16KNew |
$256K - $262K
|
6.16K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.73KNew |
$238K - $244K
|
5.73K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.51K+ 7.84% |
$187K - $192K
|
62K
$2.53M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3K+ 3.32% |
$125K - $128K
|
93.2K
$3.81M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.87K+ 33.82% |
$119K - $122K
|
11.4K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21KNew |
$50.1K - $51.3K
|
1.21K
$49.2K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
826+ 17.72% |
$34.3K - $35.2K
|
5.49K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
748New |
$31.1K - $31.9K
|
748
$30.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
732+ 101.1% |
$30.4K - $31.2K
|
1.46K
$59.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
573New |
$23.8K - $24.4K
|
573
$23.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
16New |
$665 - $682
|
16
$654
|
|