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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$374 - $383
|
9
$368
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
43KNew |
$1.7M - $1.83M
|
43K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
33.2KNew |
$1.31M - $1.41M
|
33.2K
$1.36M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$1.29M - $1.39M
|
32.6K
$1.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.22K+ 30.61% |
$206K - $222K
|
22.3K
$910K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.93KNew |
$195K - $210K
|
4.93K
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.84KNew |
$191K - $206K
|
4.84K
$198K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 3.95% |
$132K - $142K
|
87.6K
$3.58M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$113K - $121K
|
2.85K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
626New |
$24.7K - $26.6K
|
626
$25.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.95K - $4.25K
|
100
$4.09K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97New |
$3.83K - $4.13K
|
97
$3.96K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
230K+ 77.04% |
$9.28M - $9.68M
|
529K
$21.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28.5KNew |
$1.15M - $1.2M
|
28.5K
$1.17M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.15K+ 9.36% |
$288K - $301K
|
83.5K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$270K - $282K
|
6.7K
$274K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58KNew |
$104K - $109K
|
2.58K
$106K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.32KNew |
$93.3K - $97.3K
|
2.32K
$94.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
606New |
$24.4K - $25.5K
|
606
$24.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
374New |
$15.1K - $15.7K
|
374
$15.3K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
665KNew |
$27.6M - $28.5M
|
665K
$27.2M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
146K+ 11.1% |
$6.08M - $6.29M
|
1.46M
$59.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
82.9K+ 17.74% |
$3.44M - $3.56M
|
550K
$22.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.89K+ 18.8% |
$411K - $425K
|
62.5K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.02KNew |
$375K - $387K
|
9.02K
$369K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.95KNew |
$247K - $256K
|
5.95K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.91KNew |
$204K - $211K
|
4.91K
$201K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
593+ 1.79% |
$24.6K - $25.5K
|
33.7K
$1.38M
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
7.2KNew |
$297K - $312K
|
7.2K
$294K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.09KNew |
$86.2K - $90.4K
|
2.09K
$85.3K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 46.93% |
$11.7K - $12.2K
|
886
$36.2K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 74.73% |
$652K - $700K
|
38.3K
$1.56M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.48KNew |
$378K - $405K
|
9.48K
$387K
|
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
7.24KNew |
$288K - $309K
|
7.24K
$296K
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
6.27KNew |
$249K - $268K
|
6.27K
$256K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
6.18KNew |
$246K - $264K
|
6.18K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6KNew |
$239K - $257K
|
6K
$245K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.73KNew |
$68.9K - $74K
|
1.73K
$70.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
78New |
$3.11K - $3.33K
|
78
$3.19K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
23.7KNew |
$964K - $1.07M
|
23.7K
$969K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.76KNew |
$275K - $304K
|
6.76K
$276K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.59KNew |
$105K - $116K
|
2.59K
$106K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
5.46KNew |
$232K - $252K
|
5.46K
$223K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.89KNew |
$208K - $226K
|
4.89K
$200K
|
|