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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
6.98KNew |
$285K - $293K
|
6.98K
$291K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.48KNew |
$264K - $272K
|
6.48K
$271K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.45KNew |
$99.9K - $103K
|
2.45K
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
717New |
$29.2K - $30.1K
|
717
$29.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
668+ 12.12% |
$27.2K - $28K
|
6.18K
$258K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
228+ 4.18% |
$9.3K - $9.57K
|
5.68K
$237K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
81+ 0.39% |
$3.3K - $3.4K
|
21.1K
$881K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
77New |
$3.14K - $3.23K
|
77
$3.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$897 - $923
|
22
$919
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
26.4K+ 11.15% |
$1.1M - $1.13M
|
264K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
9.35K+ 154.51% |
$388K - $398K
|
15.4K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
6.51KNew |
$270K - $277K
|
6.51K
$272K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
6.16KNew |
$256K - $262K
|
6.16K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
5.73KNew |
$238K - $244K
|
5.73K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.51K+ 7.84% |
$187K - $192K
|
62K
$2.59M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3K+ 3.32% |
$125K - $128K
|
93.2K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.87K+ 33.82% |
$119K - $122K
|
11.4K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.21KNew |
$50.1K - $51.3K
|
1.21K
$50.3K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
748New |
$31.1K - $31.9K
|
748
$31.2K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
732+ 101.1% |
$30.4K - $31.2K
|
1.46K
$60.8K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
573New |
$23.8K - $24.4K
|
573
$23.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
16New |
$665 - $682
|
16
$668
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$374 - $383
|
9
$376
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
33.2KNew |
$1.31M - $1.41M
|
33.2K
$1.39M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
32.6KNew |
$1.29M - $1.39M
|
32.6K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.22K+ 30.61% |
$206K - $222K
|
22.3K
$930K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.93KNew |
$195K - $210K
|
4.93K
$206K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.84KNew |
$191K - $206K
|
4.84K
$202K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 3.95% |
$132K - $142K
|
87.6K
$3.66M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$113K - $121K
|
2.85K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.95K - $4.25K
|
100
$4.18K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
230K+ 77.04% |
$9.28M - $9.68M
|
529K
$22.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
28.5KNew |
$1.15M - $1.2M
|
28.5K
$1.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.15K+ 9.36% |
$288K - $301K
|
83.5K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.7KNew |
$270K - $282K
|
6.7K
$280K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.58KNew |
$104K - $109K
|
2.58K
$108K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
606New |
$24.4K - $25.5K
|
606
$25.3K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
665KNew |
$27.6M - $28.5M
|
665K
$27.8M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
146K+ 11.1% |
$6.08M - $6.29M
|
1.46M
$61.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
82.9K+ 17.74% |
$3.44M - $3.56M
|
550K
$23M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.89K+ 18.8% |
$411K - $425K
|
62.5K
$2.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.02KNew |
$375K - $387K
|
9.02K
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.95KNew |
$247K - $256K
|
5.95K
$249K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.91KNew |
$204K - $211K
|
4.91K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
593+ 1.79% |
$24.6K - $25.5K
|
33.7K
$1.41M
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Matisse Capital
|
BUY
|
- |
7.2KNew |
$297K - $312K
|
7.2K
$301K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.09KNew |
$86.2K - $90.4K
|
2.09K
$87.2K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
283+ 46.93% |
$11.7K - $12.2K
|
886
$37K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
9.48KNew |
$378K - $405K
|
9.48K
$396K
|
|