Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.44K- 31.3% |
$59.5K - $62.7K
|
3.16K
$130K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.2K- 7.84% |
$49.8K - $52.4K
|
14.2K
$584K
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.12K- 14.85% |
$46.3K - $48.7K
|
6.42K
$265K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.06K- 6.51% |
$43.7K - $46.1K
|
15.2K
$627K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-996- 1.94% |
$41.2K - $43.4K
|
50.3K
$2.07M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-686- 4.09% |
$28.4K - $29.9K
|
16.1K
$663K
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-672- 9.64% |
$27.8K - $29.3K
|
6.3K
$260K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-657- 2.31% |
$27.2K - $28.6K
|
27.8K
$1.15M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-578- 19.67% |
$23.9K - $25.2K
|
2.36K
$97.4K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-544- 4.35% |
$22.5K - $23.7K
|
12K
$494K
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-455- 1.24% |
$18.8K - $19.8K
|
36.2K
$1.49M
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-402- 3.11% |
$16.6K - $17.5K
|
12.5K
$516K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-399- 2.94% |
$16.5K - $17.4K
|
13.2K
$545K
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-354- 1.07% |
$14.6K - $15.4K
|
32.7K
$1.35M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-318- 0.86% |
$13.1K - $13.8K
|
36.8K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-264- 7.78% |
$10.9K - $11.5K
|
3.13K
$129K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-214- 1.14% |
$8.85K - $9.32K
|
18.6K
$766K
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-201- 0.94% |
$8.31K - $8.75K
|
21.2K
$874K
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-195- 1.84% |
$8.06K - $8.49K
|
10.4K
$429K
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-174- 0.49% |
$7.19K - $7.58K
|
35.6K
$1.47M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-147- 13.44% |
$6.08K - $6.4K
|
947
$39.1K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-128- 3.26% |
$5.29K - $5.57K
|
3.8K
$157K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-128- 15.13% |
$5.29K - $5.57K
|
718
$29.6K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-87- 0.11% |
$3.6K - $3.79K
|
77.5K
$3.2M
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-78- 0.17% |
$3.22K - $3.4K
|
44.7K
$1.85M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-36- 0.71% |
$1.49K - $1.57K
|
5.07K
$209K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-29- 0.06% |
$1.2K - $1.26K
|
49K
$2.02M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-19- 0.19% |
$785 - $827
|
10K
$413K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-30.8K- 18.65% |
$1.26M - $1.29M
|
134K
$5.55M
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-12K- 68.93% |
$490K - $504K
|
5.41K
$223K
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-2.22KClosed |
$90.6K - $93.3K
|
0
$0
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-241- 0.24% |
$9.83K - $10.1K
|
98.4K
$4.06M
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-184- 3.61% |
$7.51K - $7.72K
|
4.92K
$203K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-46- 0.59% |
$1.88K - $1.93K
|
7.7K
$318K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-131K- 46.62% |
$5.44M - $5.58M
|
150K
$6.19M
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.57K- 12.8% |
$65.3K - $66.9K
|
10.7K
$442K
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-499- 4.75% |
$20.7K - $21.3K
|
10K
$413K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 57.14% |
$8.31K - $8.52K
|
150
$6.19K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-117- 0.85% |
$4.86K - $4.98K
|
13.6K
$563K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-24.4K- 12.56% |
$963K - $1.04M
|
170K
$7M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 38.59% |
$372K - $400K
|
15K
$618K
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.15K- 38.57% |
$124K - $134K
|
5.01K
$207K
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-726- 0.7% |
$28.7K - $30.9K
|
104K
$4.27M
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-87.6K- 64.84% |
$3.53M - $3.69M
|
47.5K
$1.96M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-49.8KClosed |
$2.01M - $2.09M
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-120- 0.53% |
$4.84K - $5.05K
|
22.6K
$932K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-72.1K- 99.63% |
$3M - $3.1M
|
265
$10.9K
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
SELL
|
- |
-3.93K- 11.18% |
$163K - $169K
|
31.2K
$1.29M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 17.25% |
$44.6K - $46.1K
|
5.15K
$212K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-622- 7.43% |
$25.8K - $26.7K
|
7.75K
$320K
|