Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Core Fxd In (DFCF)

DFCF Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 03, 2023 Q1 2023
Shearwater Capital LLC

BUY
 -
5.22K
+ 36.15%
$215K - $226K
19.7K $813K
Apr 27, 2023 Q1 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
5.16K
New
$213K - $223K
5.16K $213K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
4.41K
New
$182K - $191K
4.41K $182K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
4.26K
+ 15.37%
$176K - $184K
32K $1.32M
Apr 18, 2023 Q1 2023
Beacon Financial Advisory LLC

BUY
 -
3.72K
+ 44.52%
$153K - $161K
12.1K $499K
May 15, 2023 Q1 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
3.59K
+ 66.63%
$148K - $155K
8.98K $371K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
3.26K
New
$134K - $141K
3.26K $135K
May 05, 2023 Q1 2023
Modera Wealth Management, LLC

BUY
 -
3.24K
+ 23.1%
$134K - $140K
17.3K $714K
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
3.14K
+ 2.07%
$130K - $136K
155K $6.39M
Apr 20, 2023 Q1 2023
Lvz, Inc.

BUY
 -
3.11K
+ 11.41%
$128K - $135K
30.4K $1.26M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.57K
+ 12.03%
$106K - $111K
23.9K $988K
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.53K
+ 0.47%
$104K - $109K
537K $22.2M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.09K
New
$86.2K - $90.4K
2.09K $86.4K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
2.09K
New
$86.2K - $90.4K
2.09K $86.4K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
2.07K
+ 9.35%
$85.4K - $89.6K
24.2K $1M
Apr 13, 2023 Q1 2023
Spinnaker Investment Group, LLC

BUY
 -
2.06K
+ 0.55%
$84.8K - $88.9K
377K $15.6M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.89K
+ 19.82%
$78.1K - $82K
11.5K $473K
Aug 11, 2023 Q1 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
1.85K
+ 2.05%
$76.2K - $80K
92K $3.8M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.68K
+ 168.0%
$69.3K - $72.7K
2.68K $111K
Apr 17, 2023 Q1 2023
Annapolis Financial Services, LLC

BUY
 -
1.58K
+ 25.65%
$65.4K - $68.5K
7.76K $321K
May 03, 2023 Q1 2023
Andrews, Lucia Wealth Management LLC

BUY
 -
1.57K
+ 28.22%
$64.8K - $67.9K
7.13K $295K
Apr 26, 2023 Q1 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.55K
+ 0.43%
$63.7K - $66.9K
360K $14.9M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
1.55K
+ 4.37%
$63.7K - $66.9K
36.9K $1.53M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.54K
+ 1.35%
$63.7K - $66.8K
116K $4.81M
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
1.47K
+ 23.12%
$60.8K - $63.7K
7.84K $324K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.44K
+ 9.31%
$59.6K - $62.5K
17K $701K
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
1.4K
+ 1.97%
$57.6K - $60.4K
72.4K $2.99M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
1.37K
New
$56.6K - $59.4K
1.37K $56.7K
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.21K
+ 5.77%
$49.8K - $52.2K
22.1K $913K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
1.04K
+ 5.39%
$42.9K - $45K
20.3K $840K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
977
New
$40.3K - $42.3K
977 $40.4K
May 09, 2023 Q1 2023
Orion Capital Management LLC

BUY
 -
883
+ 12.03%
$36.4K - $38.2K
8.22K $340K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
706
+ 12.8%
$29.1K - $30.5K
6.22K $257K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
595
+ 84.04%
$24.5K - $25.7K
1.3K $53.9K
May 10, 2023 Q1 2023
Morris Financial Concepts, Inc.

BUY
 -
430
+ 1.01%
$17.7K - $18.6K
43K $1.78M
May 15, 2023 Q1 2023
Lee Financial CO

Dallas, TX
BUY
 -
283
+ 46.93%
$11.7K - $12.2K
886 $36.6K
Apr 14, 2023 Q1 2023
Five Oceans Advisors

BUY
 -
254
+ 1.24%
$10.5K - $11K
20.8K $860K
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
244
New
$10.1K - $10.6K
244 $10.1K
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
200
+ 33.33%
$8.25K - $8.65K
800 $33.1K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
196
+ 2.84%
$8.09K - $8.48K
7.09K $293K
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
170
+ 0.35%
$7.01K - $7.36K
48.6K $2.01M
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
113
New
$4.66K - $4.89K
113 $4.67K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
90
+ 0.21%
$3.71K - $3.89K
42.7K $1.77M
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
46
+ 0.46%
$1.9K - $1.99K
10.1K $416K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
33
New
$1.36K - $1.43K
33 $1.36K
Apr 14, 2023 Q1 2023
Onyx Financial Advisors, LLC

Idaho Falls, ID
BUY
 -
10
+ 0.05%
$413 - $433
18.7K $774K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
0
New
$0 - $0
0 $0
Apr 26, 2023 Q1 2023
Concord Wealth Partners

SELL
 -
-2
- 66.67%
$82.5 - $86.5
1 $41.3
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-8
- 1.04%
$330 - $346
762 $31.5K

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