Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2025. 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 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
131K+ 6.86% |
$5.34M - $5.54M
|
2.04M
$85.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
118K+ 22.15% |
$4.82M - $5M
|
652K
$27.4M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
BUY
|
- |
39.4K+ 17.22% |
$1.61M - $1.67M
|
268K
$11.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
36.2K+ 6.7% |
$1.48M - $1.53M
|
576K
$24.2M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
35.6K+ 15.11% |
$1.45M - $1.5M
|
271K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
BUY
|
- |
33K+ 9.62% |
$1.35M - $1.4M
|
376K
$15.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
30.1K+ 44.07% |
$1.23M - $1.27M
|
98.3K
$4.13M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
26.6K+ 12.23% |
$1.09M - $1.13M
|
244K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Divergent Planning, LLC
|
BUY
|
- |
24.3K+ 8.22% |
$992K - $1.03M
|
320K
$13.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.5K+ 14.17% |
$794K - $824K
|
157K
$6.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
9.96K+ 9.83% |
$406K - $422K
|
111K
$4.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.93KNew |
$201K - $208K
|
4.93K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
768+ 0.09% |
$31.3K - $32.5K
|
887K
$37.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
370+ 0.8% |
$15.1K - $15.7K
|
46.4K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 1.32% |
$938 - $973
|
1.77K
$74.2K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
9+ 0.03% |
$367 - $381
|
34.4K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-54- 0.19% |
$2.2K - $2.29K
|
28.7K
$1.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.12K- 10.42% |
$127K - $132K
|
26.8K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-16.4K- 7.68% |
$668K - $693K
|
197K
$8.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-18.5K- 61.39% |
$753K - $781K
|
11.6K
$488K
|