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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
26New |
$1.06K - $1.1K
|
26
$1.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
23+ 1.32% |
$938 - $973
|
1.77K
$74.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.07% |
$612 - $635
|
22.1K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
13+ 0.77% |
$530 - $550
|
1.71K
$72.1K
|
|
|
Apr 08, 2025
Q1 2025
|
Shearwater Capital LLC
|
BUY
|
- |
9+ 0.03% |
$367 - $381
|
34.4K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 0.63% |
$163 - $169
|
635
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
0- 100.0% |
$0 - $0
|
30.5K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-5- 0.08% |
$204 - $212
|
6.34K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-21- 4.48% |
$857 - $889
|
448
$18.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
SELL
|
- |
-32- 0.54% |
$1.31K - $1.35K
|
5.85K
$247K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-54- 0.19% |
$2.2K - $2.29K
|
28.7K
$1.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-60- 1.19% |
$2.45K - $2.54K
|
4.97K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-89- 95.7% |
$3.63K - $3.77K
|
4
$169
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-100- 0.29% |
$4.08K - $4.23K
|
34.7K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-121- 1.99% |
$4.94K - $5.12K
|
5.96K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-124- 2.45% |
$5.06K - $5.25K
|
4.94K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-125- 1.45% |
$5.1K - $5.29K
|
8.48K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-191- 1.34% |
$7.79K - $8.08K
|
14K
$591K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-212- 1.59% |
$8.65K - $8.97K
|
13.2K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-239- 2.88% |
$9.75K - $10.1K
|
8.06K
$340K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-275- 2.49% |
$11.2K - $11.6K
|
10.8K
$454K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-278- 32.59% |
$11.3K - $11.8K
|
575
$24.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-315- 3.65% |
$12.8K - $13.3K
|
8.31K
$350K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-424- 2.35% |
$17.3K - $17.9K
|
17.6K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-473- 1.33% |
$19.3K - $20K
|
35K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-593- 5.51% |
$24.2K - $25.1K
|
10.2K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-597- 8.5% |
$24.4K - $25.3K
|
6.43K
$271K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-615- 1.9% |
$25.1K - $26K
|
31.7K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-651- 0.53% |
$26.6K - $27.6K
|
123K
$5.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-652- 0.07% |
$26.6K - $27.6K
|
913K
$38.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-730- 10.75% |
$29.8K - $30.9K
|
6.06K
$255K
|
|
|
Apr 16, 2025
Q1 2025
|
David Wealth Management LLC
Fairfax, VA |
SELL
|
- |
-743- 0.48% |
$30.3K - $31.4K
|
155K
$6.53M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-752- 1.72% |
$30.7K - $31.8K
|
42.9K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-796- 0.81% |
$32.5K - $33.7K
|
97.1K
$4.09M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-905- 50.0% |
$36.9K - $38.3K
|
905
$38.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-931- 0.49% |
$38K - $39.4K
|
190K
$8M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-970- 2.6% |
$39.6K - $41.1K
|
36.4K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Citrine Capital LLC
San Francisco, CA |
SELL
|
- |
-974- 0.72% |
$39.7K - $41.2K
|
134K
$5.66M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.33K- 4.7% |
$54.3K - $56.3K
|
27K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.4K- 4.39% |
$57.2K - $59.3K
|
30.5K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
SELL
|
- |
-1.41K- 9.92% |
$57.4K - $59.6K
|
12.8K
$539K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.45K- 1.47% |
$59.1K - $61.3K
|
96.9K
$4.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.51K- 29.53% |
$61.7K - $64K
|
3.61K
$152K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.79K- 14.94% |
$72.9K - $75.6K
|
10.2K
$429K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-1.85K- 2.97% |
$75.5K - $78.3K
|
60.5K
$2.55M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.89K- 57.35% |
$77.1K - $79.9K
|
1.41K
$59.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.99K- 1.22% |
$81.3K - $84.3K
|
161K
$6.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2K- 4.81% |
$81.7K - $84.8K
|
39.7K
$1.67M
|