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 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-26.9K- 56.18% |
$1.1M - $1.14M
|
21K
$885K
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-27K- 49.09% |
$1.1M - $1.14M
|
28K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-27.1K- 10.5% |
$1.11M - $1.15M
|
231K
$9.75M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-31K- 15.07% |
$1.27M - $1.31M
|
175K
$7.37M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-40K- 8.86% |
$1.63M - $1.69M
|
411K
$17.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-51.2K- 3.69% |
$2.09M - $2.17M
|
1.34M
$56.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-52.6K- 2.12% |
$2.15M - $2.23M
|
2.43M
$102M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58.3K- 68.91% |
$2.38M - $2.47M
|
26.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-60.5K- 68.27% |
$2.47M - $2.56M
|
28.1K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-66.5K- 5.66% |
$2.71M - $2.81M
|
1.11M
$46.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
SELL
|
- |
-69.3K- 91.68% |
$2.83M - $2.93M
|
6.29K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-72.7K- 9.47% |
$2.97M - $3.08M
|
695K
$29.3M
|
|
|
Apr 29, 2025
Q1 2025
|
New Capital Management LP
|
SELL
|
- |
-97.3K- 40.35% |
$3.97M - $4.12M
|
144K
$6.06M
|
|
|
May 15, 2025
Q1 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-99K- 46.98% |
$4.04M - $4.19M
|
112K
$4.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-107K- 61.28% |
$4.37M - $4.53M
|
67.7K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-116K- 99.85% |
$4.74M - $4.92M
|
180
$7.59K
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-119K- 84.19% |
$4.85M - $5.03M
|
22.3K
$941K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-167K- 13.29% |
$6.81M - $7.07M
|
1.09M
$46M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-262K- 73.4% |
$10.7M - $11.1M
|
94.8K
$3.99M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-279K- 16.07% |
$11.4M - $11.8M
|
1.45M
$61.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-606K- 84.71% |
$24.7M - $25.6M
|
109K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-770K- 70.9% |
$31.4M - $32.6M
|
316K
$13.3M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.93M- 99.55% |
$78.9M - $81.9M
|
8.77K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-11.3M- 98.11% |
$463M - $480M
|
218K
$9.19M
|