Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.64KNew |
$155K - $168K
|
3.64K
$150K
|
|
|
Jul 18, 2022
Q2 2022
|
Shearwater Capital LLC
|
BUY
|
- |
2.69K+ 33.0% |
$114K - $124K
|
10.8K
$447K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1.9K+ 0.65% |
$80.5K - $87.6K
|
295K
$12.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
BUY
|
- |
880New |
$37.4K - $40.7K
|
880
$36.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
732New |
$31.1K - $33.8K
|
732
$30.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
690+ 12.34% |
$29.3K - $31.9K
|
6.28K
$259K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
276New |
$11.7K - $12.8K
|
276
$11.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 0.83% |
$5.18K - $5.64K
|
14.9K
$613K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
5New |
$212 - $231
|
5
$206
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-61Closed |
$2.59K - $2.82K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-71Closed |
$3.02K - $3.28K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.11K- 2.32% |
$47.2K - $51.3K
|
46.7K
$1.93M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.64KClosed |
$155K - $168K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-4.5K- 2.8% |
$191K - $208K
|
156K
$6.44M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.14KClosed |
$218K - $238K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-9.25K- 3.9% |
$393K - $428K
|
228K
$9.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-10.7K- 10.53% |
$453K - $493K
|
90.5K
$3.74M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-11.5K- 8.53% |
$488K - $531K
|
123K
$5.08M
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-48.2K- 11.32% |
$2.05M - $2.23M
|
378K
$15.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-149K- 47.03% |
$6.34M - $6.9M
|
168K
$6.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-165KClosed |
$7M - $7.62M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-173KClosed |
$7.37M - $8.01M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-414KClosed |
$17.6M - $19.2M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-855K- 93.44% |
$36.3M - $39.5M
|
60K
$2.48M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.45M- 98.78% |
$61.5M - $66.9M
|
17.9K
$739K
|