Purchases and Sales Made in Q2 2023 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 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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
67+ 1.11% |
$2.78K - $2.88K
|
6.13K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
63+ 0.63% |
$2.62K - $2.71K
|
10.1K
$420K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
35+ 0.09% |
$1.45K - $1.5K
|
39.1K
$1.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
15+ 0.08% |
$623 - $644
|
18.7K
$778K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.79% |
$249 - $258
|
768
$31.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.2% |
$41.6 - $42.9
|
503
$20.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-72- 0.3% |
$2.99K - $3.09K
|
24.1K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-382- 1.78% |
$15.9K - $16.4K
|
21K
$874K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-622- 7.43% |
$25.8K - $26.7K
|
7.75K
$322K
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-745- 4.5% |
$31K - $32K
|
15.8K
$657K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-832- 0.23% |
$34.6K - $35.7K
|
355K
$14.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.07K- 17.25% |
$44.6K - $46.1K
|
5.15K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.2K- 2.19% |
$49.9K - $51.6K
|
53.7K
$2.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Better Wealth, LLC
|
SELL
|
- |
-1.4K- 0.42% |
$58.3K - $60.2K
|
336K
$13.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.46K- 8.43% |
$60.5K - $62.5K
|
15.8K
$657K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.56K- 16.29% |
$64.6K - $66.8K
|
7.99K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.72K- 2.66% |
$71.6K - $74K
|
63.1K
$2.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.75K- 8.84% |
$72.6K - $75K
|
18K
$748K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.96K- 28.84% |
$81.4K - $84.1K
|
4.83K
$201K
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.24K- 14.04% |
$135K - $139K
|
19.9K
$825K
|
|
|
Aug 10, 2023
Q2 2023
|
Chico Wealth Ria
|
SELL
|
- |
-3.93K- 11.18% |
$163K - $169K
|
31.2K
$1.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-4.31K- 20.73% |
$179K - $185K
|
16.5K
$685K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.4K- 18.38% |
$183K - $189K
|
19.5K
$810K
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-5.2K- 23.76% |
$216K - $223K
|
16.7K
$693K
|
|
|
Oct 12, 2023
Q2 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-5.51K- 0.34% |
$229K - $237K
|
1.63M
$67.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.1K- 78.15% |
$295K - $305K
|
1.99K
$82.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.36K- 2.69% |
$306K - $316K
|
267K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-8.83K- 6.13% |
$367K - $379K
|
135K
$5.61M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-14K- 4.98% |
$582K - $601K
|
267K
$11.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-17K- 39.85% |
$707K - $730K
|
25.7K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-20.4K- 1.37% |
$847K - $875K
|
1.46M
$60.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-28.7K- 59.47% |
$1.19M - $1.23M
|
19.6K
$813K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-29.3K- 7.8% |
$1.22M - $1.26M
|
347K
$14.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34K- 6.32% |
$1.41M - $1.46M
|
503K
$20.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-45.8K- 27.96% |
$1.9M - $1.97M
|
118K
$4.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-57.4K- 5.41% |
$2.39M - $2.47M
|
1M
$41.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-57.9K- 62.74% |
$2.4M - $2.49M
|
34.4K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-72.1K- 99.63% |
$3M - $3.1M
|
265
$11K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-276K- 90.68% |
$11.5M - $11.8M
|
28.3K
$1.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.31M- 34.38% |
$138M - $142M
|
6.32M
$262M
|