Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
506KNew |
$20.8M - $21.9M
|
506K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
437KNew |
$18M - $18.9M
|
437K
$18.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
405K+ 890.97% |
$16.7M - $17.6M
|
451K
$18.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
402K+ 43.01% |
$16.5M - $17.4M
|
1.34M
$55.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
401K+ 19.27% |
$16.5M - $17.4M
|
2.48M
$104M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
399KNew |
$16.4M - $17.3M
|
399K
$16.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
384K+ 45.7% |
$15.8M - $16.7M
|
1.22M
$51.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
289KNew |
$11.9M - $12.5M
|
289K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
281K+ 17.26% |
$11.6M - $12.2M
|
1.91M
$79.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
213K+ 25.1% |
$8.75M - $9.21M
|
1.06M
$44.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
206K+ 1355.63% |
$8.48M - $8.93M
|
221K
$9.25M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
195KNew |
$8.02M - $8.44M
|
195K
$8.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
183K+ 9.12% |
$7.52M - $7.91M
|
2.19M
$91.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
181KNew |
$7.44M - $7.83M
|
181K
$7.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
162KNew |
$6.65M - $7M
|
162K
$6.75M
|
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
156KNew |
$6.41M - $6.75M
|
156K
$6.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
151K+ 92.5% |
$6.2M - $6.53M
|
314K
$13.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
135KNew |
$5.56M - $5.86M
|
135K
$5.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
134K+ 264.21% |
$5.51M - $5.8M
|
184K
$7.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
132KNew |
$5.44M - $5.73M
|
132K
$5.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
132K+ 27.39% |
$5.43M - $5.72M
|
613K
$25.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
117K+ 17.0% |
$4.8M - $5.06M
|
803K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
113K+ 25.68% |
$4.65M - $4.89M
|
552K
$23.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
103K+ 106.23% |
$4.24M - $4.46M
|
200K
$8.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
102K+ 124.2% |
$4.18M - $4.4M
|
183K
$7.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
98.2KNew |
$4.04M - $4.25M
|
98.2K
$4.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
96.6KNew |
$3.98M - $4.19M
|
96.6K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
91.3K+ 141.31% |
$3.76M - $3.96M
|
156K
$6.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90.1K+ 6.95% |
$3.71M - $3.91M
|
1.39M
$58M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
85.1K+ 18.98% |
$3.5M - $3.69M
|
534K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
78.4K+ 9.38% |
$3.23M - $3.4M
|
914K
$38.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
56.6K+ 10.73% |
$2.33M - $2.45M
|
584K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
54.7K+ 9.69% |
$2.25M - $2.37M
|
619K
$25.9M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
53.9K+ 30.77% |
$2.22M - $2.34M
|
229K
$9.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52.9K+ 285.12% |
$2.18M - $2.29M
|
71.5K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
52.2K+ 13.57% |
$2.15M - $2.26M
|
436K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
50.8KNew |
$2.09M - $2.2M
|
50.8K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$2.05M - $2.15M
|
681K
$28.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
48.3K+ 6.77% |
$1.99M - $2.09M
|
761K
$31.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.2K+ 3.45% |
$1.99M - $2.09M
|
1.45M
$60.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
47.8K+ 9.17% |
$1.97M - $2.07M
|
569K
$23.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
45.2K+ 5.38% |
$1.86M - $1.96M
|
886K
$37.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44.4K+ 6.62% |
$1.83M - $1.92M
|
715K
$29.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
40.4K+ 3.73% |
$1.66M - $1.75M
|
1.13M
$47.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$1.69M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
40.3K+ 8.08% |
$1.66M - $1.75M
|
540K
$22.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36.7K+ 4.12% |
$1.51M - $1.59M
|
926K
$38.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.6K+ 16.29% |
$1.47M - $1.54M
|
254K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
34.8K+ 6.85% |
$1.43M - $1.51M
|
543K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9KNew |
$1.32M - $1.38M
|
31.9K
$1.34M
|