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 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.87K+ 1.33% |
$159K - $168K
|
296K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 6.56% |
$136K - $143K
|
53.6K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.24K+ 37.19% |
$133K - $140K
|
11.9K
$500K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.98K+ 3.03% |
$123K - $129K
|
101K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.72K+ 2.02% |
$112K - $118K
|
137K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.71K+ 6.54% |
$112K - $118K
|
44.2K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 2.1% |
$104K - $109K
|
122K
$5.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.5K+ 5.82% |
$103K - $108K
|
45.5K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 22.18% |
$89.5K - $94.2K
|
12K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.07K+ 1.28% |
$85.3K - $89.8K
|
163K
$6.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 10.55% |
$84K - $88.5K
|
21.4K
$894K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.01K+ 4.08% |
$82.5K - $86.9K
|
51.1K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 10.1% |
$81.1K - $85.3K
|
21.5K
$897K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.94KNew |
$79.7K - $83.9K
|
1.94K
$81K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.85K+ 14.13% |
$76K - $80K
|
14.9K
$623K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.83K+ 9.93% |
$75.4K - $79.4K
|
20.3K
$847K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.79K+ 5.1% |
$73.7K - $77.6K
|
36.9K
$1.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.68K+ 13.06% |
$69K - $72.6K
|
14.5K
$606K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.62KNew |
$66.7K - $70.2K
|
1.62K
$67.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.47K+ 0.68% |
$60.6K - $63.8K
|
218K
$9.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.38K+ 25.21% |
$56.9K - $59.9K
|
6.87K
$287K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.29K+ 0.68% |
$52.9K - $55.7K
|
191K
$7.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.12K+ 5.3% |
$46.2K - $48.6K
|
22.3K
$933K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.07K+ 21.36% |
$44.1K - $46.4K
|
6.08K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
796+ 6.19% |
$32.8K - $34.5K
|
13.7K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
690+ 12.01% |
$28.4K - $29.9K
|
6.43K
$269K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 5.27% |
$27.5K - $29K
|
13.4K
$559K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
635+ 10.32% |
$26.1K - $27.5K
|
6.79K
$284K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
633+ 9.74% |
$26.1K - $27.4K
|
7.14K
$298K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
573+ 4.42% |
$23.6K - $24.8K
|
13.5K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
569+ 7.87% |
$23.4K - $24.7K
|
7.8K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
216+ 2.57% |
$8.89K - $9.36K
|
8.62K
$360K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
208+ 1.58% |
$8.56K - $9.01K
|
13.4K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
176+ 1.41% |
$7.25K - $7.63K
|
12.7K
$530K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 6.95% |
$5.93K - $6.24K
|
2.22K
$92.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
132+ 2.07% |
$5.43K - $5.72K
|
6.5K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
92New |
$3.79K - $3.99K
|
92
$3.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
79+ 0.54% |
$3.25K - $3.42K
|
14.8K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
54+ 0.77% |
$2.22K - $2.34K
|
7.09K
$296K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.67% |
$1.73K - $1.82K
|
6.34K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$741 - $780
|
20.3K
$850K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0+ 0.0% |
$0 - $0
|
3.44B
$144B
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
12K
$500K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.1% |
$206 - $217
|
5.06K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16- 0.2% |
$659 - $693
|
8.05K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 0.71% |
$2.35K - $2.47K
|
7.98K
$334K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-87- 12.12% |
$3.58K - $3.77K
|
631
$26.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-133- 2.58% |
$5.48K - $5.76K
|
5.03K
$210K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-139- 0.05% |
$5.72K - $6.02K
|
282K
$11.8M
|