Purchases and Sales Made in Q1 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q1 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
23.4K+ 84.61% |
$577K - $629K
|
51.1K
$1.44M
|
|
|
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
22.7K+ 10.25% |
$559K - $609K
|
244K
$6.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
22.2K+ 49.94% |
$547K - $596K
|
66.7K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.7K+ 6.6% |
$535K - $583K
|
351K
$9.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
21.3K+ 1.15% |
$525K - $572K
|
1.88M
$52.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
21.3K+ 4.79% |
$524K - $571K
|
465K
$13.1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.5K+ 12.39% |
$504K - $549K
|
186K
$5.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
19.8K+ 10.08% |
$488K - $531K
|
216K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.6K+ 11.86% |
$483K - $526K
|
185K
$5.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
19K+ 4.51% |
$468K - $510K
|
441K
$12.4M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.4K+ 16.39% |
$452K - $493K
|
130K
$3.68M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
18.3K+ 75.3% |
$450K - $490K
|
42.6K
$1.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
18.2K+ 2.41% |
$449K - $489K
|
774K
$21.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
17.8KNew |
$437K - $477K
|
17.8K
$501K
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
17.7K+ 104.27% |
$435K - $475K
|
34.7K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$422K - $460K
|
17.2K
$484K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17K+ 102.06% |
$419K - $456K
|
33.7K
$950K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
16.7K+ 5.8% |
$411K - $448K
|
305K
$8.59M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
15.7K+ 7.34% |
$386K - $420K
|
229K
$6.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15.6KNew |
$385K - $420K
|
15.6K
$441K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
15.5K+ 16.54% |
$382K - $416K
|
109K
$3.08M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
15.5K+ 1.17% |
$381K - $415K
|
1.34M
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 119.9% |
$381K - $415K
|
28.4K
$800K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
15.4K+ 4.64% |
$380K - $414K
|
348K
$9.83M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
14.9K+ 9.21% |
$366K - $399K
|
177K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.8K+ 15.76% |
$364K - $396K
|
108K
$3.06M
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14.2K+ 0.99% |
$350K - $381K
|
1.45M
$41M
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
13.9K+ 3.52% |
$343K - $374K
|
410K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
13.6K+ 4.63% |
$334K - $364K
|
307K
$8.65M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
12.8K+ 6.0% |
$316K - $344K
|
227K
$6.4M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.8K+ 2.29% |
$315K - $343K
|
571K
$16.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12K+ 19.54% |
$295K - $322K
|
73.4K
$2.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12K+ 3.06% |
$294K - $321K
|
403K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Schubert & CO
|
BUY
|
- |
11.9K+ 25.11% |
$293K - $319K
|
59.3K
$1.67M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
11K+ 34.18% |
$272K - $296K
|
43.3K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$268K - $292K
|
10.9K
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Claris Advisors, LLC
|
BUY
|
- |
10.8KNew |
$266K - $290K
|
10.8K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.7KNew |
$265K - $288K
|
10.7K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
10.6K+ 26.71% |
$261K - $284K
|
50.3K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5K+ 5.1% |
$259K - $282K
|
217K
$6.12M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10.3KNew |
$254K - $277K
|
10.3K
$291K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
10.3K+ 2.9% |
$253K - $275K
|
364K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.8K+ 2.78% |
$241K - $263K
|
363K
$10.2M
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9.8K+ 3.85% |
$241K - $263K
|
264K
$7.46M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9.62KNew |
$237K - $258K
|
9.62K
$271K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$230K - $251K
|
9.35K
$264K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.12K+ 8.05% |
$224K - $245K
|
122K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.05KNew |
$223K - $243K
|
9.05K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
8.87KNew |
$218K - $238K
|
8.87K
$250K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
8.75KNew |
$215K - $235K
|
8.75K
$247K
|