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 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
8.73K+ 1.5% |
$215K - $234K
|
590K
$15.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.28K+ 10.58% |
$204K - $222K
|
86.6K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.1KNew |
$199K - $217K
|
8.1K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
8.08K+ 2.99% |
$199K - $217K
|
278K
$7.3M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8KNew |
$197K - $215K
|
8K
$210K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.96KNew |
$196K - $214K
|
7.96K
$209K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
7.92KNew |
$195K - $212K
|
7.92K
$208K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
7.83K+ 0.4% |
$193K - $210K
|
1.98M
$51.9M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.81K+ 4.44% |
$192K - $209K
|
184K
$4.82M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
7.64K+ 43.59% |
$188K - $205K
|
25.2K
$661K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.54K+ 5.18% |
$186K - $202K
|
153K
$4.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.48K+ 34.53% |
$184K - $201K
|
29.1K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.45K+ 85.47% |
$183K - $200K
|
16.2K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.37KNew |
$181K - $198K
|
7.37K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7.37KNew |
$181K - $198K
|
7.37K
$193K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.29K+ 32.66% |
$179K - $196K
|
29.6K
$778K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.87K+ 68.52% |
$169K - $184K
|
16.9K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.65K+ 0.89% |
$164K - $178K
|
750K
$19.7M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.55K+ 7.57% |
$161K - $176K
|
93.1K
$2.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
6.53K+ 7.34% |
$161K - $175K
|
95.5K
$2.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.09K+ 35.8% |
$150K - $163K
|
23.1K
$607K
|
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
5.45K+ 11.82% |
$134K - $146K
|
51.6K
$1.35M
|
|
|
May 03, 2024
Q1 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
5.38K+ 1.33% |
$132K - $144K
|
408K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.25K+ 24.01% |
$129K - $141K
|
27.1K
$712K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.23K+ 21.11% |
$129K - $140K
|
30K
$788K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.48K+ 3.56% |
$110K - $120K
|
130K
$3.42M
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
4.2K+ 0.69% |
$103K - $113K
|
616K
$16.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.15K+ 6.73% |
$102K - $111K
|
65.8K
$1.73M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.94K+ 3.37% |
$97K - $106K
|
121K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.77K+ 19.64% |
$92.8K - $101K
|
23K
$603K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.27K+ 59.54% |
$80.4K - $87.7K
|
8.75K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.96K+ 15.42% |
$72.9K - $79.5K
|
22.2K
$582K
|
|
|
Apr 15, 2024
Q1 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
2.59K+ 10.04% |
$63.6K - $69.4K
|
28.3K
$744K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.4K+ 7.08% |
$59.1K - $64.4K
|
36.3K
$954K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.28K+ 25.75% |
$56.1K - $61.2K
|
11.1K
$292K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.27K+ 4.02% |
$55.8K - $60.8K
|
58.7K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.21K+ 94.84% |
$54.3K - $59.2K
|
4.53K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
2.03K+ 11.7% |
$50K - $54.5K
|
19.4K
$509K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.91K+ 6.19% |
$46.9K - $51.1K
|
32.7K
$858K
|
|
|
Apr 24, 2024
Q1 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.29K+ 7.3% |
$31.7K - $34.5K
|
18.9K
$497K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.29KNew |
$31.7K - $34.5K
|
1.29K
$33.8K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.28KNew |
$31.4K - $34.2K
|
1.28K
$33.5K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
984+ 8.94% |
$24.2K - $26.4K
|
12K
$315K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
930+ 65.96% |
$22.9K - $25K
|
2.34K
$61.4K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
928New |
$22.8K - $24.9K
|
928
$24.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
892+ 2.85% |
$22K - $23.9K
|
32.2K
$846K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
870+ 4.91% |
$21.4K - $23.3K
|
18.6K
$488K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
863+ 3196.3% |
$21.2K - $23.2K
|
890
$23.4K
|
|
|
May 10, 2024
Q1 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
794+ 5.17% |
$19.5K - $21.3K
|
16.2K
$424K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
707+ 3.44% |
$17.4K - $19K
|
21.2K
$558K
|