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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
672+ 2.18% |
$16.5K - $18K
|
31.5K
$826K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
666+ 2.08% |
$16.4K - $17.9K
|
32.7K
$859K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
603+ 7.65% |
$14.8K - $16.2K
|
8.48K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
601+ 3.24% |
$14.8K - $16.1K
|
19.2K
$503K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
573New |
$14.1K - $15.4K
|
573
$15K
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
490+ 0.89% |
$12.1K - $13.1K
|
55.5K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
463+ 0.09% |
$11.4K - $12.4K
|
494K
$13M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
452+ 1.8% |
$11.1K - $12.1K
|
25.5K
$671K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
416+ 2.25% |
$10.2K - $11.2K
|
18.9K
$496K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
341+ 2.27% |
$8.4K - $9.15K
|
15.4K
$404K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
301+ 5.96% |
$7.41K - $8.08K
|
5.35K
$140K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
222+ 2.04% |
$5.47K - $5.96K
|
11.1K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
187+ 2.23% |
$4.6K - $5.02K
|
8.57K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
180+ 2.17% |
$4.43K - $4.83K
|
8.49K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
179+ 0.08% |
$4.41K - $4.8K
|
218K
$5.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
115+ 1.37% |
$2.83K - $3.09K
|
8.48K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
77+ 0.52% |
$1.9K - $2.07K
|
15K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
31+ 0.14% |
$763 - $832
|
22.5K
$591K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
30+ 0.17% |
$739 - $805
|
18.2K
$478K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
14+ 0.11% |
$345 - $376
|
13.1K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14+ 1400.0% |
$345 - $376
|
15
$394
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4+ 0.15% |
$98.5 - $107
|
2.69K
$70.6K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2+ 0.02% |
$49.2 - $53.7
|
9.49K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1+ 0.01% |
$24.6 - $26.8
|
9.16K
$241K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-24- 0.08% |
$591 - $644
|
28.3K
$743K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-66- 0.7% |
$1.62K - $1.77K
|
9.32K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-68- 9.55% |
$1.67K - $1.82K
|
644
$16.9K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-164- 0.36% |
$4.04K - $4.4K
|
44.9K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-222- 0.13% |
$5.47K - $5.96K
|
172K
$4.53M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-251- 0.3% |
$6.18K - $6.73K
|
83.5K
$2.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-270- 2.23% |
$6.65K - $7.24K
|
11.8K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-300- 2.13% |
$7.39K - $8.05K
|
13.8K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-348- 1.31% |
$8.57K - $9.34K
|
26.1K
$686K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-396- 0.11% |
$9.75K - $10.6K
|
352K
$9.25M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-556- 0.82% |
$13.7K - $14.9K
|
67.3K
$1.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-580- 2.29% |
$14.3K - $15.6K
|
24.7K
$649K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-669- 1.63% |
$16.5K - $17.9K
|
40.5K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-783- 1.47% |
$19.3K - $21K
|
52.4K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-861- 96.96% |
$21.2K - $23.1K
|
27
$709
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-871- 0.56% |
$21.4K - $23.4K
|
155K
$4.07M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-945- 9.9% |
$23.3K - $25.4K
|
8.6K
$226K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.22K- 0.25% |
$30.1K - $32.8K
|
491K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.29K- 1.24% |
$31.7K - $34.5K
|
102K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.3K- 1.1% |
$32.1K - $35K
|
117K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 13.02% |
$37K - $40.3K
|
10K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.25K- 14.34% |
$55.5K - $60.4K
|
13.5K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-2.32K- 0.18% |
$57.1K - $62.2K
|
1.28M
$33.6M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.37K- 20.05% |
$58.4K - $63.7K
|
9.47K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.47K- 3.11% |
$60.9K - $66.4K
|
77.1K
$2.03M
|