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 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.97K- 7.85% |
$73.1K - $79.7K
|
34.9K
$916K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-3.14K- 7.49% |
$77.2K - $84.1K
|
38.7K
$1.02M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-3.89K- 0.3% |
$95.8K - $104K
|
1.31M
$34.3M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4K- 66.67% |
$98.5K - $107K
|
2K
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.22K- 3.53% |
$128K - $140K
|
143K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-5.24K- 36.13% |
$129K - $141K
|
9.27K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.35K- 9.22% |
$132K - $143K
|
52.6K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.39K- 3.17% |
$133K - $145K
|
165K
$4.32M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.02K- 9.41% |
$148K - $161K
|
57.9K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-6.6K- 2.47% |
$163K - $177K
|
260K
$6.84M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10.1K- 51.25% |
$250K - $272K
|
9.65K
$253K
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-11.8KClosed |
$291K - $317K
|
0
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 3.04% |
$312K - $340K
|
405K
$10.6M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12.7K- 1.62% |
$313K - $341K
|
769K
$20.2M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-12.9K- 1.54% |
$317K - $346K
|
822K
$21.6M
|
|
|
Sep 25, 2024
Q1 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-15.6K- 4.32% |
$383K - $418K
|
344K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-17.7K- 28.4% |
$435K - $474K
|
44.6K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-20.1K- 99.6% |
$494K - $539K
|
80
$2.1K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.1K- 72.55% |
$544K - $593K
|
8.36K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-27.5K- 13.09% |
$678K - $739K
|
183K
$4.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-28.4K- 6.14% |
$698K - $761K
|
434K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-31.2K- 3.54% |
$768K - $837K
|
850K
$22.3M
|
|
|
May 10, 2024
Q1 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-37.9K- 1.36% |
$934K - $1.02M
|
2.75M
$72.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.4K- 15.33% |
$970K - $1.06M
|
218K
$5.71M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-60.3K- 26.1% |
$1.48M - $1.62M
|
171K
$4.48M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-61.6K- 9.4% |
$1.52M - $1.65M
|
593K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.4K- 22.71% |
$1.66M - $1.81M
|
229K
$6.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.4K- 22.71% |
$1.66M - $1.81M
|
229K
$6.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-91.6K- 10.57% |
$2.26M - $2.46M
|
775K
$20.4M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-93.8K- 43.65% |
$2.31M - $2.52M
|
121K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-108K- 2.91% |
$2.66M - $2.9M
|
3.61M
$94.7M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-167K- 9.12% |
$4.1M - $4.47M
|
1.66M
$43.6M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-167K- 5.45% |
$4.12M - $4.49M
|
2.9M
$76.2M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-175K- 1.08% |
$4.3M - $4.68M
|
16M
$419M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-327K- 6.95% |
$8.05M - $8.77M
|
4.38M
$115M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-347K- 17.3% |
$8.54M - $9.3M
|
1.66M
$43.5M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.99M- 95.08% |
$123M - $134M
|
258K
$6.78M
|