Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFIC)

DFIC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 2023. 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
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
7.34M
+ 108.74%
$172M - $183M
14.1M $370M
Aug 14, 2023 Q2 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
7.21M
+ 125.42%
$169M - $179M
13M $340M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
5.43M
+ 62.04%
$127M - $135M
14.2M $372M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
4.77M
+ 946.44%
$112M - $119M
5.28M $139M
Oct 02, 2024 Q2 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
1.08M
+ 6655.7%
$25.4M - $27M
1.1M $28.9M
Jun 06, 2024 Q2 2023
Rw Investment Management LLC

Eagle, ID
BUY
 -
864K
+ 37.1%
$20.3M - $21.5M
3.19M $83.9M
Aug 09, 2023 Q2 2023
Rs Crum Inc.

BUY
 -
787K
+ 519.28%
$18.5M - $19.6M
938K $24.6M
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
766K
+ 22.15%
$18M - $19.1M
4.22M $111M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
533K
+ 40.7%
$12.5M - $13.3M
1.84M $48.4M
Jul 14, 2023 Q2 2023
Arden Trust CO

BUY
 -
444K
+ 79.88%
$10.4M - $11M
1M $26.3M
Jul 13, 2023 Q2 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
408K
+ 1723.94%
$9.57M - $10.2M
432K $11.3M
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
269K
+ 40.17%
$6.3M - $6.68M
937K $24.6M
Aug 11, 2023 Q2 2023
Hill Investment Group Partners, LLC

St. Louis, MO
BUY
 -
238K
+ 16.84%
$5.57M - $5.91M
1.65M $43.3M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
225K
New
$5.29M - $5.61M
225K $5.92M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
215K
+ 17.21%
$5.04M - $5.35M
1.46M $38.5M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
212K
+ 73.22%
$4.96M - $5.27M
501K $13.1M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
191K
+ 53.31%
$4.48M - $4.75M
549K $14.4M
Jul 14, 2023 Q2 2023
Vera Bank, N.A.

BUY
 -
190K
+ 327.5%
$4.46M - $4.73M
248K $6.51M
Aug 14, 2023 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
148K
+ 3.65%
$3.47M - $3.68M
4.2M $110M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
147K
+ 7.1%
$3.44M - $3.65M
2.21M $58.1M
Aug 07, 2023 Q2 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
138K
+ 37.51%
$3.23M - $3.43M
506K $13.3M
Aug 07, 2023 Q2 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
134K
+ 19.63%
$3.14M - $3.33M
815K $21.4M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
132K
New
$3.1M - $3.28M
132K $3.47M
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
130K
+ 24.05%
$3.05M - $3.24M
671K $17.6M
Jul 17, 2023 Q2 2023
Heritage Investment Group, Inc.

BUY
 -
127K
New
$2.97M - $3.16M
127K $3.33M
Jul 26, 2023 Q2 2023
Sageworth Trust CO

BUY
 -
125K
+ 147.28%
$2.92M - $3.1M
209K $5.5M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
124K
+ 98.66%
$2.91M - $3.09M
250K $6.57M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
120K
+ 14.36%
$2.82M - $2.99M
957K $25.1M
Aug 14, 2023 Q2 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
114K
+ 17.68%
$2.67M - $2.84M
759K $19.9M
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
113K
+ 13.89%
$2.66M - $2.82M
929K $24.4M
Aug 14, 2023 Q2 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
109K
New
$2.56M - $2.71M
109K $2.86M
Aug 14, 2023 Q2 2023
Jentner Corp

BUY
 -
108K
+ 78.34%
$2.53M - $2.69M
246K $6.46M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
108K
New
$2.53M - $2.68M
108K $2.83M
Sep 13, 2023 Q2 2023
Awm Capital, LLC

BUY
 -
105K
+ 6.36%
$2.46M - $2.61M
1.75M $46.1M
Aug 01, 2023 Q2 2023
Truist Financial Corp

BUY
 -
96.9K
+ 77.69%
$2.27M - $2.41M
222K $5.82M
Jul 24, 2023 Q2 2023
Bridgewater Advisors Inc.

BUY
 -
96.6K
+ 15.13%
$2.27M - $2.4M
735K $19.3M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
94.8K
+ 24.63%
$2.22M - $2.36M
480K $12.6M
Aug 09, 2023 Q2 2023
Burney CO

Reston, VA
BUY
 -
93.2K
+ 20.06%
$2.19M - $2.32M
558K $14.6M
Jul 19, 2023 Q2 2023
Krilogy Financial LLC

BUY
 -
90.4K
+ 21.61%
$2.12M - $2.25M
508K $13.4M
Jul 20, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
87.1K
+ 8.12%
$2.04M - $2.17M
1.16M $30.4M
Nov 03, 2023 Q2 2023
Kooman & Associates

Altoona, PA
BUY
 -
87.1K
+ 8.12%
$2.04M - $2.17M
1.16M $30.4M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
86.8K
+ 2.3%
$2.03M - $2.16M
3.85M $101M
Aug 04, 2023 Q2 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
82.8K
+ 4.52%
$1.94M - $2.06M
1.91M $50.3M
Oct 12, 2023 Q2 2023
Wp Wealth LLP

Fort Worth, TX
BUY
 -
81.2K
+ 6.55%
$1.9M - $2.02M
1.32M $34.7M
Jul 28, 2023 Q2 2023
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
80.5K
+ 10.28%
$1.89M - $2M
863K $22.7M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
77.1K
+ 10.41%
$1.81M - $1.92M
818K $21.5M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
76.3K
+ 10.88%
$1.79M - $1.9M
778K $20.4M
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
73K
+ 14.27%
$1.71M - $1.82M
585K $15.4M
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
72.3K
+ 170.5%
$1.7M - $1.8M
115K $3.01M

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