Purchases and Sales Made in Q2 2023 in Dimensional ETF Tr Dimensional (DFIC)
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
|
Helen Stephens Group, LLC
|
BUY
|
- |
67.8K+ 20.18% |
$1.59M - $1.69M
|
404K
$10.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
66.6K+ 497.5% |
$1.56M - $1.66M
|
79.9K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.2K+ 11.69% |
$1.51M - $1.6M
|
614K
$16.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
63.9K+ 33.94% |
$1.5M - $1.59M
|
252K
$6.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
63.8K+ 63.5% |
$1.5M - $1.59M
|
164K
$4.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62.1K+ 81.3% |
$1.46M - $1.54M
|
138K
$3.63M
|
|
|
Jul 12, 2023
Q2 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
61K+ 23.55% |
$1.43M - $1.52M
|
320K
$8.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
57.5K+ 50.36% |
$1.35M - $1.43M
|
172K
$4.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
56.1K+ 31.36% |
$1.32M - $1.4M
|
235K
$6.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
55.9K+ 9.33% |
$1.31M - $1.39M
|
654K
$17.2M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
54.6KNew |
$1.28M - $1.36M
|
54.6K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
54.1K+ 20.58% |
$1.27M - $1.35M
|
317K
$8.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
51.6K+ 24.2% |
$1.21M - $1.28M
|
265K
$6.96M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
49.8K+ 16.72% |
$1.17M - $1.24M
|
347K
$9.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
48.5K+ 11.54% |
$1.14M - $1.21M
|
469K
$12.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
45K+ 37.93% |
$1.05M - $1.12M
|
163K
$4.29M
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
43.7K+ 6.48% |
$1.02M - $1.09M
|
718K
$18.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
42.4K+ 4.02% |
$994K - $1.05M
|
1.1M
$28.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
41.4K+ 9.99% |
$971K - $1.03M
|
456K
$12M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
40.1K+ 14.84% |
$941K - $998K
|
310K
$8.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
37.8K+ 64.38% |
$885K - $939K
|
96.4K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
34.6K+ 9.39% |
$811K - $860K
|
403K
$10.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
34.1K+ 3.0% |
$799K - $848K
|
1.17M
$30.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32.2K+ 97.86% |
$754K - $800K
|
65.1K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.9KNew |
$749K - $795K
|
31.9K
$839K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
31.6K+ 4.45% |
$740K - $785K
|
741K
$19.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28.9KNew |
$678K - $720K
|
28.9K
$760K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.8K+ 21.22% |
$675K - $717K
|
165K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.5K+ 252.81% |
$669K - $709K
|
39.8K
$1.04M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27.3K+ 6.02% |
$640K - $679K
|
481K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
25.9K+ 67.95% |
$608K - $645K
|
64.1K
$1.68M
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
25.6KNew |
$600K - $637K
|
25.6K
$672K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25.5KNew |
$597K - $634K
|
25.5K
$669K
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
25.1K+ 13.58% |
$588K - $624K
|
210K
$5.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
24.5KNew |
$574K - $609K
|
24.5K
$643K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
24.3K+ 2525.83% |
$571K - $606K
|
25.3K
$665K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
24.2K+ 4.97% |
$568K - $602K
|
511K
$13.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
22.1K+ 11.23% |
$518K - $550K
|
219K
$5.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
21.7K+ 3.36% |
$509K - $540K
|
667K
$17.5M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21.2K+ 4.76% |
$497K - $528K
|
467K
$12.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Applied Capital LLC
|
BUY
|
- |
20.8K+ 6.52% |
$488K - $517K
|
340K
$8.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$472K - $500K
|
20.1K
$528K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.1K+ 3.96% |
$471K - $500K
|
527K
$13.8M
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
19.3K+ 199.24% |
$453K - $480K
|
29K
$762K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.9K+ 3.66% |
$443K - $470K
|
535K
$14M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
18.8K+ 5.37% |
$441K - $468K
|
370K
$9.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
16.5K+ 5.55% |
$386K - $410K
|
313K
$8.23M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
16.1KNew |
$378K - $401K
|
16.1K
$423K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
16.1K+ 7.22% |
$378K - $401K
|
239K
$6.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
15.8K+ 7.86% |
$371K - $394K
|
217K
$5.71M
|