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 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
298+ 0.25% |
$6.99K - $7.41K
|
118K
$3.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
269+ 0.38% |
$6.31K - $6.69K
|
70.3K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
252+ 2.79% |
$5.91K - $6.27K
|
9.29K
$244K
|
|
|
Jul 26, 2023
Q2 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
242+ 1.1% |
$5.67K - $6.02K
|
22.2K
$582K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
206+ 1.46% |
$4.83K - $5.13K
|
14.4K
$377K
|
|
|
Aug 04, 2023
Q2 2023
|
Claris Advisors, LLC
|
BUY
|
- |
178+ 1.11% |
$4.17K - $4.43K
|
16.2K
$427K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$3.49K - $3.71K
|
149
$3.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
126+ 1.04% |
$2.95K - $3.13K
|
12.2K
$321K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
120+ 2.0% |
$2.81K - $2.99K
|
6.12K
$161K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
103+ 0.55% |
$2.42K - $2.56K
|
18.8K
$495K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
103+ 0.55% |
$2.42K - $2.56K
|
18.8K
$495K
|
|
|
Aug 14, 2023
Q2 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.24% |
$938 - $995
|
16.4K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
29+ 1.11% |
$680 - $722
|
2.65K
$69.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.34% |
$422 - $448
|
433
$11.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
12+ 0.01% |
$281 - $299
|
191K
$5.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10+ 1.15% |
$235 - $249
|
876
$23K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 3.13% |
$141 - $149
|
198
$5.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
2+ 0.08% |
$46.9 - $49.8
|
2.49K
$65.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-67- 0.14% |
$1.57K - $1.67K
|
48.1K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-188- 0.31% |
$4.41K - $4.68K
|
60.1K
$1.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-418- 0.99% |
$9.8K - $10.4K
|
41.9K
$1.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-444- 1.87% |
$10.4K - $11K
|
23.3K
$612K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-458- 17.95% |
$10.7K - $11.4K
|
2.09K
$55K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-577- 3.14% |
$13.5K - $14.4K
|
17.8K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-616- 0.92% |
$14.4K - $15.3K
|
66.2K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-625- 0.51% |
$14.7K - $15.6K
|
123K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-628- 54.18% |
$14.7K - $15.6K
|
531
$13.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-876- 0.4% |
$20.5K - $21.8K
|
219K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.06K- 7.07% |
$24.9K - $26.4K
|
14K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.22K- 1.11% |
$28.6K - $30.3K
|
108K
$2.84M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.51K- 2.28% |
$58.7K - $62.3K
|
107K
$2.82M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.22K- 1.85% |
$75.5K - $80.1K
|
171K
$4.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.33K- 0.25% |
$78K - $82.8K
|
1.34M
$35.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.44K- 10.1% |
$80.7K - $85.6K
|
30.6K
$804K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-3.81K- 12.41% |
$89.3K - $94.8K
|
26.9K
$706K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-5.08K- 2.11% |
$119K - $126K
|
236K
$6.19M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5.39K- 0.16% |
$126K - $134K
|
3.31M
$86.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-6.53K- 0.52% |
$153K - $162K
|
1.24M
$32.6M
|
|
|
Sep 25, 2024
Q2 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-6.61K- 1.94% |
$155K - $164K
|
334K
$8.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7.16K- 2.93% |
$168K - $178K
|
237K
$6.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-7.3K- 20.2% |
$171K - $181K
|
28.8K
$757K
|
|
|
Jul 31, 2023
Q2 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-8.88K- 2.71% |
$208K - $221K
|
319K
$8.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 13.12% |
$242K - $257K
|
68.4K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-14.6K- 5.76% |
$342K - $363K
|
239K
$6.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-15.6K- 6.54% |
$366K - $389K
|
223K
$5.86M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-39.2K- 2.21% |
$918K - $974K
|
1.73M
$45.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-41.2K- 13.35% |
$966K - $1.03M
|
267K
$7.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-51.2K- 82.05% |
$1.2M - $1.27M
|
11.2K
$294K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59.3K- 42.66% |
$1.39M - $1.47M
|
79.7K
$2.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-69K- 12.33% |
$1.62M - $1.72M
|
490K
$12.9M
|