Purchases and Sales Made in Q2 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.26M+ 1263.6% |
$84M - $89.6M
|
3.52M
$92.5M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.07MNew |
$79M - $84.2M
|
3.07M
$80.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34M+ 10.9% |
$60.2M - $64.2M
|
23.8M
$625M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.07M+ 9.71% |
$53.2M - $56.7M
|
23.3M
$613M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.79MNew |
$46M - $49.1M
|
1.79M
$46.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.38M+ 83.14% |
$35.5M - $37.8M
|
3.04M
$79.7M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.22MNew |
$31.5M - $33.6M
|
1.22M
$32.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
BUY
|
- |
606K+ 53.32% |
$15.6M - $16.6M
|
1.74M
$45.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
512K+ 90.72% |
$13.2M - $14M
|
1.08M
$28.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
497KNew |
$12.8M - $13.7M
|
497K
$13.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
430KNew |
$11.1M - $11.8M
|
430K
$11.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
428K+ 87.19% |
$11M - $11.7M
|
918K
$24.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
382K+ 49.3% |
$9.83M - $10.5M
|
1.16M
$30.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
357K+ 16.73% |
$9.18M - $9.8M
|
2.49M
$65.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
302K+ 25.74% |
$7.76M - $8.28M
|
1.47M
$38.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
297KNew |
$7.64M - $8.15M
|
297K
$7.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
271K+ 258.55% |
$6.97M - $7.43M
|
376K
$9.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
255K+ 60.57% |
$6.57M - $7M
|
677K
$17.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
233K+ 27.4% |
$6M - $6.4M
|
1.09M
$28.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
227K+ 51.13% |
$5.84M - $6.22M
|
670K
$17.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225KNew |
$5.79M - $6.18M
|
225K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 827.29% |
$5.77M - $6.15M
|
251K
$6.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
214K+ 61.09% |
$5.52M - $5.88M
|
565K
$14.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
192K+ 15.42% |
$4.94M - $5.27M
|
1.44M
$37.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
BUY
|
- |
191K+ 3.44% |
$4.91M - $5.24M
|
5.74M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186K+ 26.02% |
$4.79M - $5.1M
|
901K
$23.7M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
176K+ 262.9% |
$4.52M - $4.82M
|
243K
$6.37M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
172K+ 3.93% |
$4.43M - $4.72M
|
4.55M
$120M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
170K+ 22.65% |
$4.38M - $4.67M
|
921K
$24.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
166K+ 21.19% |
$4.27M - $4.55M
|
948K
$24.9M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
163K+ 469.97% |
$4.19M - $4.47M
|
197K
$5.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
161K+ 3.54% |
$4.14M - $4.42M
|
4.71M
$124M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
158KNew |
$4.07M - $4.34M
|
158K
$4.16M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
158K+ 11.15% |
$4.07M - $4.34M
|
1.57M
$41.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
151K+ 13.66% |
$3.89M - $4.15M
|
1.26M
$33.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
150K+ 7.44% |
$3.86M - $4.11M
|
2.17M
$56.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
146K+ 7.37% |
$3.77M - $4.02M
|
2.13M
$56M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
146K+ 5.86% |
$3.76M - $4.01M
|
2.64M
$69.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
141K+ 12.96% |
$3.62M - $3.87M
|
1.23M
$32.2M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
139K+ 783.64% |
$3.58M - $3.82M
|
157K
$4.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
129K+ 15.1% |
$3.31M - $3.53M
|
980K
$25.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
126K+ 10.53% |
$3.25M - $3.46M
|
1.33M
$34.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
119K+ 8.34% |
$3.05M - $3.26M
|
1.54M
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
109KNew |
$2.8M - $2.99M
|
109K
$2.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
108K+ 252.88% |
$2.77M - $2.95M
|
150K
$3.94M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
107K+ 14.47% |
$2.75M - $2.93M
|
844K
$22.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 5.56% |
$2.68M - $2.86M
|
1.98M
$52M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
101K+ 7.56% |
$2.6M - $2.77M
|
1.44M
$37.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
BUY
|
- |
82.7K+ 14.02% |
$2.13M - $2.27M
|
673K
$17.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
81.6K+ 5.26% |
$2.1M - $2.24M
|
1.63M
$42.9M
|