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
|
Millburn Ridgefield Corp
|
BUY
|
- |
81.6K+ 5.26% |
$2.1M - $2.24M
|
1.63M
$42.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
80.4K+ 35.12% |
$2.07M - $2.21M
|
309K
$8.12M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
77.3K+ 16.81% |
$1.99M - $2.12M
|
537K
$14.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
75.3K+ 3.81% |
$1.94M - $2.07M
|
2.05M
$53.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
74.8KNew |
$1.92M - $2.05M
|
74.8K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
74.2K+ 1387.64% |
$1.91M - $2.04M
|
79.6K
$2.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
71.6K+ 12.62% |
$1.84M - $1.96M
|
639K
$16.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
70.7K+ 12.41% |
$1.82M - $1.94M
|
640K
$16.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
62.9K+ 5.54% |
$1.62M - $1.73M
|
1.2M
$31.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
61.2K+ 1.76% |
$1.57M - $1.68M
|
3.53M
$92.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
60.9K+ 9.22% |
$1.57M - $1.67M
|
722K
$19M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
60.3K+ 3.21% |
$1.55M - $1.65M
|
1.94M
$50.9M
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
60.3K+ 35.33% |
$1.55M - $1.65M
|
231K
$6.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
56.1KNew |
$1.44M - $1.54M
|
56.1K
$1.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
55.3K+ 15.64% |
$1.42M - $1.52M
|
409K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
49.8K+ 95.14% |
$1.28M - $1.37M
|
102K
$2.68M
|
|
|
Jul 15, 2024
Q2 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
48.2K+ 21.52% |
$1.24M - $1.32M
|
272K
$7.15M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
47.4K+ 13.78% |
$1.22M - $1.3M
|
392K
$10.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
45.7K+ 41.87% |
$1.18M - $1.25M
|
155K
$4.07M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
43.9K+ 4.56% |
$1.13M - $1.21M
|
1.01M
$26.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
42.9K+ 47.17% |
$1.1M - $1.18M
|
134K
$3.51M
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
42.1K+ 11.96% |
$1.08M - $1.16M
|
394K
$10.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
41.4K+ 6.37% |
$1.06M - $1.14M
|
691K
$18.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
40.4K+ 4.92% |
$1.04M - $1.11M
|
862K
$22.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
39.7K+ 7.91% |
$1.02M - $1.09M
|
541K
$14.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
39.5KNew |
$1.02M - $1.08M
|
39.5K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
39.1K+ 7.03% |
$1.01M - $1.07M
|
595K
$15.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
38.6K+ 11.81% |
$994K - $1.06M
|
366K
$9.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
38.4K+ 8.0% |
$988K - $1.05M
|
518K
$13.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38.3K+ 10.53% |
$986K - $1.05M
|
402K
$10.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
36.4K+ 411.02% |
$938K - $1M
|
45.3K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
35.2K+ 5.57% |
$906K - $967K
|
668K
$17.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
35.1K+ 9.66% |
$902K - $962K
|
398K
$10.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
34.7KNew |
$893K - $952K
|
34.7K
$911K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
33K+ 6.95% |
$850K - $907K
|
508K
$13.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
32.9K+ 4.78% |
$846K - $902K
|
721K
$18.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
32.8K+ 13.41% |
$843K - $899K
|
277K
$7.27M
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
32.1K+ 71.44% |
$826K - $881K
|
77K
$2.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
31.5K+ 3.54% |
$809K - $863K
|
919K
$24.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
31.4K+ 2.41% |
$809K - $863K
|
1.34M
$35.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
30.9K+ 4.06% |
$796K - $849K
|
794K
$20.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
30.9K+ 2.58% |
$796K - $849K
|
1.23M
$32.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.2K+ 34.82% |
$776K - $828K
|
117K
$3.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
30K+ 7.42% |
$772K - $823K
|
435K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
29.3K+ 5.5% |
$753K - $803K
|
561K
$14.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27.7K+ 6.88% |
$712K - $760K
|
430K
$11.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
27.5K+ 15.08% |
$708K - $755K
|
210K
$5.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
27.5K+ 8.88% |
$707K - $754K
|
337K
$8.84M
|
|
|
Dec 17, 2024
Q2 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
27.3K+ 8.62% |
$702K - $749K
|
344K
$9.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27K+ 9.07% |
$694K - $740K
|
325K
$8.52M
|