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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.9K+ 6.1% |
$691K - $737K
|
467K
$12.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.4K+ 20.68% |
$655K - $698K
|
148K
$3.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
24.2K+ 4.49% |
$621K - $663K
|
562K
$14.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
24.1K+ 4.39% |
$619K - $661K
|
573K
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
23.3K+ 77.77% |
$601K - $641K
|
53.4K
$1.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.8K+ 21.0% |
$586K - $625K
|
131K
$3.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
22.4K+ 2.45% |
$576K - $614K
|
937K
$24.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21.3K+ 4.32% |
$549K - $585K
|
515K
$13.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
21.3K+ 2.78% |
$547K - $583K
|
786K
$20.6M
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20.9K+ 1.52% |
$537K - $573K
|
1.4M
$36.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
20.7K+ 31.4% |
$532K - $567K
|
86.5K
$2.27M
|
|
|
Oct 18, 2024
Q2 2024
|
Applied Capital LLC
|
BUY
|
- |
20.3K+ 5.21% |
$522K - $556K
|
410K
$10.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
20K+ 7.55% |
$514K - $548K
|
284K
$7.47M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
19.5K+ 1.53% |
$502K - $535K
|
1.3M
$34.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 13.61% |
$500K - $533K
|
162K
$4.26M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
19.4KNew |
$500K - $533K
|
19.4K
$510K
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
19.4K+ 207.87% |
$499K - $532K
|
28.7K
$754K
|
|
|
Jul 09, 2024
Q2 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
19K+ 19.88% |
$489K - $521K
|
115K
$3.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
18.9K+ 4.06% |
$486K - $518K
|
484K
$12.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
18.5K+ 3.49% |
$476K - $508K
|
548K
$14.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
18.4K+ 6.04% |
$473K - $504K
|
323K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
18.2K+ 9.83% |
$469K - $501K
|
204K
$5.35M
|
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
16.4K+ 50.98% |
$422K - $450K
|
48.6K
$1.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
16K+ 1.68% |
$411K - $438K
|
966K
$25.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15K+ 51.56% |
$387K - $412K
|
44.2K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
BUY
|
- |
14.8K+ 4.19% |
$381K - $407K
|
369K
$9.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14.5K+ 96.49% |
$373K - $398K
|
29.5K
$775K
|
|
|
Jul 02, 2024
Q2 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
14.3K+ 5.75% |
$368K - $393K
|
263K
$6.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14.2K+ 1.77% |
$364K - $388K
|
813K
$21.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14KNew |
$361K - $384K
|
14K
$368K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
13.9KNew |
$359K - $383K
|
13.9K
$366K
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
13.9K+ 3.4% |
$357K - $381K
|
422K
$11.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
13.8K+ 1801.04% |
$356K - $380K
|
14.6K
$383K
|
|
|
Jul 29, 2024
Q2 2024
|
Penobscot Wealth Management
|
BUY
|
- |
13.4K+ 8.21% |
$345K - $368K
|
177K
$4.65M
|
|
|
Jul 02, 2024
Q2 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
13.3K+ 19.97% |
$343K - $366K
|
80.1K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.1K+ 19.61% |
$336K - $359K
|
79.8K
$2.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13.1KNew |
$336K - $358K
|
13.1K
$343K
|
|
|
Aug 01, 2024
Q2 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
12.6K+ 4.1% |
$323K - $345K
|
319K
$8.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 41.89% |
$319K - $340K
|
42K
$1.1M
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12.3KNew |
$317K - $338K
|
12.3K
$324K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.5K+ 7.54% |
$297K - $317K
|
165K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.2KNew |
$289K - $309K
|
11.2K
$295K
|
|
|
Aug 06, 2024
Q2 2024
|
Advisory Services & Investments, LLC
|
BUY
|
- |
11.2K+ 1.45% |
$289K - $308K
|
785K
$20.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 17.16% |
$283K - $302K
|
75.2K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
BUY
|
- |
10.9K+ 3.1% |
$282K - $300K
|
364K
$9.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
10.6KNew |
$273K - $291K
|
10.6K
$279K
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.6KNew |
$273K - $291K
|
10.6K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
10.5KNew |
$270K - $288K
|
10.5K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
10.4K+ 20.17% |
$268K - $286K
|
62K
$1.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.2K+ 2.36% |
$263K - $281K
|
444K
$11.7M
|