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 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.1K+ 4.65% |
$260K - $277K
|
227K
$5.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.92K+ 9.14% |
$255K - $272K
|
118K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
9.89K+ 1.44% |
$255K - $271K
|
699K
$18.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.86KNew |
$254K - $271K
|
9.86K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9.6K+ 7.77% |
$247K - $263K
|
133K
$3.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.28K+ 1.75% |
$239K - $255K
|
539K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.76KNew |
$225K - $240K
|
8.76K
$230K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.62K+ 7.11% |
$222K - $237K
|
130K
$3.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
8.55K+ 23.53% |
$220K - $235K
|
44.9K
$1.18M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
8.31K+ 9.25% |
$214K - $228K
|
98.1K
$2.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.18K+ 18.35% |
$210K - $224K
|
52.8K
$1.39M
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
7.72K+ 3.57% |
$199K - $212K
|
224K
$5.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.39K+ 0.44% |
$190K - $203K
|
1.7M
$44.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.23K+ 14.14% |
$186K - $199K
|
58.4K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15K+ 0.57% |
$184K - $196K
|
1.26M
$33.2M
|
|
|
Jul 30, 2024
Q2 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
6.25K+ 2.25% |
$161K - $171K
|
284K
$7.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.24K+ 39.89% |
$161K - $171K
|
21.9K
$575K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.19K+ 3.59% |
$159K - $170K
|
179K
$4.69M
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
6.1K+ 0.99% |
$157K - $167K
|
622K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.36K+ 0.71% |
$138K - $147K
|
755K
$19.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.08K+ 20.17% |
$131K - $139K
|
30.2K
$794K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5.06K+ 0.35% |
$130K - $139K
|
1.46M
$38.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.04K+ 19.77% |
$130K - $138K
|
30.6K
$803K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.56K+ 41.09% |
$117K - $125K
|
15.7K
$411K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.33KNew |
$111K - $119K
|
4.33K
$114K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.91K+ 154.69% |
$101K - $107K
|
6.44K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.78K+ 1.73% |
$97.2K - $104K
|
222K
$5.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.5K+ 2.86% |
$90K - $96K
|
126K
$3.31M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.42K+ 9.82% |
$88.1K - $93.9K
|
38.3K
$1.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.24K+ 40.0% |
$83.4K - $88.9K
|
11.3K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.18K+ 39.8% |
$81.9K - $87.4K
|
11.2K
$294K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.12K+ 2.01% |
$80.3K - $85.6K
|
158K
$4.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.95K+ 0.35% |
$76K - $81.1K
|
853K
$22.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.9K+ 13.09% |
$74.7K - $79.7K
|
25.1K
$659K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.78K+ 24.93% |
$71.4K - $76.2K
|
13.9K
$365K
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
BUY
|
- |
2.76K+ 0.44% |
$71.1K - $75.8K
|
625K
$16.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.48K+ 4.46% |
$63.7K - $68K
|
58K
$1.52M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.9K+ 7.44% |
$48.9K - $52.2K
|
27.4K
$721K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$48.9K - $52.1K
|
1.9K
$49.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.84K+ 0.14% |
$47.3K - $50.5K
|
1.28M
$33.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.83K+ 5.81% |
$47K - $50.2K
|
33.3K
$874K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.82K+ 3.62% |
$46.9K - $50K
|
52.1K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.75K+ 5.34% |
$44.9K - $47.9K
|
34.4K
$904K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$40.2K - $42.9K
|
1.56K
$41K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1.24K+ 5.83% |
$31.9K - $34K
|
22.5K
$590K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.12K+ 5.95% |
$28.9K - $30.8K
|
20K
$525K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.09K+ 8.13% |
$28.1K - $30K
|
14.5K
$382K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 9.75% |
$27.4K - $29.2K
|
12K
$314K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
999+ 11.04% |
$25.7K - $27.4K
|
10.1K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
980+ 1.67% |
$25.2K - $26.9K
|
59.7K
$1.57M
|