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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.52K- 5.8% |
$39K - $41.6K
|
24.6K
$646K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.62K- 2.1% |
$41.7K - $44.5K
|
75.5K
$1.98M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.75K- 18.52% |
$45.1K - $48.1K
|
7.71K
$203K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.05K- 0.35% |
$52.7K - $56.3K
|
591K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.22K- 20.69% |
$57.2K - $61K
|
8.52K
$224K
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.45K- 6.32% |
$62.9K - $67.1K
|
36.3K
$952K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.64K- 2.21% |
$93.7K - $99.9K
|
161K
$4.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.8K- 4.24% |
$97.8K - $104K
|
85.9K
$2.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.87K- 9.55% |
$99.4K - $106K
|
36.6K
$961K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.93K- 5.72% |
$101K - $108K
|
64.7K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 5.81% |
$102K - $108K
|
64.1K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.48K- 3.43% |
$115K - $123K
|
126K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 3.03% |
$129K - $137K
|
160K
$4.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 3.27% |
$154K - $165K
|
178K
$4.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.18K- 21.79% |
$159K - $170K
|
22.2K
$583K
|
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.28K- 22.17% |
$162K - $172K
|
22K
$579K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$21.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.47K- 0.97% |
$192K - $205K
|
762K
$20M
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-7.87K- 4.45% |
$202K - $216K
|
169K
$4.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.94K- 0.63% |
$204K - $218K
|
1.26M
$33M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.08K- 1.19% |
$208K - $222K
|
672K
$17.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.29K- 0.42% |
$213K - $227K
|
1.99M
$52.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10.5K- 24.36% |
$271K - $289K
|
32.8K
$860K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.5K- 0.37% |
$348K - $371K
|
3.59M
$94.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-15.9K- 2.94% |
$410K - $438K
|
527K
$13.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-20.8K- 5.96% |
$534K - $569K
|
328K
$8.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.6K- 43.04% |
$813K - $867K
|
41.8K
$1.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.5K- 15.47% |
$913K - $974K
|
194K
$5.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.5K- 15.47% |
$913K - $974K
|
194K
$5.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-45.6K- 17.5% |
$1.17M - $1.25M
|
215K
$5.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-50.8K- 11.51% |
$1.31M - $1.39M
|
390K
$10.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61K- 78.05% |
$1.57M - $1.68M
|
17.2K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-71.6K- 39.13% |
$1.84M - $1.96M
|
111K
$2.92M
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-132K- 7.94% |
$3.39M - $3.62M
|
1.53M
$40.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-167K- 15.02% |
$4.29M - $4.57M
|
943K
$24.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-183K- 14.0% |
$4.7M - $5.01M
|
1.12M
$29.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-199K- 91.66% |
$5.13M - $5.47M
|
18.1K
$476K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-221K- 22.82% |
$5.7M - $6.07M
|
749K
$19.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-379K- 13.74% |
$9.74M - $10.4M
|
2.38M
$62.4M
|
|
|
Oct 30, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-414K- 96.2% |
$10.7M - $11.4M
|
16.4K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-717K- 4.49% |
$18.5M - $19.7M
|
15.3M
$401M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-819K- 97.47% |
$21.1M - $22.5M
|
21.3K
$559K
|