Purchases and Sales Made in Q3 2022 in Dimensional ETF Tr Dimensional (DFIC)

DFIC Quotes by TradingView

This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 2022. 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
Oct 21, 2022 Q3 2022
Summit Financial Strategies, Inc.

BUY
 -
2.87M
+ 10196.93%
$54.6M - $66.1M
2.89M $77.4M
Nov 14, 2022 Q3 2022
Truepoint, Inc.

BUY
 -
2.14M
+ 22234.05%
$40.8M - $49.3M
2.15M $57.5M
Nov 07, 2022 Q3 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
2.04M
+ 566.49%
$38.8M - $47M
2.4M $64.2M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
2.03M
New
$38.6M - $46.8M
2.03M $54.3M
Nov 29, 2022 Q3 2022
Awm Capital, LLC

BUY
 -
1.39M
New
$26.4M - $32M
1.39M $37.1M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
1.31M
New
$25M - $30.3M
1.31M $35.1M
Nov 09, 2022 Q3 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.29M
+ 48.94%
$24.6M - $29.8M
3.93M $105M
Nov 15, 2022 Q3 2022
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
1.02M
+ 1349.47%
$19.4M - $23.4M
1.09M $29.2M
Oct 19, 2022 Q3 2022
Evensky & Katz LLC

BUY
 -
847K
+ 273.88%
$16.1M - $19.5M
1.16M $30.9M
Oct 13, 2022 Q3 2022
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
627K
New
$11.9M - $14.5M
627K $16.8M
Oct 18, 2022 Q3 2022
Relaxing Retirement Coach

BUY
 -
530K
+ 81.09%
$10.1M - $12.2M
1.18M $31.7M
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
478K
New
$9.11M - $11M
478K $12.8M
Nov 14, 2022 Q3 2022
Stordahl Capital Management, Inc.

BUY
 -
445K
+ 79.95%
$8.49M - $10.3M
1M $26.8M
Jul 20, 2023 Q3 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
362K
+ 366.17%
$6.9M - $8.36M
461K $12.3M
Jul 28, 2023 Q3 2022
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
317K
+ 2816.88%
$6.05M - $7.32M
329K $8.79M
Oct 21, 2022 Q3 2022
Gemmer Asset Management LLC

BUY
 -
316K
New
$6.01M - $7.28M
316K $8.44M
Nov 09, 2022 Q3 2022
Brighton Jones LLC

BUY
 -
233K
New
$4.43M - $5.37M
233K $6.23M
Nov 08, 2022 Q3 2022
Phillips Financial Management, LLC

BUY
 -
223K
New
$4.24M - $5.14M
223K $5.96M
Oct 13, 2022 Q3 2022
Forvis Wealth Advisors, LLC

BUY
 -
209K
+ 228.58%
$3.98M - $4.82M
300K $8.03M
Oct 28, 2022 Q3 2022
Bridgewater Advisors Inc.

BUY
 -
201K
+ 322.34%
$3.83M - $4.64M
264K $7.05M
Oct 25, 2022 Q3 2022
Pb Mares Wealth Management LLC

BUY
 -
160K
+ 724.69%
$3.05M - $3.7M
182K $4.88M
Oct 13, 2022 Q3 2022
Advisory Services & Investments, LLC

BUY
 -
147K
+ 29.06%
$2.79M - $3.38M
651K $17.4M
Nov 14, 2022 Q3 2022
Rs Crum Inc.

BUY
 -
138K
+ 1060.73%
$2.64M - $3.19M
152K $4.05M
Nov 14, 2022 Q3 2022
Commonwealth Equity Services, LLC

BUY
 -
135K
+ 310.51%
$2.56M - $3.1M
178K $4.76M
Nov 09, 2022 Q3 2022
Aveo Capital Partners, LLC

BUY
 -
130K
+ 40.3%
$2.47M - $2.99M
451K $12.1M
Nov 15, 2022 Q3 2022
Burney CO

Reston, VA
BUY
 -
121K
+ 75.34%
$2.31M - $2.8M
282K $7.55M
Oct 25, 2022 Q3 2022
Applied Capital LLC

BUY
 -
120K
+ 82.33%
$2.28M - $2.77M
265K $7.1M
Nov 08, 2022 Q3 2022
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
118K
New
$2.25M - $2.73M
118K $3.16M
Nov 07, 2022 Q3 2022
Steward Financial Group LLC

BUY
 -
113K
+ 98.84%
$2.16M - $2.61M
228K $6.09M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
113K
+ 290.67%
$2.15M - $2.6M
151K $4.05M
Nov 04, 2022 Q3 2022
Triad Financial Advisors, Inc.

Greensboro, NC
BUY
 -
112K
+ 235.62%
$2.14M - $2.59M
160K $4.28M
Nov 09, 2022 Q3 2022
Sc&H Financial Advisors, Inc.

Sparks, MD
BUY
 -
105K
+ 134.73%
$1.99M - $2.42M
182K $4.88M
Nov 02, 2022 Q3 2022
Greenspring Advisors, LLC

BUY
 -
102K
New
$1.94M - $2.35M
102K $2.73M
Nov 09, 2022 Q3 2022
American Investment Services, Inc.

BUY
 -
102K
+ 163.5%
$1.94M - $2.35M
164K $4.39M
Oct 27, 2022 Q3 2022
Pinnacle Financial Group, LLC

BUY
 -
89.3K
+ 91.36%
$1.7M - $2.06M
187K $5M
Nov 07, 2022 Q3 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
88.1K
+ 57.34%
$1.68M - $2.03M
242K $6.47M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
83.1K
+ 7.1%
$1.58M - $1.92M
1.25M $33.5M
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
82K
+ 5.05%
$1.56M - $1.89M
1.7M $45.6M
Oct 25, 2022 Q3 2022
Live Oak Private Wealth LLC

BUY
 -
76.9K
New
$1.46M - $1.77M
76.9K $2.06M
Oct 12, 2022 Q3 2022
Evanson Asset Management, LLC

BUY
 -
72.6K
New
$1.38M - $1.67M
72.6K $1.94M
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
70.3K
+ 6.94%
$1.34M - $1.62M
1.08M $29M
Nov 08, 2022 Q3 2022
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
66.4K
+ 38.47%
$1.26M - $1.53M
239K $6.39M
Nov 14, 2022 Q3 2022
Rather & Kittrell, Inc.

Knoxville, TN
BUY
 -
63.9K
New
$1.22M - $1.47M
63.9K $1.71M
Nov 01, 2022 Q3 2022
Kestra Advisory Services, LLC

BUY
 -
60.8K
New
$1.16M - $1.4M
60.8K $1.63M
Nov 14, 2022 Q3 2022
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
60.3K
New
$1.15M - $1.39M
60.3K $1.61M
Oct 21, 2022 Q3 2022
Straight Path Wealth Management

BUY
 -
57.3K
+ 101.33%
$1.09M - $1.32M
114K $3.05M
Oct 26, 2022 Q3 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
55K
+ 35.61%
$1.05M - $1.27M
209K $5.6M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
44.3K
New
$844K - $1.02M
44.3K $1.19M
Oct 12, 2022 Q3 2022
Soundmark Wealth Management, LLC

BUY
 -
43.4K
+ 171.37%
$827K - $1M
68.8K $1.84M

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