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
Nov 15, 2022 Q3 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
39.6K
New
$754K - $914K
39.6K $1.06M
Nov 09, 2022 Q3 2022
Chicago Partners Investment Group LLC

BUY
 -
39.5K
+ 96.84%
$752K - $911K
80.2K $2.15M
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
36.4K
New
$693K - $839K
36.4K $973K
Oct 17, 2022 Q3 2022
Waypoint Capital Advisors, LLC

BUY
 -
28.8K
New
$548K - $664K
28.8K $770K
Nov 14, 2022 Q3 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
28.6K
+ 69.71%
$545K - $660K
69.7K $1.86M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
21.9K
+ 7.77%
$417K - $505K
303K $8.12M
Nov 14, 2022 Q3 2022
Nwam LLC

Mercer Island, WA
BUY
 -
20.4K
New
$389K - $471K
20.4K $546K
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
18.4K
New
$351K - $425K
18.4K $493K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
15.4K
+ 71.23%
$293K - $355K
37K $989K
Oct 06, 2022 Q3 2022
Krilogy Financial LLC

BUY
 -
14.8K
New
$282K - $342K
14.8K $396K
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
14.3K
New
$273K - $331K
14.3K $384K
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
14.3K
New
$272K - $329K
14.3K $381K
Nov 14, 2022 Q3 2022
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
14K
+ 54.08%
$266K - $322K
39.8K $1.07M
Nov 14, 2022 Q3 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
13.8K
New
$263K - $319K
13.8K $370K
Nov 09, 2022 Q3 2022
Carson Allaria Wealth Management, Ltd.

BUY
 -
13.3K
New
$253K - $307K
13.3K $356K
Oct 31, 2022 Q3 2022
Willow Creek Wealth Management Inc.

Sebastopol, CA
BUY
 -
13.2K
New
$251K - $304K
13.2K $352K
Oct 18, 2022 Q3 2022
Planning Center, Inc.

BUY
 -
10.5K
New
$200K - $242K
10.5K $280K
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
10.4K
New
$197K - $239K
10.4K $277K
Nov 09, 2022 Q3 2022
Coyle Financial Counsel LLC

Glenview, IL
BUY
 -
7.03K
+ 0.95%
$134K - $162K
747K $20M
Oct 21, 2022 Q3 2022
Schubert & CO

BUY
 -
3.3K
+ 11.53%
$62.8K - $76K
31.9K $853K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
2.74K
+ 530.62%
$52.2K - $63.2K
3.25K $87K
Nov 10, 2022 Q3 2022
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
2.6K
New
$49.5K - $59.9K
2.6K $69.5K
Nov 08, 2022 Q3 2022
Tci Wealth Advisors, Inc.

BUY
 -
1.66K
New
$31.7K - $38.4K
1.66K $44.5K
Nov 14, 2022 Q3 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
1.1K
New
$20.9K - $25.4K
1.1K $29.4K
Nov 10, 2022 Q3 2022
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
700
+ 2.31%
$13.3K - $16.1K
31K $828K
Nov 14, 2022 Q3 2022
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
697
New
$13.3K - $16.1K
697 $18.6K
Nov 10, 2022 Q3 2022
Jackson Hole Capital Partners, LLC

BUY
 -
300
New
$5.72K - $6.92K
300 $8.03K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
192
+ 84.58%
$3.66K - $4.43K
419 $11.2K
Oct 14, 2022 Q3 2022
Disciplined Equity Management, Inc.

BUY
 -
40
+ 2.55%
$762 - $923
1.61K $43.1K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 07, 2022 Q3 2022
Global Trust Asset Management, LLC

SELL
 -
-175
- 6.31%
$3.33K - $4.04K
2.6K $69.6K
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-583
- 3.1%
$11.1K - $13.4K
18.2K $488K
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-583
- 3.1%
$11.1K - $13.4K
18.2K $488K
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

SELL
 -
-871
- 0.74%
$16.6K - $20.1K
116K $3.11M
Nov 14, 2022 Q3 2022
Resolute Financial, LLC

SELL
 -
-2.76K
- 8.97%
$52.5K - $63.6K
28K $749K
Oct 27, 2022 Q3 2022
Northwest Wealth Management, LLC

SELL
 -
-5.37K
- 16.05%
$102K - $124K
28.1K $752K
Aug 11, 2023 Q3 2022
Hill Investment Group Partners, LLC

St. Louis, MO
SELL
 -
-5.44K
- 0.54%
$104K - $126K
999K $26.7M
Oct 26, 2022 Q3 2022
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-7.54K
- 5.82%
$144K - $174K
122K $3.27M
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-17.9K
- 88.74%
$342K - $414K
2.28K $60.9K
Nov 14, 2022 Q3 2022
Cpwm, LLC

Seattle, WA
SELL
 -
-34.6K
- 40.48%
$660K - $799K
50.9K $1.36M
Oct 12, 2022 Q3 2022
Keudell

SELL
 -
-56.1K
- 8.36%
$1.07M - $1.3M
616K $16.5M
Oct 11, 2022 Q3 2022
Helen Stephens Group, LLC

SELL
 -
-75.8K
- 74.23%
$1.44M - $1.75M
26.3K $704K
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-144K
- 88.18%
$2.75M - $3.33M
19.3K $517K
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-144K
- 88.18%
$2.75M - $3.33M
19.3K $517K
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
SELL
 -
-187K
- 92.95%
$3.56M - $4.31M
14.2K $379K
Oct 26, 2022 Q3 2022
Waypoint Wealth Partners Inc.

SELL
 -
-259K
- 52.27%
$4.93M - $5.97M
236K $6.32M
Nov 02, 2022 Q3 2022
Five Oceans Advisors

SELL
 -
-268K
- 76.55%
$5.1M - $6.18M
82.1K $2.19M
Oct 11, 2022 Q3 2022
Geometric Wealth Advisors

SELL
 -
-274K
- 93.96%
$5.21M - $6.31M
17.6K $471K
Nov 02, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-1.92M
- 94.78%
$36.6M - $44.3M
106K $2.83M

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