Purchases and Sales Made in Q3 2023 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 2023. 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 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.04M+ 23.48% |
$70.8M - $76.6M
|
16M
$420M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.81M+ 19.93% |
$65.3M - $70.7M
|
16.9M
$444M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.14M+ 3046.06% |
$49.8M - $53.9M
|
2.21M
$58.1M
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.13M+ 19217.67% |
$49.5M - $53.6M
|
2.14M
$56.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.32MNew |
$30.7M - $33.2M
|
1.32M
$34.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
1.32MNew |
$30.7M - $33.2M
|
1.32M
$34.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
986K+ 6.95% |
$22.9M - $24.8M
|
15.2M
$398M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
855K+ 319.48% |
$19.9M - $21.5M
|
1.12M
$29.5M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
820KNew |
$19.1M - $20.7M
|
820K
$21.5M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
640K+ 20.04% |
$14.9M - $16.1M
|
3.83M
$101M
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
558K+ 129.26% |
$13M - $14M
|
990K
$26M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
380K+ 40.56% |
$8.84M - $9.57M
|
1.32M
$34.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
353K+ 21.38% |
$8.2M - $8.87M
|
2M
$52.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
302K+ 16.37% |
$7.01M - $7.59M
|
2.14M
$56.3M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
298K+ 22.53% |
$6.92M - $7.5M
|
1.62M
$42.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
281K+ 34.35% |
$6.53M - $7.07M
|
1.1M
$28.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
278KNew |
$6.46M - $6.99M
|
278K
$7.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
259KNew |
$6.02M - $6.52M
|
259K
$6.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
247K+ 44.28% |
$5.74M - $6.22M
|
805K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
245K+ 18.32% |
$5.7M - $6.17M
|
1.58M
$41.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Awm Capital, LLC
|
BUY
|
- |
225K+ 12.8% |
$5.22M - $5.65M
|
1.98M
$52M
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
215K+ 196.75% |
$4.99M - $5.4M
|
324K
$8.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
201K+ 21.68% |
$4.68M - $5.07M
|
1.13M
$29.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
198KNew |
$4.6M - $4.98M
|
198K
$5.2M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
185K+ 24.34% |
$4.3M - $4.65M
|
944K
$24.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
184K+ 18.36% |
$4.27M - $4.62M
|
1.18M
$31.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
164K+ 17.15% |
$3.81M - $4.13M
|
1.12M
$29.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
157K+ 23.4% |
$3.65M - $3.95M
|
828K
$21.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
BUY
|
- |
155K+ 73.91% |
$3.6M - $3.9M
|
364K
$9.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
137K+ 17.61% |
$3.19M - $3.45M
|
915K
$24M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
130K+ 40.73% |
$3.03M - $3.28M
|
450K
$11.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115K+ 53.0% |
$2.68M - $2.9M
|
333K
$8.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
114K+ 448.54% |
$2.64M - $2.86M
|
139K
$3.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
113K+ 13.1% |
$2.63M - $2.85M
|
976K
$25.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
110K+ 21.67% |
$2.55M - $2.76M
|
615K
$16.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
104K+ 387.55% |
$2.42M - $2.62M
|
131K
$3.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
101K+ 20.13% |
$2.34M - $2.54M
|
601K
$15.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
95.7K+ 147.06% |
$2.22M - $2.41M
|
161K
$4.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
95.2K+ 58.01% |
$2.21M - $2.4M
|
259K
$6.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
90.8K+ 12.26% |
$2.11M - $2.29M
|
832K
$21.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
90.1K+ 71.03% |
$2.09M - $2.27M
|
217K
$5.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
88.8K+ 37.49% |
$2.06M - $2.23M
|
326K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
88.3KNew |
$2.05M - $2.22M
|
88.3K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.5K+ 5.98% |
$2.04M - $2.2M
|
1.55M
$40.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
87.5K+ 28.19% |
$2.03M - $2.2M
|
398K
$10.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
86K+ 216.12% |
$2M - $2.16M
|
126K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
84K+ 15.29% |
$1.95M - $2.11M
|
633K
$16.6M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
83.2K+ 15.78% |
$1.93M - $2.09M
|
611K
$16M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
81.5K+ 32.28% |
$1.89M - $2.05M
|
334K
$8.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
76.5K+ 28.94% |
$1.78M - $1.93M
|
341K
$8.95M
|