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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
BUY
|
- |
16.4K+ 4.82% |
$380K - $412K
|
356K
$9.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
16K+ 8.37% |
$372K - $403K
|
207K
$5.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.7K+ 13.65% |
$364K - $394K
|
130K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
15.5K+ 24.2% |
$361K - $390K
|
79.6K
$2.09M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
15.2KNew |
$353K - $382K
|
15.2K
$399K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14.5K+ 50.12% |
$337K - $365K
|
43.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
13.9KNew |
$323K - $349K
|
13.9K
$365K
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
13.8K+ 1.18% |
$321K - $348K
|
1.18M
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
13.8KNew |
$321K - $347K
|
13.8K
$362K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
13.5KNew |
$315K - $341K
|
13.5K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.1KNew |
$305K - $331K
|
13.1K
$345K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.1K+ 4.13% |
$304K - $330K
|
330K
$8.67M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
13K+ 5.45% |
$303K - $328K
|
252K
$6.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13K+ 10.55% |
$302K - $327K
|
136K
$3.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$279K - $302K
|
12K
$315K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.9KNew |
$276K - $299K
|
11.9K
$312K
|
|
|
Jul 03, 2024
Q3 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
11.7K+ 5.75% |
$272K - $294K
|
215K
$5.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
10.3KNew |
$240K - $260K
|
10.3K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
10K+ 6.06% |
$233K - $252K
|
175K
$4.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
9.86KNew |
$229K - $248K
|
9.86K
$259K
|
|
|
Oct 10, 2023
Q3 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
9.62K+ 1.34% |
$224K - $242K
|
728K
$19.1M
|
|
|
Nov 16, 2023
Q3 2023
|
Schubert & CO
|
BUY
|
- |
9.48K+ 25.0% |
$220K - $239K
|
47.4K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.2K+ 5.59% |
$214K - $232K
|
174K
$4.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
9.13K+ 249.71% |
$212K - $230K
|
12.8K
$336K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
8.81K+ 4.2% |
$205K - $222K
|
219K
$5.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.79K+ 34.0% |
$204K - $221K
|
34.7K
$910K
|
|
|
Oct 26, 2023
Q3 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.79K+ 4.01% |
$204K - $221K
|
228K
$5.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.73K+ 34.1% |
$203K - $220K
|
34.3K
$902K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8.5K+ 40.97% |
$198K - $214K
|
29.2K
$768K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.23K+ 1.54% |
$191K - $207K
|
543K
$14.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6.41K+ 4.98% |
$149K - $161K
|
135K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6.37K+ 123.62% |
$148K - $160K
|
11.5K
$303K
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
6.19K+ 23.24% |
$144K - $156K
|
32.8K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.11K+ 22.95% |
$142K - $154K
|
32.7K
$859K
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
5.84K+ 2.48% |
$136K - $147K
|
242K
$6.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.5K+ 6.88% |
$128K - $138K
|
85.4K
$2.24M
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
5.48K+ 18.88% |
$127K - $138K
|
34.5K
$905K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.66K+ 2.17% |
$108K - $117K
|
219K
$5.76M
|
|
|
Sep 25, 2024
Q3 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.48K+ 1.34% |
$104K - $113K
|
338K
$8.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.13K+ 4.1% |
$95.9K - $104K
|
105K
$2.75M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.75K+ 3.47% |
$87.3K - $94.5K
|
112K
$2.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.47K+ 17.08% |
$80.7K - $87.3K
|
23.8K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.38K+ 1.55% |
$78.6K - $85K
|
222K
$5.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
3.17K+ 10.99% |
$73.6K - $79.7K
|
32K
$840K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.52K+ 1.54% |
$58.7K - $63.5K
|
166K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.34K+ 0.48% |
$54.3K - $58.8K
|
493K
$12.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.2K+ 9.45% |
$51.2K - $55.4K
|
25.5K
$670K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.04KNew |
$47.4K - $51.3K
|
2.04K
$53.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$46.4K - $50.2K
|
2K
$52.4K
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.97K+ 5.85% |
$45.8K - $49.5K
|
35.6K
$935K
|