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 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
1.96K+ 1.15% |
$45.6K - $49.4K
|
173K
$4.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.62K+ 1.37% |
$37.6K - $40.7K
|
120K
$3.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.51K+ 2.8% |
$35.1K - $38K
|
55.5K
$1.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.48K+ 7.83% |
$34.3K - $37.2K
|
20.3K
$534K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43KNew |
$33.2K - $36K
|
1.43K
$37.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.43K+ 46.79% |
$33.2K - $36K
|
4.48K
$118K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.24K+ 269.65% |
$28.7K - $31.1K
|
1.69K
$44.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13KNew |
$26.2K - $28.3K
|
1.13K
$29.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.09K+ 4.29% |
$25.4K - $27.5K
|
26.6K
$698K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
961+ 4.78% |
$22.3K - $24.2K
|
21.1K
$553K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
957New |
$22.3K - $24.1K
|
957
$25.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
821+ 0.35% |
$19.1K - $20.7K
|
236K
$6.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
800+ 30.77% |
$18.6K - $20.1K
|
3.4K
$89.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
768New |
$17.9K - $19.3K
|
768
$20.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
760+ 0.44% |
$17.7K - $19.1K
|
172K
$4.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
754+ 8.16% |
$17.5K - $19K
|
10K
$263K
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
511+ 0.61% |
$11.9K - $12.9K
|
83.8K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
504New |
$11.7K - $12.7K
|
504
$13.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
446+ 3.11% |
$10.4K - $11.2K
|
14.8K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
412+ 0.18% |
$9.58K - $10.4K
|
224K
$5.87M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
262New |
$6.09K - $6.59K
|
262
$6.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
229+ 10.12% |
$5.32K - $5.76K
|
2.49K
$65.4K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
179+ 0.32% |
$4.16K - $4.51K
|
55.4K
$1.46M
|
|
|
Oct 31, 2023
Q3 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
168+ 0.76% |
$3.91K - $4.23K
|
22.3K
$586K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$2.88K - $3.12K
|
124
$3.26K
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
122+ 0.75% |
$2.84K - $3.07K
|
16.4K
$430K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
118+ 1.43% |
$2.74K - $2.97K
|
8.38K
$220K
|
|
|
Oct 10, 2023
Q3 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
83+ 0.47% |
$1.93K - $2.09K
|
17.7K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
54+ 0.05% |
$1.26K - $1.36K
|
108K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
43New |
$1K - $1.08K
|
43
$1.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
40+ 0.24% |
$930 - $1.01K
|
16.4K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.76% |
$465 - $503
|
2.67K
$70K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
10+ 0.7% |
$233 - $252
|
1.44K
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8+ 1.51% |
$186 - $201
|
539
$14.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.68% |
$140 - $151
|
882
$23.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3+ 0.01% |
$69.8 - $75.5
|
41.9K
$1.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2+ 0.08% |
$46.5 - $50.3
|
2.49K
$65.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-42- 5.21% |
$977 - $1.06K
|
764
$20.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-50- 0.54% |
$1.16K - $1.26K
|
9.24K
$243K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-72- 0.14% |
$1.67K - $1.81K
|
52.8K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-126- 1.03% |
$2.93K - $3.17K
|
12.1K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-155- 0.89% |
$3.6K - $3.9K
|
17.2K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-495- 2.51% |
$11.5K - $12.5K
|
19.2K
$504K
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-670- 6.57% |
$15.6K - $16.9K
|
9.53K
$250K
|
|
|
Oct 20, 2023
Q3 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-671- 0.19% |
$15.6K - $16.9K
|
347K
$9.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-818- 1.24% |
$19K - $20.6K
|
65.4K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-839- 1.4% |
$19.5K - $21.1K
|
59.3K
$1.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.14K- 18.54% |
$26.4K - $28.6K
|
4.99K
$131K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.52K- 1.2% |
$35.4K - $38.3K
|
125K
$3.28M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.96K- 9.84% |
$45.5K - $49.2K
|
17.9K
$470K
|