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 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.53K- 10.34% |
$58.8K - $63.7K
|
22K
$576K
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.43K- 0.35% |
$79.7K - $86.3K
|
976K
$25.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-4K- 40.0% |
$93K - $101K
|
6K
$158K
|
|
|
Nov 02, 2023
Q3 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5.17K- 1.43% |
$120K - $130K
|
356K
$9.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.65K- 11.75% |
$131K - $142K
|
42.4K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-6.11K- 7.88% |
$142K - $154K
|
71.5K
$1.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-6.51K- 16.09% |
$151K - $164K
|
33.9K
$891K
|
|
|
Oct 23, 2023
Q3 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.2K- 2.26% |
$167K - $181K
|
312K
$8.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-12.2K- 0.7% |
$284K - $308K
|
1.72M
$45.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18.9K- 1.72% |
$440K - $476K
|
1.08M
$28.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-19K- 8.81% |
$441K - $477K
|
196K
$5.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-20K- 1.05% |
$466K - $504K
|
1.89M
$49.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-21.1K- 80.21% |
$491K - $531K
|
5.2K
$137K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-22K- 1.77% |
$512K - $554K
|
1.22M
$32M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32.2K- 3.47% |
$748K - $810K
|
896K
$23.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-47.2K- 21.32% |
$1.1M - $1.19M
|
174K
$4.58M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-54.6KClosed |
$1.27M - $1.37M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-107K- 2.78% |
$2.49M - $2.69M
|
3.74M
$98.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-172K- 8.03% |
$4.01M - $4.34M
|
1.97M
$51.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-315K- 5.53% |
$7.33M - $7.93M
|
5.39M
$141M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-740K- 17.63% |
$17.2M - $18.6M
|
3.46M
$90.8M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.1M- 99.64% |
$25.5M - $27.6M
|
4.01K
$105K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.26M- 80.72% |
$99M - $107M
|
1.02M
$26.7M
|