Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 2024. 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 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.6K+ 1.38% |
$1.59M - $1.78M
|
4.62M
$121M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
60.3K+ 4.19% |
$1.53M - $1.71M
|
1.5M
$39.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
59.6K+ 38.49% |
$1.51M - $1.69M
|
215K
$5.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 4.73% |
$1.48M - $1.65M
|
1.29M
$33.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55.8KNew |
$1.41M - $1.58M
|
55.8K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
55.8KNew |
$1.41M - $1.58M
|
55.8K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.6K+ 355.02% |
$1.31M - $1.47M
|
66.2K
$1.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
51.5K+ 5.32% |
$1.3M - $1.46M
|
1.02M
$26.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.4KNew |
$1.3M - $1.46M
|
51.4K
$1.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
51K+ 18.74% |
$1.29M - $1.45M
|
323K
$8.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
50K+ 7.81% |
$1.27M - $1.42M
|
690K
$18.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
47.9K+ 5.61% |
$1.21M - $1.36M
|
901K
$23.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
47.8K+ 8.52% |
$1.21M - $1.36M
|
609K
$16M
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
BUY
|
- |
47.8K+ 2.2% |
$1.21M - $1.35M
|
2.21M
$58.1M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
46.5K+ 17.67% |
$1.18M - $1.32M
|
310K
$8.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
45.9KNew |
$1.16M - $1.3M
|
45.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45.6KNew |
$1.16M - $1.29M
|
45.6K
$1.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
43.7K+ 9.04% |
$1.11M - $1.24M
|
528K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
40.6K+ 141.53% |
$1.03M - $1.15M
|
69.3K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
39.5K+ 3.14% |
$1M - $1.12M
|
1.3M
$34.1M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38.4K+ 5.75% |
$973K - $1.09M
|
706K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
37.9K+ 49.26% |
$962K - $1.08M
|
115K
$3.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
37.9K+ 11.67% |
$961K - $1.08M
|
362K
$9.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
37.8K+ 3.85% |
$958K - $1.07M
|
1.02M
$26.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
37.7K+ 6.98% |
$957K - $1.07M
|
579K
$15.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
35.5KNew |
$901K - $1.01M
|
35.5K
$933K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35.5KNew |
$901K - $1.01M
|
35.5K
$933K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
33.9K+ 5.43% |
$861K - $963K
|
659K
$17.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
33.1K+ 9.83% |
$840K - $939K
|
370K
$9.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33.1K+ 2.86% |
$839K - $939K
|
1.19M
$31.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32.5KNew |
$824K - $922K
|
32.5K
$854K
|
|
|
Oct 07, 2024
Q3 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
30.9K+ 9.69% |
$784K - $877K
|
350K
$9.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
29.7K+ 9.21% |
$754K - $844K
|
353K
$9.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.5KNew |
$696K - $779K
|
27.5K
$721K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
27.2K+ 6.45% |
$691K - $773K
|
450K
$11.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
26.9K+ 2.92% |
$682K - $763K
|
946K
$24.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26.9K+ 9.04% |
$681K - $762K
|
324K
$8.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
26.1K+ 2.18% |
$662K - $741K
|
1.22M
$32.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
25.8K+ 4.71% |
$654K - $732K
|
574K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
25.7K+ 4.58% |
$652K - $730K
|
587K
$15.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
25.1K+ 9.06% |
$636K - $712K
|
302K
$7.93M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.6K+ 10.65% |
$624K - $698K
|
255K
$6.71M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.4KNew |
$618K - $691K
|
24.4K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
23.9K+ 2.16% |
$607K - $679K
|
1.13M
$29.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
23.2K+ 5.66% |
$588K - $658K
|
433K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
23K+ 0.97% |
$583K - $653K
|
2.4M
$63M
|
|
|
Oct 11, 2024
Q3 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
22.9K+ 4.41% |
$580K - $648K
|
541K
$14.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.6K+ 101.72% |
$572K - $640K
|
44.7K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.4K+ 17.0% |
$543K - $607K
|
147K
$3.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
20.7K+ 5.3% |
$524K - $587K
|
411K
$10.8M
|