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 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
8.06K+ 86.88% |
$204K - $229K
|
17.3K
$455K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.02K+ 15.39% |
$203K - $228K
|
60.1K
$1.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.84K+ 5.97% |
$199K - $222K
|
139K
$3.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.62KNew |
$193K - $216K
|
7.62K
$200K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.36K+ 7.5% |
$187K - $209K
|
105K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
7.29K+ 6.37% |
$185K - $207K
|
122K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.23KNew |
$183K - $205K
|
7.23K
$190K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
6.94K+ 0.48% |
$176K - $197K
|
1.47M
$38.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.48K+ 13.33% |
$164K - $184K
|
55.1K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.24K+ 1.45% |
$158K - $177K
|
437K
$11.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.2K+ 39.56% |
$157K - $176K
|
21.9K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.73K+ 3.62% |
$145K - $163K
|
164K
$4.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 87.31% |
$142K - $159K
|
12.1K
$317K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.26K+ 11.9% |
$133K - $149K
|
49.4K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.17K+ 8.85% |
$131K - $147K
|
63.5K
$1.67M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.09K+ 1.24% |
$129K - $144K
|
414K
$10.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$127K - $142K
|
5K
$131K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.69K+ 0.7% |
$119K - $133K
|
678K
$17.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.64K+ 24.2% |
$118K - $132K
|
23.8K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.55K+ 4.85% |
$115K - $129K
|
98.3K
$2.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 13.23% |
$113K - $126K
|
38.1K
$1M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 2.45% |
$111K - $124K
|
183K
$4.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.29K+ 3.4% |
$109K - $122K
|
130K
$3.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05K+ 52.55% |
$103K - $115K
|
11.8K
$309K
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.05K+ 5.08% |
$103K - $115K
|
83.8K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.99K+ 7.55% |
$101K - $113K
|
56.8K
$1.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.95KNew |
$100K - $112K
|
3.95K
$104K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 2.92% |
$98.7K - $110K
|
137K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.49K+ 31.18% |
$88.4K - $98.9K
|
14.7K
$385K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.48K+ 1.53% |
$88.3K - $98.8K
|
231K
$6.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.32K+ 0.2% |
$84.3K - $94.3K
|
1.64M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.32K+ 0.2% |
$84.3K - $94.3K
|
1.64M
$43M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.3K+ 0.16% |
$83.8K - $93.7K
|
2.06M
$54M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.13K+ 4.19% |
$79.4K - $88.8K
|
77.9K
$2.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.08K+ 0.49% |
$78K - $87.2K
|
625K
$16.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.01K+ 9.04% |
$76.3K - $85.4K
|
36.3K
$953K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.69K+ 34.6% |
$68.2K - $76.3K
|
10.5K
$275K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.66K+ 7.73% |
$67.5K - $75.5K
|
37.1K
$974K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.6K+ 18.72% |
$66K - $73.9K
|
16.5K
$434K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.52K+ 10.03% |
$63.8K - $71.4K
|
27.6K
$725K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.45K+ 18.73% |
$62K - $69.4K
|
15.5K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.09K+ 9.11% |
$53K - $59.3K
|
25K
$658K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.02K+ 23.06% |
$51.2K - $57.3K
|
10.8K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.98K+ 0.97% |
$50.2K - $56.1K
|
206K
$5.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 22.02% |
$47.6K - $53.3K
|
10.4K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
1.86K+ 3.0% |
$47.2K - $52.8K
|
63.9K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.7K+ 2.26% |
$43.2K - $48.3K
|
77.2K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.56K+ 1.33% |
$39.7K - $44.4K
|
119K
$3.12M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 8.27% |
$33.9K - $37.9K
|
17.5K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.32K+ 10.23% |
$33.4K - $37.4K
|
14.2K
$373K
|