Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
3.9M+ 337.13% |
$74.3M - $89.8M
|
5.05M
$133M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.81M+ 3276.55% |
$72.6M - $87.7M
|
3.92M
$103M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.7M+ 154.24% |
$70.5M - $85.2M
|
6.1M
$160M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.27MNew |
$62.3M - $75.3M
|
3.27M
$85.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51MNew |
$47.8M - $57.8M
|
2.51M
$65.9M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.49MNew |
$47.5M - $57.4M
|
2.49M
$65.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.39MNew |
$45.5M - $55M
|
2.39M
$62.7M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.37M+ 15826.89% |
$45.2M - $54.7M
|
2.39M
$62.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
1.13MNew |
$21.5M - $26M
|
1.13M
$29.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.1MNew |
$21M - $25.3M
|
1.1M
$28.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
956KNew |
$18.2M - $22M
|
956K
$25.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
773KNew |
$14.7M - $17.8M
|
773K
$20.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
757K+ 63.93% |
$14.4M - $17.4M
|
1.94M
$51M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
747K+ 5276.26% |
$14.2M - $17.2M
|
761K
$20M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
651KNew |
$12.4M - $15M
|
651K
$17.1M
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
610KNew |
$11.6M - $14.1M
|
610K
$16M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600KNew |
$11.4M - $13.8M
|
600K
$15.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
567K+ 887.0% |
$10.8M - $13.1M
|
631K
$16.6M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
526K+ 113.93% |
$10M - $12.1M
|
987K
$25.9M
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
499KNew |
$9.51M - $11.5M
|
499K
$13.1M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
490KNew |
$9.34M - $11.3M
|
490K
$12.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
356KNew |
$6.79M - $8.2M
|
356K
$9.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
356KNew |
$6.79M - $8.2M
|
356K
$9.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
350K+ 150.3% |
$6.67M - $8.06M
|
583K
$15.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
346K+ 11.95% |
$6.59M - $7.96M
|
3.24M
$85.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
319K+ 313.26% |
$6.08M - $7.35M
|
421K
$11.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
318K+ 178.7% |
$6.06M - $7.32M
|
496K
$13M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
289K+ 1950.66% |
$5.51M - $6.65M
|
304K
$7.98M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
282K+ 980.2% |
$5.38M - $6.5M
|
311K
$8.17M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
282KNew |
$5.38M - $6.5M
|
282K
$7.41M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
282KNew |
$5.37M - $6.49M
|
282K
$7.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
279KNew |
$5.31M - $6.42M
|
279K
$7.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
273K+ 119.68% |
$5.2M - $6.28M
|
500K
$13.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
255K+ 114.41% |
$4.86M - $5.87M
|
478K
$12.5M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
228K+ 150.44% |
$4.34M - $5.24M
|
379K
$9.95M
|
|
|
Feb 24, 2023
Q4 2022
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
227KNew |
$4.32M - $5.22M
|
227K
$5.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
214KNew |
$4.08M - $4.93M
|
214K
$5.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
212K+ 116.44% |
$4.05M - $4.89M
|
395K
$10.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
212KNew |
$4.04M - $4.88M
|
212K
$5.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
210K+ 43.94% |
$4.01M - $4.84M
|
688K
$18.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
204KNew |
$3.88M - $4.69M
|
204K
$5.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
201K+ 176.34% |
$3.83M - $4.63M
|
315K
$8.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Helen Stephens Group, LLC
|
BUY
|
- |
174K+ 660.97% |
$3.31M - $4.01M
|
200K
$5.26M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
172KNew |
$3.28M - $3.97M
|
172K
$4.52M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
170KNew |
$3.25M - $3.92M
|
170K
$4.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
165KNew |
$3.14M - $3.8M
|
165K
$4.33M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
165K+ 227.24% |
$3.14M - $3.8M
|
238K
$6.24M
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
161KNew |
$3.08M - $3.72M
|
161K
$4.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
159K+ 261.31% |
$3.03M - $3.66M
|
220K
$5.77M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
145K+ 14.55% |
$2.77M - $3.35M
|
1.14M
$30M
|