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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
19.3KNew |
$368K - $444K
|
19.3K
$507K
|
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
19.1KNew |
$364K - $439K
|
19.1K
$501K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.9KNew |
$360K - $435K
|
18.9K
$496K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18KNew |
$342K - $413K
|
18K
$471K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
17.5K+ 6.19% |
$333K - $402K
|
300K
$7.87M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
17.4K+ 2503.3% |
$333K - $402K
|
18.1K
$476K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
17KNew |
$323K - $391K
|
17K
$445K
|
|
|
Jan 09, 2023
Q4 2022
|
Geometric Wealth Advisors
|
BUY
|
- |
16.3K+ 92.88% |
$312K - $376K
|
33.9K
$891K
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
16.3KNew |
$311K - $376K
|
16.3K
$429K
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
16KNew |
$306K - $369K
|
16K
$421K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15.9K+ 8.73% |
$304K - $367K
|
198K
$5.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
15.7KNew |
$299K - $362K
|
15.7K
$413K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
15.1KNew |
$289K - $349K
|
15.1K
$398K
|
|
|
Jan 13, 2023
Q4 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
14.7K+ 911.8% |
$280K - $338K
|
16.3K
$428K
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14KNew |
$268K - $323K
|
14K
$369K
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
13.7K+ 48.91% |
$262K - $316K
|
41.8K
$1.1M
|
|
|
Mar 14, 2023
Q4 2022
|
Awm Capital, LLC
|
BUY
|
- |
13.3K+ 0.96% |
$253K - $306K
|
1.4M
$36.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 121.79% |
$240K - $290K
|
23K
$603K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.6KNew |
$240K - $290K
|
12.6K
$331K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.1KNew |
$231K - $279K
|
12.1K
$318K
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
11.8KNew |
$226K - $273K
|
11.8K
$311K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
10.5K+ 1.78% |
$199K - $241K
|
598K
$15.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
10.3KNew |
$197K - $238K
|
10.3K
$271K
|
|
|
Jan 23, 2023
Q4 2022
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
10.2KNew |
$194K - $235K
|
10.2K
$268K
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.1KNew |
$192K - $232K
|
10.1K
$264K
|
|
|
Oct 15, 2024
Q4 2022
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
9.69KNew |
$185K - $223K
|
9.69K
$255K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.67K+ 3.19% |
$184K - $223K
|
313K
$8.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.37KNew |
$179K - $216K
|
9.37K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.29KNew |
$177K - $214K
|
9.29K
$244K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
8.06K+ 0.64% |
$154K - $186K
|
1.26M
$33.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.8K+ 27.54% |
$130K - $157K
|
31.5K
$827K
|
|
|
Feb 02, 2023
Q4 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
6.77K+ 3.23% |
$129K - $156K
|
216K
$5.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
6.7K+ 8.72% |
$128K - $154K
|
83.6K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
6.53K+ 10.82% |
$124K - $150K
|
66.8K
$1.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.22K+ 14.05% |
$119K - $143K
|
50.5K
$1.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
4.18KNew |
$79.7K - $96.3K
|
4.18K
$110K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
3.83K+ 0.35% |
$73.1K - $88.3K
|
1.09M
$28.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
3.66KNew |
$69.7K - $84.2K
|
3.66K
$96K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.27KNew |
$62.3K - $75.3K
|
3.27K
$85.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
3.05K+ 2.88% |
$58.1K - $70.2K
|
109K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.55KNew |
$48.6K - $58.8K
|
2.55K
$67K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
2.49KNew |
$47.5K - $57.3K
|
2.49K
$65.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.26KNew |
$43.1K - $52.1K
|
2.26K
$59.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.09K+ 10.25% |
$39.9K - $48.2K
|
22.5K
$591K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.97K+ 10.81% |
$37.6K - $45.4K
|
20.2K
$531K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.97K+ 10.81% |
$37.6K - $45.4K
|
20.2K
$531K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.46KNew |
$27.8K - $33.6K
|
1.46K
$38.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 40.57% |
$25.2K - $30.4K
|
4.57K
$120K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.2K+ 8.42% |
$22.9K - $27.7K
|
15.5K
$406K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.01KNew |
$19.2K - $23.2K
|
1.01K
$26.4K
|