Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.23M+ 415.68% |
$93.8M - $108M
|
5.25M
$138M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
3.72MNew |
$82.4M - $95M
|
3.72M
$97.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.21M+ 20.08% |
$71.3M - $82.2M
|
19.2M
$505M
|
|
|
Feb 14, 2024
Q4 2023
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
2.79MNew |
$61.9M - $71.4M
|
2.79M
$73.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.66M+ 15.74% |
$59M - $68M
|
19.6M
$514M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.48MNew |
$32.7M - $37.7M
|
1.48M
$38.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1.44MNew |
$31.9M - $36.8M
|
1.44M
$37.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
974K+ 6.42% |
$21.6M - $24.9M
|
16.1M
$424M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
964K+ 25.74% |
$21.4M - $24.7M
|
4.71M
$124M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
881KNew |
$19.5M - $22.5M
|
881K
$23.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
845KNew |
$18.7M - $21.6M
|
845K
$22.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
835KNew |
$18.5M - $21.4M
|
835K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
783KNew |
$17.4M - $20M
|
783K
$20.6M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
738K+ 562.54% |
$16.4M - $18.9M
|
869K
$22.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
704KNew |
$15.6M - $18M
|
704K
$18.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
640KNew |
$14.2M - $16.4M
|
640K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
636K+ 245.76% |
$14.1M - $16.3M
|
895K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
611KNew |
$13.6M - $15.6M
|
611K
$16.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
605KNew |
$13.4M - $15.5M
|
605K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
581KNew |
$12.9M - $14.9M
|
581K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
555K+ 767.44% |
$12.3M - $14.2M
|
627K
$16.5M
|
|
|
Jun 06, 2024
Q4 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
491K+ 12.8% |
$10.9M - $12.6M
|
4.32M
$114M
|
|
|
Feb 09, 2024
Q4 2023
|
Awm Capital, LLC
|
BUY
|
- |
480K+ 24.26% |
$10.6M - $12.3M
|
2.46M
$64.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
480KNew |
$10.6M - $12.3M
|
480K
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
449K+ 142.59% |
$9.96M - $11.5M
|
764K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
444KNew |
$9.84M - $11.3M
|
444K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
428K+ 32.46% |
$9.49M - $10.9M
|
1.75M
$45.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
417KNew |
$9.26M - $10.7M
|
417K
$11M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
405K+ 44.32% |
$8.99M - $10.4M
|
1.32M
$34.7M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
403KNew |
$8.94M - $10.3M
|
403K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
396KNew |
$8.78M - $10.1M
|
396K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
389K+ 61.41% |
$8.63M - $9.95M
|
1.02M
$26.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
383KNew |
$8.49M - $9.79M
|
383K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
370K+ 882.81% |
$8.2M - $9.46M
|
412K
$10.8M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
360KNew |
$7.99M - $9.22M
|
360K
$9.46M
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
333KNew |
$7.38M - $8.52M
|
333K
$8.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
311K+ 45.55% |
$6.9M - $7.96M
|
995K
$26.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
307K+ 31.47% |
$6.82M - $7.86M
|
1.28M
$33.7M
|
|
|
Dec 17, 2024
Q4 2023
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
261KNew |
$5.8M - $6.69M
|
261K
$6.87M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
231KNew |
$5.12M - $5.9M
|
231K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
230K+ 38.26% |
$5.1M - $5.89M
|
832K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
228K+ 14.06% |
$5.05M - $5.83M
|
1.85M
$48.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
BUY
|
- |
227K+ 62.36% |
$5.04M - $5.81M
|
591K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
223K+ 89.17% |
$4.95M - $5.7M
|
473K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
220K+ 14.17% |
$4.88M - $5.63M
|
1.77M
$46.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
191KNew |
$4.24M - $4.89M
|
191K
$5.02M
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
178KNew |
$3.96M - $4.56M
|
178K
$4.69M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
173K+ 46.82% |
$3.84M - $4.43M
|
543K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
171K+ 136.02% |
$3.79M - $4.38M
|
297K
$7.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
162K+ 19.55% |
$3.59M - $4.14M
|
990K
$26M
|