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 06, 2024
Q4 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
157K+ 11.89% |
$3.48M - $4.01M
|
1.48M
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
157K+ 11.89% |
$3.48M - $4.01M
|
1.48M
$38.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
151K+ 143.53% |
$3.36M - $3.87M
|
257K
$6.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
151K+ 45.61% |
$3.34M - $3.85M
|
481K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
147K+ 45.57% |
$3.27M - $3.77M
|
471K
$12.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
146K+ 105.5% |
$3.25M - $3.75M
|
285K
$7.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
139K+ 22.52% |
$3.07M - $3.54M
|
754K
$19.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
128KNew |
$2.84M - $3.27M
|
128K
$3.36M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
126K+ 10.61% |
$2.79M - $3.21M
|
1.31M
$34.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
124K+ 144.61% |
$2.76M - $3.18M
|
210K
$5.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 10.65% |
$2.65M - $3.05M
|
1.24M
$32.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
116K+ 11.9% |
$2.58M - $2.97M
|
1.09M
$28.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
115K+ 14.34% |
$2.56M - $2.95M
|
920K
$24.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
114K+ 44.07% |
$2.54M - $2.92M
|
374K
$9.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
112KNew |
$2.49M - $2.87M
|
112K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
110K+ 35.33% |
$2.44M - $2.82M
|
422K
$11.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
106K+ 10.68% |
$2.34M - $2.7M
|
1.1M
$28.8M
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
104K+ 11.03% |
$2.31M - $2.66M
|
1.05M
$27.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
103K+ 53.05% |
$2.28M - $2.63M
|
297K
$7.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
101K+ 5.88% |
$2.25M - $2.59M
|
1.82M
$47.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
100K+ 12.82% |
$2.23M - $2.57M
|
884K
$23.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
92.3K+ 11.09% |
$2.05M - $2.36M
|
924K
$24.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
89KNew |
$1.97M - $2.28M
|
89K
$2.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.5KNew |
$1.96M - $2.26M
|
88.5K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
88.2K+ 7.81% |
$1.96M - $2.26M
|
1.22M
$32M
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
84.1K+ 7.08% |
$1.86M - $2.15M
|
1.27M
$33.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
81K+ 1.5% |
$1.8M - $2.07M
|
5.47M
$144M
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
79.9K+ 18.05% |
$1.77M - $2.04M
|
522K
$13.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
75.3K+ 34.34% |
$1.67M - $1.93M
|
295K
$7.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
67.6K+ 76.56% |
$1.5M - $1.73M
|
156K
$4.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
67.2K+ 12.28% |
$1.49M - $1.72M
|
614K
$16.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66.4K+ 3.1% |
$1.47M - $1.7M
|
2.21M
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
65.3KNew |
$1.45M - $1.67M
|
65.3K
$1.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
64.5K+ 220.48% |
$1.43M - $1.65M
|
93.7K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
64K+ 24.06% |
$1.42M - $1.64M
|
330K
$8.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
60.1K+ 26.4% |
$1.33M - $1.54M
|
288K
$7.56M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
56.9K+ 17.05% |
$1.26M - $1.46M
|
391K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
56.9K+ 10.73% |
$1.26M - $1.45M
|
587K
$15.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
56.4KNew |
$1.25M - $1.44M
|
56.4K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.9K+ 128.17% |
$1.24M - $1.43M
|
99.5K
$2.61M
|
|
|
Jan 16, 2024
Q4 2023
|
Helen Stephens Group, LLC
|
BUY
|
- |
54.2K+ 12.7% |
$1.2M - $1.39M
|
481K
$12.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
54.1K+ 14.06% |
$1.2M - $1.38M
|
439K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
52.6K+ 19.61% |
$1.17M - $1.35M
|
321K
$8.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.3K+ 4.76% |
$1.16M - $1.34M
|
1.15M
$30.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
48.8K+ 1.45% |
$1.08M - $1.25M
|
3.41M
$89.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
47.6K+ 145.45% |
$1.06M - $1.22M
|
80.3K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
46.4K+ 21.38% |
$1.03M - $1.19M
|
263K
$6.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
46.1KNew |
$1.02M - $1.18M
|
46.1K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
43.2K+ 19.32% |
$959K - $1.11M
|
267K
$7.01M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
42.6K+ 6.98% |
$945K - $1.09M
|
653K
$17.2M
|