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
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
41.8KNew |
$928K - $1.07M
|
41.8K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
40.6K+ 4.75% |
$901K - $1.04M
|
896K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.1KNew |
$889K - $1.03M
|
40.1K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
39.9KNew |
$885K - $1.02M
|
39.9K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
39.8K+ 3.37% |
$884K - $1.02M
|
1.22M
$32.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
36.4K+ 3.72% |
$807K - $931K
|
1.01M
$26.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34.9K+ 80.36% |
$774K - $893K
|
78.3K
$2.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
34.7K+ 8.72% |
$770K - $888K
|
433K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
32.3KNew |
$716K - $825K
|
32.3K
$847K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
31.8KNew |
$704K - $812K
|
31.8K
$834K
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
31.3KNew |
$694K - $801K
|
31.3K
$822K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
30.9K+ 228.46% |
$686K - $791K
|
44.5K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
30.8KNew |
$683K - $788K
|
30.8K
$809K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
30.7KNew |
$681K - $785K
|
30.7K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
30.5KNew |
$675K - $779K
|
30.5K
$800K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
30.4K+ 18.3% |
$674K - $777K
|
196K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29.9K+ 1.89% |
$663K - $764K
|
1.61M
$42.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
28.9K+ 4.04% |
$640K - $738K
|
743K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
28.3KNew |
$628K - $724K
|
28.3K
$743K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
27.8K+ 3.82% |
$616K - $711K
|
755K
$19.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
27.3K+ 79.6% |
$606K - $699K
|
61.7K
$1.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
27.3K+ 5.55% |
$605K - $698K
|
519K
$13.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
26.5KNew |
$587K - $677K
|
26.5K
$695K
|
|
|
Feb 26, 2024
Q4 2023
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
25.7KNew |
$571K - $658K
|
25.7K
$676K
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
25.3KNew |
$561K - $647K
|
25.3K
$664K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
24.8KNew |
$550K - $634K
|
24.8K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
24.6K+ 32.01% |
$546K - $630K
|
102K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
22.3KNew |
$495K - $571K
|
22.3K
$586K
|
|
|
Sep 25, 2024
Q4 2023
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
21.5K+ 6.36% |
$477K - $550K
|
360K
$9.45M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
21.4K+ 97.5% |
$475K - $548K
|
43.4K
$1.14M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
21.1K+ 3.76% |
$468K - $540K
|
582K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
20.5KNew |
$455K - $525K
|
20.5K
$539K
|
|
|
Jan 17, 2024
Q4 2023
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
19.8K+ 12.34% |
$440K - $507K
|
181K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$439K - $506K
|
19.8K
$520K
|
|
|
Jan 23, 2024
Q4 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
19.2KNew |
$426K - $492K
|
19.2K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
18.6K+ 88.34% |
$413K - $476K
|
39.7K
$1.04M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
18.6K+ 42.47% |
$412K - $475K
|
62.3K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
18.1K+ 1.52% |
$402K - $464K
|
1.21M
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
17.6KNew |
$391K - $451K
|
17.6K
$463K
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
17.6K+ 6.96% |
$390K - $449K
|
270K
$7.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.5K+ 5.37% |
$388K - $447K
|
343K
$9.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
17KNew |
$377K - $435K
|
17K
$447K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.9K+ 2.65% |
$375K - $433K
|
655K
$17.2M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
16.3KNew |
$361K - $417K
|
16.3K
$428K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.8K+ 91.25% |
$351K - $405K
|
33.2K
$871K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.5K+ 2.86% |
$344K - $397K
|
559K
$14.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
15.4K+ 5.53% |
$341K - $393K
|
293K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
15.2K+ 7.69% |
$338K - $389K
|
213K
$5.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
14.8KNew |
$328K - $378K
|
14.8K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
BUY
|
- |
14.5KNew |
$322K - $371K
|
14.5K
$381K
|