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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
14.4K+ 35.2% |
$320K - $369K
|
55.4K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
13K+ 5.39% |
$289K - $333K
|
255K
$6.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$286K - $330K
|
12.9K
$339K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
12.4K+ 1.93% |
$275K - $317K
|
655K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
12.4K+ 1.93% |
$275K - $317K
|
655K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 102.33% |
$272K - $314K
|
24.3K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1K+ 3.54% |
$268K - $309K
|
353K
$9.27M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11.8KNew |
$262K - $302K
|
11.8K
$310K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$237K - $274K
|
10.7K
$281K
|
|
|
Oct 15, 2024
Q4 2023
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.6K+ 30.78% |
$235K - $271K
|
45.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
10.5K+ 422.89% |
$234K - $270K
|
13K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.68K+ 18.73% |
$215K - $248K
|
61.4K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.51K+ 6.1% |
$211K - $243K
|
165K
$4.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.49KNew |
$210K - $243K
|
9.49K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.48K+ 6.97% |
$210K - $242K
|
145K
$3.82M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
9.44K+ 656.99% |
$209K - $242K
|
10.9K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.3KNew |
$206K - $238K
|
9.3K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9.16KNew |
$203K - $234K
|
9.16K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.85KNew |
$196K - $226K
|
8.85K
$232K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.71KNew |
$193K - $223K
|
8.71K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
8.66K+ 8.28% |
$192K - $221K
|
113K
$2.97M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
8.6K+ 87.23% |
$191K - $220K
|
18.5K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
8.6K+ 14.5% |
$191K - $220K
|
67.9K
$1.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.38KNew |
$186K - $214K
|
8.38K
$220K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8.33K+ 492.03% |
$185K - $213K
|
10K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.31KNew |
$184K - $213K
|
8.31K
$218K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.31K+ 10.68% |
$184K - $213K
|
86.1K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.29K+ 9.7% |
$184K - $212K
|
93.7K
$2.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
7.93K+ 26.61% |
$176K - $203K
|
37.7K
$991K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.88KNew |
$175K - $202K
|
7.88K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.56K+ 3.8% |
$168K - $193K
|
206K
$5.42M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.55K+ 13.61% |
$167K - $193K
|
63K
$1.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
6.86K+ 3.31% |
$152K - $176K
|
214K
$5.62M
|
|
|
Jul 03, 2024
Q4 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
6.86K+ 3.2% |
$152K - $175K
|
221K
$5.82M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.63K+ 127.48% |
$147K - $170K
|
11.8K
$311K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
6.53K+ 4.21% |
$145K - $167K
|
162K
$4.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.52K+ 25.54% |
$145K - $167K
|
32K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
5.87K+ 1.69% |
$130K - $150K
|
353K
$9.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
5.8KNew |
$129K - $148K
|
5.8K
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
4.91K+ 3.63% |
$109K - $126K
|
140K
$3.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.74K+ 4.23% |
$105K - $121K
|
117K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.5K+ 20.75% |
$99.7K - $115K
|
26.2K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.27K+ 5.18% |
$94.6K - $109K
|
86.6K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.2K+ 29.26% |
$93.2K - $107K
|
18.6K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 2.8% |
$82.1K - $94.6K
|
136K
$3.56M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.84K+ 291.27% |
$62.9K - $72.6K
|
3.81K
$100K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.57K+ 20.1% |
$57K - $65.7K
|
15.4K
$403K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$52.4K - $60.4K
|
2.36K
$62K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.34K+ 15.42% |
$51.9K - $59.9K
|
17.5K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23KNew |
$49.5K - $57.1K
|
2.23K
$58.6K
|