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
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.28K- 3.01% |
$28.4K - $32.7K
|
41.1K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.5K- 5.63% |
$33.2K - $38.3K
|
25.1K
$659K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.05K- 6.25% |
$45.5K - $52.4K
|
30.8K
$808K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.13K- 8.93% |
$47.1K - $54.4K
|
21.7K
$569K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.67K- 1.55% |
$59.2K - $68.3K
|
170K
$4.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.72KClosed |
$60.3K - $69.6K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.8K- 0.78% |
$62K - $71.5K
|
353K
$9.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.61K- 1.65% |
$80K - $92.3K
|
215K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.8K- 3.54% |
$84.4K - $97.3K
|
104K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.83K- 1.73% |
$84.9K - $97.9K
|
218K
$5.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-4.34K- 1.7% |
$96.2K - $111K
|
251K
$6.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-6.2K- 1.4% |
$138K - $159K
|
435K
$11.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.34K- 5.07% |
$141K - $162K
|
119K
$3.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.09K- 1.86% |
$202K - $233K
|
480K
$12.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-9.78K- 2.07% |
$217K - $250K
|
462K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.71% |
$222K - $256K
|
165K
$4.33M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-11.5K- 4.87% |
$255K - $294K
|
224K
$5.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.8K- 36.96% |
$284K - $328K
|
21.9K
$574K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-14.2K- 0.98% |
$315K - $363K
|
1.44M
$37.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-26.3K- 15.07% |
$583K - $672K
|
148K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-31K- 5.91% |
$688K - $794K
|
494K
$13M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-32.3K- 7.16% |
$715K - $825K
|
418K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-32.3K- 1.62% |
$718K - $827K
|
1.97M
$51.7M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38.3K- 4.67% |
$850K - $980K
|
782K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-38.5K- 2.04% |
$855K - $986K
|
1.86M
$48.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-103K- 78.75% |
$2.28M - $2.63M
|
27.7K
$728K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-105K- 8.63% |
$2.34M - $2.69M
|
1.11M
$29.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-147K- 7.44% |
$3.26M - $3.76M
|
1.83M
$48M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-161K- 71.63% |
$3.58M - $4.13M
|
64K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-208K- 9.42% |
$4.62M - $5.33M
|
2M
$52.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-212K- 19.66% |
$4.71M - $5.43M
|
867K
$22.8M
|
|
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-453K- 14.75% |
$10M - $11.6M
|
2.62M
$68.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.03M- 91.43% |
$22.8M - $26.2M
|
96.2K
$2.53M
|