Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q4 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
113K+ 4.23% |
$4.64M - $4.89M
|
2.77M
$117M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
103K+ 106.23% |
$4.24M - $4.46M
|
200K
$8.44M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
102K+ 124.2% |
$4.18M - $4.4M
|
183K
$7.74M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
98.2KNew |
$4.04M - $4.25M
|
98.2K
$4.14M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
96.6KNew |
$3.98M - $4.19M
|
96.6K
$4.08M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.5K+ 23.45% |
$3.85M - $4.05M
|
492K
$20.8M
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
91.3K+ 141.31% |
$3.76M - $3.96M
|
156K
$6.58M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
90.6K+ 6.89% |
$3.73M - $3.93M
|
1.41M
$59.4M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90.1K+ 6.95% |
$3.71M - $3.91M
|
1.39M
$58.6M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
89.1KNew |
$3.67M - $3.86M
|
89.1K
$3.76M
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
88.2K+ 11.64% |
$3.63M - $3.82M
|
846K
$35.7M
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
85.1K+ 18.98% |
$3.5M - $3.69M
|
534K
$22.5M
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
81.8K+ 1221.72% |
$3.37M - $3.55M
|
88.5K
$3.74M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
81.5K+ 4.38% |
$3.36M - $3.53M
|
1.94M
$82M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
80.6K+ 36.04% |
$3.32M - $3.49M
|
304K
$12.8M
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
78.8KNew |
$3.24M - $3.42M
|
78.8K
$3.33M
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
78.4K+ 9.38% |
$3.23M - $3.4M
|
914K
$38.6M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
76.9K+ 45.17% |
$3.17M - $3.33M
|
247K
$10.4M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73.5KNew |
$3.03M - $3.19M
|
73.5K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
71KNew |
$2.93M - $3.08M
|
71K
$3M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
70K+ 2.42% |
$2.88M - $3.04M
|
2.97M
$125M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.6K+ 20.37% |
$2.82M - $2.97M
|
405K
$17.1M
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
66K+ 65.74% |
$2.72M - $2.86M
|
166K
$7.02M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.3K+ 4.59% |
$2.57M - $2.7M
|
1.42M
$60M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.6K+ 16.86% |
$2.54M - $2.67M
|
427K
$18M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
57.8K+ 45.05% |
$2.38M - $2.51M
|
186K
$7.86M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
56.6K+ 10.73% |
$2.33M - $2.45M
|
584K
$24.7M
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
54.7K+ 9.69% |
$2.25M - $2.37M
|
619K
$26.1M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
53.9K+ 30.77% |
$2.22M - $2.34M
|
229K
$9.67M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52.9K+ 285.12% |
$2.18M - $2.29M
|
71.5K
$3.02M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
52.2K+ 13.57% |
$2.15M - $2.26M
|
436K
$18.4M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
52KNew |
$2.14M - $2.25M
|
52K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
50.8KNew |
$2.09M - $2.2M
|
50.8K
$2.14M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$2.05M - $2.15M
|
681K
$28.8M
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
49.4K+ 10.54% |
$2.03M - $2.14M
|
518K
$21.9M
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
48.3K+ 6.77% |
$1.99M - $2.09M
|
761K
$32.1M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.2K+ 3.45% |
$1.99M - $2.09M
|
1.45M
$61M
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
47.8K+ 9.17% |
$1.97M - $2.07M
|
569K
$24M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.8K+ 279.79% |
$1.89M - $1.99M
|
62.2K
$2.63M
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
45.6KNew |
$1.88M - $1.98M
|
45.6K
$1.93M
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
45.2K+ 5.38% |
$1.86M - $1.96M
|
886K
$37.4M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44.4K+ 6.62% |
$1.83M - $1.92M
|
715K
$30.2M
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
42.8K+ 111.31% |
$1.76M - $1.86M
|
81.3K
$3.43M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
40.4K+ 3.73% |
$1.66M - $1.75M
|
1.13M
$47.5M
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$1.71M
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
40.3K+ 8.08% |
$1.66M - $1.75M
|
540K
$22.8M
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
40.2K+ 34.25% |
$1.65M - $1.74M
|
157K
$6.65M
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
39.1K+ 22.66% |
$1.61M - $1.69M
|
212K
$8.94M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
37.9K+ 8.53% |
$1.56M - $1.64M
|
482K
$20.3M
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36.7K+ 4.12% |
$1.51M - $1.59M
|
926K
$39.1M
|