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 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.6K+ 98.95% |
$1.51M - $1.59M
|
73.5K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
35.9KNew |
$1.48M - $1.56M
|
35.9K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.6K+ 16.29% |
$1.47M - $1.54M
|
254K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
35.5K+ 15.92% |
$1.46M - $1.54M
|
258K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
34.8K+ 6.85% |
$1.43M - $1.51M
|
543K
$22.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
32.3K+ 80.1% |
$1.33M - $1.4M
|
72.6K
$3.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9KNew |
$1.32M - $1.38M
|
31.9K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
31.8K+ 34.95% |
$1.31M - $1.38M
|
123K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.9K+ 8.83% |
$1.23M - $1.29M
|
368K
$15.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
29.7KNew |
$1.22M - $1.29M
|
29.7K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29.1K+ 508.98% |
$1.2M - $1.26M
|
34.8K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
28.8K+ 19.15% |
$1.18M - $1.25M
|
179K
$7.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
28.2K+ 29.18% |
$1.16M - $1.22M
|
125K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
27.5K+ 12.87% |
$1.13M - $1.19M
|
241K
$10.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
26.2K+ 14.6% |
$1.08M - $1.14M
|
206K
$8.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
26.1KNew |
$1.08M - $1.13M
|
26.1K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
25.3KNew |
$1.04M - $1.1M
|
25.3K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.2KNew |
$1.04M - $1.09M
|
25.2K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.7K+ 56.43% |
$1.02M - $1.07M
|
68.4K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
24.3K+ 26.68% |
$1M - $1.05M
|
115K
$4.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 15.38% |
$980K - $1.03M
|
178K
$7.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.1K+ 11.09% |
$951K - $1M
|
231K
$9.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
22.8KNew |
$939K - $989K
|
22.8K
$963K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.7K+ 49.69% |
$933K - $982K
|
68.2K
$2.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9K+ 89.95% |
$902K - $949K
|
46.3K
$1.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.4K+ 4.69% |
$841K - $885K
|
456K
$19.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.3K+ 28.42% |
$837K - $881K
|
91.9K
$3.88M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2K+ 26.06% |
$831K - $875K
|
97.7K
$4.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 1.59% |
$809K - $852K
|
1.26M
$53.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.3K+ 6.43% |
$753K - $793K
|
303K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.2K+ 5.98% |
$750K - $790K
|
323K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.6K+ 15.64% |
$724K - $762K
|
130K
$5.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.4K+ 2.9% |
$718K - $756K
|
619K
$26.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
17.2KNew |
$707K - $745K
|
17.2K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 13.42% |
$693K - $729K
|
142K
$6.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.9K+ 27.32% |
$654K - $688K
|
74K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 8.58% |
$653K - $688K
|
201K
$8.48M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14.8K+ 6.71% |
$609K - $641K
|
235K
$9.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.4K+ 55.3% |
$593K - $625K
|
40.5K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
14.3K+ 5.76% |
$588K - $619K
|
262K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
14.2KNew |
$585K - $615K
|
14.2K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13.9K+ 75.03% |
$571K - $601K
|
32.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
13.6K+ 11.13% |
$559K - $588K
|
136K
$5.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12.4K+ 3.73% |
$511K - $538K
|
345K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
12K+ 156.27% |
$495K - $521K
|
19.7K
$833K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12K+ 4.84% |
$492K - $518K
|
259K
$10.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11.8K+ 3.46% |
$487K - $513K
|
354K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2KNew |
$462K - $486K
|
11.2K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
10.8KNew |
$446K - $470K
|
10.8K
$458K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4K+ 2.08% |
$430K - $453K
|
512K
$21.6M
|