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
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
469New |
$19.3K - $20.3K
|
469
$19.8K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
450New |
$18.5K - $19.5K
|
450
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
424+ 0.46% |
$17.5K - $18.4K
|
92.8K
$3.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
387+ 1.1% |
$15.9K - $16.8K
|
35.5K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
BUY
|
- |
362+ 4.71% |
$14.9K - $15.7K
|
8.06K
$340K
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
338+ 0.84% |
$13.9K - $14.6K
|
40.8K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
335New |
$13.8K - $14.5K
|
335
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
277+ 1.41% |
$11.4K - $12K
|
19.9K
$840K
|
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
242+ 2.45% |
$9.96K - $10.5K
|
10.1K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
216+ 2.57% |
$8.89K - $9.36K
|
8.62K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
208+ 1.58% |
$8.56K - $9.01K
|
13.4K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
208+ 0.17% |
$8.56K - $9.01K
|
123K
$5.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
176+ 1.41% |
$7.25K - $7.63K
|
12.7K
$536K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 6.95% |
$5.93K - $6.24K
|
2.22K
$93.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
134+ 4.24% |
$5.52K - $5.81K
|
3.29K
$139K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
132+ 2.07% |
$5.43K - $5.72K
|
6.5K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
122+ 125.77% |
$5.02K - $5.29K
|
219
$9.25K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
93New |
$3.83K - $4.03K
|
93
$3.93K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
92New |
$3.79K - $3.99K
|
92
$3.88K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
79+ 0.54% |
$3.25K - $3.42K
|
14.8K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
60New |
$2.47K - $2.6K
|
60
$2.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59New |
$2.43K - $2.56K
|
59
$2.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
54+ 0.77% |
$2.22K - $2.34K
|
7.09K
$299K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
45+ 0.32% |
$1.85K - $1.95K
|
14.2K
$600K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.67% |
$1.73K - $1.82K
|
6.34K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.29% |
$988 - $1.04K
|
8.3K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$741 - $780
|
20.3K
$858K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
11New |
$453 - $477
|
11
$464
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7+ 0.09% |
$288 - $303
|
7.72K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0+ 0.0% |
$0 - $0
|
3.44B
$145B
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1- 0.01% |
$41.2 - $43.3
|
12K
$505K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.1% |
$206 - $217
|
5.06K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16- 0.2% |
$659 - $693
|
8.05K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-51- 1.59% |
$2.1K - $2.21K
|
3.15K
$133K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 0.71% |
$2.35K - $2.47K
|
7.98K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65- 1.01% |
$2.68K - $2.82K
|
6.35K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-87- 12.12% |
$3.58K - $3.77K
|
631
$26.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-94- 9.93% |
$3.87K - $4.07K
|
853
$36K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-133- 2.58% |
$5.48K - $5.76K
|
5.03K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-135- 4.32% |
$5.56K - $5.85K
|
2.99K
$126K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-139- 0.05% |
$5.72K - $6.02K
|
282K
$11.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-164- 0.3% |
$6.75K - $7.11K
|
54.3K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-179- 0.37% |
$7.37K - $7.76K
|
48.9K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-200- 2.77% |
$8.23K - $8.67K
|
7.03K
$297K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-205- 0.92% |
$8.44K - $8.88K
|
22.1K
$933K
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-274- 0.11% |
$11.3K - $11.9K
|
241K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-309- 4.99% |
$12.7K - $13.4K
|
5.89K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-492- 1.77% |
$20.3K - $21.3K
|
27.3K
$1.15M
|