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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-576- 1.24% |
$23.7K - $25K
|
46K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-601- 17.54% |
$24.7K - $26K
|
2.83K
$119K
|
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-609- 1.74% |
$25.1K - $26.4K
|
34.4K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-664- 28.12% |
$27.3K - $28.8K
|
1.7K
$71.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 1.98% |
$27.9K - $29.3K
|
33.6K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 3.03% |
$49.2K - $51.8K
|
38.2K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.3K- 6.24% |
$53.4K - $56.3K
|
19.5K
$824K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.53K- 3.51% |
$62.9K - $66.2K
|
42K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 17.1% |
$73.1K - $77K
|
8.61K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 7.65% |
$76.6K - $80.6K
|
22.5K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.73K- 27.29% |
$113K - $118K
|
7.28K
$308K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.77K- 31.28% |
$114K - $120K
|
6.08K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.08K- 6.89% |
$127K - $134K
|
41.7K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 14.79% |
$133K - $141K
|
18.7K
$788K
|
|
|
Feb 10, 2025
Q4 2024
|
Elite Life Management LLC
Erie, PA |
SELL
|
- |
-3.52K- 14.73% |
$145K - $153K
|
20.4K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.71K- 42.04% |
$153K - $161K
|
5.12K
$216K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.98K- 12.18% |
$164K - $173K
|
28.7K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.01K- 11.83% |
$165K - $174K
|
29.9K
$1.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.25K- 4.78% |
$175K - $184K
|
84.7K
$3.57M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.49K- 19.92% |
$185K - $195K
|
18K
$762K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4.54K- 46.65% |
$187K - $197K
|
5.19K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.22K- 87.9% |
$215K - $226K
|
718
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.23K- 75.13% |
$215K - $226K
|
1.73K
$73K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.76K- 2.79% |
$237K - $250K
|
201K
$8.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-5.93K- 28.39% |
$244K - $257K
|
15K
$631K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.94K- 2.08% |
$245K - $258K
|
280K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 25.03% |
$273K - $288K
|
19.9K
$839K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.93K- 1.04% |
$285K - $300K
|
658K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.79K- 3.75% |
$321K - $338K
|
200K
$8.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-8.84K- 4.02% |
$364K - $383K
|
211K
$8.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-9.46K- 1.16% |
$389K - $410K
|
807K
$34.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 22.13% |
$422K - $444K
|
36K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 2.26% |
$430K - $453K
|
451K
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 58.17% |
$446K - $469K
|
7.78K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-11.4K- 39.57% |
$469K - $494K
|
17.4K
$735K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 27.98% |
$481K - $506K
|
30.1K
$1.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 16.36% |
$550K - $579K
|
68.3K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.7K- 55.3% |
$563K - $593K
|
11.1K
$467K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14K- 27.33% |
$578K - $609K
|
37.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.4K- 37.84% |
$592K - $623K
|
23.6K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.1K- 71.37% |
$661K - $696K
|
6.44K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20.3K- 13.26% |
$834K - $878K
|
133K
$5.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21.9K- 11.6% |
$903K - $950K
|
167K
$7.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.4K- 22.1% |
$964K - $1.01M
|
82.5K
$3.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26.6K- 3.35% |
$1.09M - $1.15M
|
768K
$32.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-31K- 82.29% |
$1.28M - $1.34M
|
6.67K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-41.8K- 10.51% |
$1.72M - $1.81M
|
356K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-54.5K- 41.88% |
$2.24M - $2.36M
|
75.6K
$3.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-54.8K- 23.98% |
$2.26M - $2.37M
|
174K
$7.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-55.4K- 53.65% |
$2.28M - $2.4M
|
47.9K
$2.02M
|