Purchases and Sales Made in Q3 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-506- 0.63% |
$12.8K - $14.4K
|
79.6K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-579- 1.91% |
$14.7K - $16.4K
|
29.7K
$759K
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-591- 2.63% |
$15K - $16.8K
|
21.9K
$560K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-705- 1.09% |
$17.9K - $20K
|
64K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-720- 2.17% |
$18.3K - $20.4K
|
32.5K
$831K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-784- 1.88% |
$19.9K - $22.2K
|
41K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-787- 0.71% |
$20K - $22.3K
|
111K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 9.94% |
$25.3K - $28.3K
|
9.05K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.28K- 4.65% |
$32.3K - $36.2K
|
26.2K
$670K
|
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.21K- 10.02% |
$56K - $62.7K
|
19.8K
$508K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.22K- 0.38% |
$56.3K - $63K
|
589K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.34K- 12.91% |
$59.4K - $66.4K
|
15.8K
$404K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.5K- 6.81% |
$63.3K - $70.8K
|
34.1K
$873K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 3.27% |
$66.1K - $73.9K
|
77K
$1.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.63K- 0.35% |
$66.8K - $74.7K
|
759K
$19.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.64K- 7.27% |
$66.8K - $74.8K
|
33.6K
$860K
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.02K- 6.27% |
$102K - $114K
|
60.1K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.17K- 1.06% |
$106K - $118K
|
390K
$9.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.2K- 2.37% |
$107K - $119K
|
173K
$4.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.77K- 13.74% |
$121K - $135K
|
29.9K
$766K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.78K- 2.97% |
$121K - $135K
|
156K
$4M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.52K- 39.57% |
$140K - $157K
|
8.43K
$216K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-5.96K- 0.8% |
$151K - $169K
|
743K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.52K- 6.37% |
$165K - $185K
|
95.9K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 0.85% |
$187K - $209K
|
855K
$21.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-10.1K- 0.52% |
$256K - $286K
|
1.93M
$49.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10.2K- 31.15% |
$259K - $289K
|
22.5K
$577K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.7K- 22.0% |
$298K - $333K
|
41.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 1.75% |
$310K - $347K
|
687K
$17.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-12.6K- 0.63% |
$320K - $358K
|
1.97M
$50.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-13.4K- 68.74% |
$339K - $379K
|
6.07K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-13.5K- 3.67% |
$343K - $384K
|
355K
$9.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-13.6K- 2.64% |
$345K - $386K
|
502K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-13.8K- 20.3% |
$349K - $390K
|
54K
$1.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-17K- 3.82% |
$430K - $481K
|
427K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.4K- 7.39% |
$746K - $834K
|
368K
$9.43M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-32.9K- 4.76% |
$834K - $933K
|
658K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-33.8K- 74.49% |
$856K - $958K
|
11.6K
$296K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-34.4K- 0.96% |
$873K - $977K
|
3.56M
$91.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.8K- 2.83% |
$909K - $1.02M
|
1.23M
$31.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-45.9K- 5.84% |
$1.16M - $1.3M
|
739K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50.4K- 2.96% |
$1.28M - $1.43M
|
1.65M
$42.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-52.6K- 13.08% |
$1.33M - $1.49M
|
349K
$8.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96.8K- 64.48% |
$2.46M - $2.75M
|
53.3K
$1.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-104K- 23.94% |
$2.64M - $2.95M
|
331K
$8.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-170K- 11.11% |
$4.31M - $4.82M
|
1.36M
$34.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175K- 26.08% |
$4.45M - $4.98M
|
497K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-213K- 15.22% |
$5.39M - $6.03M
|
1.18M
$30.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-239K- 22.17% |
$6.05M - $6.77M
|
838K
$21.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-312K- 85.26% |
$7.91M - $8.85M
|
53.9K
$1.38M
|