Purchases and Sales Made in Q4 2022 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
974New |
$18.6K - $22.4K
|
974
$25.2K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
964New |
$18.4K - $22.2K
|
964
$24.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
864New |
$16.5K - $19.9K
|
864
$22.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
BUY
|
- |
643+ 0.1% |
$12.3K - $14.8K
|
652K
$16.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
205+ 12.33% |
$3.91K - $4.72K
|
1.87K
$48.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
44New |
$839 - $1.01K
|
44
$1.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
14+ 0.54% |
$267 - $322
|
2.61K
$67.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-97- 8.83% |
$1.85K - $2.23K
|
1K
$25.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-150- 50.0% |
$2.86K - $3.45K
|
150
$3.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.82K- 24.35% |
$130K - $157K
|
21.2K
$548K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-7.73K- 24.26% |
$147K - $178K
|
24.1K
$624K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-10.8K- 13.2% |
$206K - $249K
|
71.2K
$1.84M
|
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-11.9K- 3.62% |
$227K - $274K
|
317K
$8.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-22.9K- 9.58% |
$436K - $527K
|
216K
$5.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-54.2K- 77.72% |
$1.03M - $1.25M
|
15.5K
$401K
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-68.4K- 25.94% |
$1.3M - $1.57M
|
195K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-171K- 7.96% |
$3.26M - $3.94M
|
1.98M
$51.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-554K- 74.19% |
$10.6M - $12.8M
|
193K
$4.99M
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-623K- 66.38% |
$11.9M - $14.3M
|
315K
$8.15M
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-956K- 82.44% |
$18.2M - $22M
|
204K
$5.26M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.29M- 32.85% |
$24.6M - $29.8M
|
2.64M
$68.3M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.49M- 99.33% |
$47.5M - $57.4M
|
16.8K
$434K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-2.6M- 99.58% |
$49.7M - $60M
|
11.1K
$286K
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-2.93M- 64.31% |
$55.8M - $67.4M
|
1.62M
$42M
|