Purchases and Sales Made in Q4 2023 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2023. 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, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.22K+ 6.24% |
$49.3K - $56.9K
|
37.8K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2K+ 1.15% |
$44.4K - $51.2K
|
176K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.99K+ 368.83% |
$44.1K - $50.9K
|
2.53K
$67.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.83K+ 13.15% |
$40.5K - $46.7K
|
15.7K
$421K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.76K+ 10.73% |
$39K - $45K
|
18.2K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.41KNew |
$31.3K - $36.1K
|
1.41K
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.41K+ 2.49% |
$31.3K - $36K
|
58K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.33K+ 9.71% |
$29.5K - $34.1K
|
15.1K
$404K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
1.18K+ 0.33% |
$26.2K - $30.3K
|
357K
$9.58M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.12KNew |
$24.8K - $28.6K
|
1.12K
$30K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.1K+ 3.35% |
$24.4K - $28.1K
|
33.9K
$910K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.06K+ 0.65% |
$23.5K - $27.1K
|
165K
$4.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1K+ 22.4% |
$22.3K - $25.7K
|
5.49K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
712New |
$15.8K - $18.2K
|
712
$19.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
694+ 0.81% |
$15.4K - $17.8K
|
86.5K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
668+ 6.46% |
$14.8K - $17.1K
|
11K
$295K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
630New |
$14K - $16.1K
|
630
$16.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
417New |
$9.25K - $10.7K
|
417
$11.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$8.65K - $9.98K
|
390
$10.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
318+ 0.6% |
$7.05K - $8.13K
|
53.1K
$1.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
313New |
$6.94K - $8.01K
|
313
$8.39K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
300+ 2.17% |
$6.65K - $7.67K
|
14.1K
$378K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
269+ 0.16% |
$5.97K - $6.88K
|
173K
$4.63M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
262New |
$5.81K - $6.7K
|
262
$7.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
151+ 1.02% |
$3.35K - $3.86K
|
14.9K
$401K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
149+ 1.61% |
$3.3K - $3.81K
|
9.39K
$252K
|
|
|
Jan 22, 2024
Q4 2023
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
140+ 0.63% |
$3.11K - $3.58K
|
22.5K
$602K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
61+ 1.22% |
$1.35K - $1.56K
|
5.05K
$135K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
16+ 0.6% |
$355 - $409
|
2.68K
$71.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 1.7% |
$288 - $333
|
777
$20.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
BUY
|
- |
12+ 0.03% |
$266 - $307
|
47.4K
$1.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 0.68% |
$133 - $153
|
888
$23.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1New |
$22.2 - $25.6
|
1
$26.8
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 0.11% |
$333 - $384
|
13.1K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-16- 0.19% |
$355 - $409
|
8.36K
$224K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-17- 0.83% |
$377 - $435
|
2.02K
$54.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-76- 0.09% |
$1.69K - $1.94K
|
83.8K
$2.25M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-129- 0.77% |
$2.86K - $3.3K
|
16.7K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-159- 0.78% |
$3.53K - $4.07K
|
20.2K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-164- 6.58% |
$3.64K - $4.2K
|
2.33K
$62.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 8.82% |
$6.65K - $7.67K
|
3.1K
$83.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-448- 4.48% |
$9.94K - $11.5K
|
9.55K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-494- 0.89% |
$11K - $12.6K
|
55K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-542- 3.03% |
$12K - $13.9K
|
17.4K
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-644- 40.97% |
$14.3K - $16.5K
|
928
$24.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-646- 2.02% |
$14.3K - $16.5K
|
31.3K
$840K
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-848- 1.19% |
$18.8K - $21.7K
|
70.6K
$1.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-876- 0.18% |
$19.4K - $22.4K
|
492K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-937- 0.28% |
$20.8K - $24K
|
329K
$8.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 1.04% |
$27.5K - $31.8K
|
119K
$3.18M
|