Latest Institutional Transactions on Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Core Fxd In (DFCF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
242+ 2.45% |
$9.96K - $10.5K
|
10.1K
$427K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-116K- 91.48% |
$4.76M - $5.01M
|
10.8K
$455K
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
211KNew |
$8.67M - $9.13M
|
211K
$8.89M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20.2K+ 26.06% |
$831K - $875K
|
97.7K
$4.12M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
430KNew |
$17.7M - $18.6M
|
430K
$18.2M
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.63K+ 18.72% |
$108K - $114K
|
16.7K
$703K
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
17.2KNew |
$707K - $745K
|
17.2K
$726K
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
52KNew |
$2.14M - $2.25M
|
52K
$2.2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
93New |
$3.83K - $4.03K
|
93
$3.93K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.23K- 75.13% |
$215K - $226K
|
1.73K
$73K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
88.2K+ 11.64% |
$3.63M - $3.82M
|
846K
$35.7M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
17.4K+ 2.9% |
$718K - $756K
|
619K
$26.1M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.6K+ 20.37% |
$2.82M - $2.97M
|
405K
$17.1M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.4K+ 4.86% |
$98.7K - $104K
|
51.7K
$2.18M
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-8.84K- 4.02% |
$364K - $383K
|
211K
$8.9M
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
9.75K+ 10.53% |
$401K - $423K
|
102K
$4.32M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93.5K+ 23.45% |
$3.85M - $4.05M
|
492K
$20.8M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-7.79K- 3.75% |
$321K - $338K
|
200K
$8.44M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
32.3K+ 80.1% |
$1.33M - $1.4M
|
72.6K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.9K+ 8.58% |
$653K - $688K
|
201K
$8.48M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
73.5KNew |
$3.03M - $3.19M
|
73.5K
$3.1M
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-94- 9.93% |
$3.87K - $4.07K
|
853
$36K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-135- 4.32% |
$5.56K - $5.85K
|
2.99K
$126K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 15.38% |
$980K - $1.03M
|
178K
$7.54M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
13.6K+ 11.13% |
$559K - $588K
|
136K
$5.72M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59New |
$2.43K - $2.56K
|
59
$2.49K
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.49K+ 2.93% |
$144K - $151K
|
122K
$5.17M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
81.5K+ 4.38% |
$3.36M - $3.53M
|
1.94M
$82M
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
24.7K+ 56.43% |
$1.02M - $1.07M
|
68.4K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.06KNew |
$208K - $219K
|
5.06K
$213K
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3.24K- 14.79% |
$133K - $141K
|
18.7K
$788K
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
78.8KNew |
$3.24M - $3.42M
|
78.8K
$3.33M
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
195KNew |
$8.03M - $8.45M
|
195K
$8.23M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
335New |
$13.8K - $14.5K
|
335
$14.1K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.6K+ 1.6% |
$107K - $113K
|
165K
$6.97M
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
12K+ 4.84% |
$492K - $518K
|
259K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
450New |
$18.5K - $19.5K
|
450
$19K
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
154KNew |
$6.35M - $6.68M
|
154K
$6.51M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
670New |
$27.6K - $29K
|
670
$28.3K
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
39.1K+ 22.66% |
$1.61M - $1.69M
|
212K
$8.94M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-190K- 11.35% |
$7.84M - $8.25M
|
1.49M
$62.8M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-481K- 96.19% |
$19.8M - $20.8M
|
19K
$804K
|
|
Feb 14, 2025
Q4 2024
|
Graver Capital Management, LLC
Columbus, OH |
BUY
|
- |
207KNew |
$8.5M - $8.95M
|
207K
$8.72M
|
|
Feb 14, 2025
Q4 2024
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
281KNew |
$11.6M - $12.2M
|
281K
$11.9M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-601- 17.54% |
$24.7K - $26K
|
2.83K
$119K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
36.6K+ 98.95% |
$1.51M - $1.59M
|
73.5K
$3.11M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.69K+ 72.79% |
$69.4K - $73K
|
4K
$169K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24+ 0.29% |
$988 - $1.04K
|
8.3K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-14.4K- 37.84% |
$592K - $623K
|
23.6K
$996K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.4K- 22.1% |
$964K - $1.01M
|
82.5K
$3.48M
|