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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.41KNew |
$305K - $321K
|
7.41K
$308K
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
289KNew |
$11.9M - $12.5M
|
289K
$12M
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-87- 12.12% |
$3.58K - $3.77K
|
631
$26.2K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.12K+ 5.3% |
$46.2K - $48.6K
|
22.3K
$928K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 10.55% |
$84K - $88.5K
|
21.4K
$889K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-664- 28.12% |
$27.3K - $28.8K
|
1.7K
$70.6K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
633+ 9.74% |
$26.1K - $27.4K
|
7.14K
$297K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21.9K- 11.6% |
$903K - $950K
|
167K
$6.95M
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.3K+ 6.43% |
$753K - $793K
|
303K
$12.6M
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
437KNew |
$18M - $18.9M
|
437K
$18.2M
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
134K+ 264.21% |
$5.51M - $5.8M
|
184K
$7.67M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.38K+ 25.21% |
$56.9K - $59.9K
|
6.87K
$286K
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
9.14K+ 0.88% |
$376K - $396K
|
1.05M
$43.5M
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.37KNew |
$386K - $406K
|
9.37K
$390K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 5.27% |
$27.5K - $29K
|
13.4K
$556K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
96.6KNew |
$3.98M - $4.19M
|
96.6K
$4.02M
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
132+ 2.07% |
$5.43K - $5.72K
|
6.5K
$270K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.2K- 22.13% |
$422K - $444K
|
36K
$1.5M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5- 0.1% |
$206 - $217
|
5.06K
$210K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.86K- 7.65% |
$76.6K - $80.6K
|
22.5K
$934K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.6K+ 16.29% |
$1.47M - $1.54M
|
254K
$10.6M
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.1K+ 11.09% |
$951K - $1M
|
231K
$9.62M
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 2.26% |
$430K - $453K
|
451K
$18.8M
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$2.05M - $2.15M
|
681K
$28.3M
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
195KNew |
$8.02M - $8.44M
|
195K
$8.1M
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.85K+ 14.13% |
$76K - $80K
|
14.9K
$620K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36.7K+ 4.12% |
$1.51M - $1.59M
|
926K
$38.5M
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
28.2K+ 29.18% |
$1.16M - $1.22M
|
125K
$5.2M
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
102K+ 124.2% |
$4.18M - $4.4M
|
183K
$7.62M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.4K- 16.36% |
$550K - $579K
|
68.3K
$2.84M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 6.95% |
$5.93K - $6.24K
|
2.22K
$92.1K
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 2.1% |
$104K - $109K
|
122K
$5.08M
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
14.2KNew |
$585K - $615K
|
14.2K
$590K
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.8K+ 3.23% |
$239K - $251K
|
185K
$7.7M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-677- 1.98% |
$27.9K - $29.3K
|
33.6K
$1.4M
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
7.22KNew |
$297K - $313K
|
7.22K
$300K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
635+ 10.32% |
$26.1K - $27.5K
|
6.79K
$282K
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.96K+ 32.54% |
$287K - $302K
|
28.3K
$1.18M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
90.1K+ 6.95% |
$3.71M - $3.91M
|
1.39M
$57.7M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 10.1% |
$81.1K - $85.3K
|
21.5K
$893K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-16- 0.2% |
$659 - $693
|
8.05K
$335K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.09% |
$741 - $780
|
20.3K
$845K
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.91KNew |
$243K - $256K
|
5.91K
$246K
|
|
Jan 29, 2025
Q4 2024
|
David Wealth Management LLC
Fairfax, VA |
BUY
|
- |
156KNew |
$6.41M - $6.75M
|
156K
$6.48M
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
50.8KNew |
$2.09M - $2.2M
|
50.8K
$2.11M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
573+ 4.42% |
$23.6K - $24.8K
|
13.5K
$563K
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$1.68M
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
47.8K+ 9.17% |
$1.97M - $2.07M
|
569K
$23.7M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
117K+ 17.0% |
$4.8M - $5.06M
|
803K
$33.4M
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-3.08K- 6.89% |
$127K - $134K
|
41.7K
$1.73M
|