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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
79+ 0.54% |
$3.25K - $3.42K
|
14.8K
$614K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20.3K- 13.26% |
$834K - $878K
|
133K
$5.5M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-309- 4.99% |
$12.7K - $13.4K
|
5.89K
$244K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-54.8K- 23.98% |
$2.26M - $2.37M
|
174K
$7.21M
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
28.8K+ 19.15% |
$1.18M - $1.25M
|
179K
$7.43M
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
183K+ 9.12% |
$7.52M - $7.91M
|
2.19M
$90.8M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.73K- 27.29% |
$113K - $118K
|
7.28K
$303K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-247K- 37.79% |
$10.2M - $10.7M
|
406K
$16.9M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.98K- 12.18% |
$164K - $173K
|
28.7K
$1.19M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-14K- 27.33% |
$578K - $609K
|
37.3K
$1.55M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 27.98% |
$481K - $506K
|
30.1K
$1.25M
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.01K- 11.83% |
$165K - $174K
|
29.9K
$1.24M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 0.71% |
$2.35K - $2.47K
|
7.98K
$331K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.2K+ 3.45% |
$1.99M - $2.09M
|
1.45M
$60.1M
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-5.76K- 2.79% |
$237K - $250K
|
201K
$8.35M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.3K+ 2.36% |
$426K - $448K
|
448K
$18.6M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.27K+ 23.19% |
$341K - $359K
|
43.9K
$1.82M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.49K- 19.92% |
$185K - $195K
|
18K
$749K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
151K+ 92.5% |
$6.2M - $6.53M
|
314K
$13M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 17.1% |
$73.1K - $77K
|
8.61K
$357K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
569+ 7.87% |
$23.4K - $24.7K
|
7.8K
$324K
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-205- 0.92% |
$8.44K - $8.88K
|
22.1K
$918K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 58.17% |
$446K - $469K
|
7.78K
$323K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
40.4K+ 3.73% |
$1.66M - $1.75M
|
1.13M
$46.7M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-41.8K- 10.51% |
$1.72M - $1.81M
|
356K
$14.8M
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
10.2K+ 4.06% |
$419K - $441K
|
261K
$10.8M
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11.8K+ 3.46% |
$487K - $513K
|
354K
$14.7M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.79K+ 5.1% |
$73.7K - $77.6K
|
36.9K
$1.53M
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.87K+ 1.33% |
$159K - $168K
|
296K
$12.3M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.94K- 2.08% |
$245K - $258K
|
280K
$11.6M
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.32K+ 36.32% |
$384K - $404K
|
35K
$1.45M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.1K+ 100.05% |
$415K - $437K
|
20.1K
$837K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-133- 2.58% |
$5.48K - $5.76K
|
5.03K
$209K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
78.4K+ 9.38% |
$3.23M - $3.4M
|
914K
$38M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.07K+ 21.36% |
$44.1K - $46.4K
|
6.08K
$253K
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
401K+ 19.27% |
$16.5M - $17.4M
|
2.48M
$103M
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.24K+ 37.19% |
$133K - $140K
|
11.9K
$496K
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
BUY
|
- |
54.7K+ 9.69% |
$2.25M - $2.37M
|
619K
$25.7M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.71K+ 6.54% |
$112K - $118K
|
44.2K
$1.83M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9K+ 89.95% |
$902K - $949K
|
46.3K
$1.92M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26.6K- 3.35% |
$1.09M - $1.15M
|
768K
$31.9M
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.1K- 71.37% |
$661K - $696K
|
6.44K
$267K
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 22.18% |
$89.5K - $94.2K
|
12K
$497K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-164- 0.3% |
$6.75K - $7.11K
|
54.3K
$2.26M
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.72K+ 2.02% |
$112K - $118K
|
137K
$5.7M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
52.2K+ 13.57% |
$2.15M - $2.26M
|
436K
$18.1M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.6K+ 16.23% |
$313K - $329K
|
54.4K
$2.26M
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
103K+ 106.23% |
$4.24M - $4.46M
|
200K
$8.31M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.59K+ 3.28% |
$271K - $286K
|
208K
$8.62M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
281K+ 17.26% |
$11.6M - $12.2M
|
1.91M
$79.3M
|