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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.9K+ 8.83% |
$1.23M - $1.29M
|
368K
$15.4M
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.29K+ 0.68% |
$52.9K - $55.7K
|
191K
$8.01M
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
405K+ 890.97% |
$16.7M - $17.6M
|
451K
$18.9M
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.12K+ 45.36% |
$170K - $179K
|
13.2K
$554K
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
48.3K+ 6.77% |
$1.99M - $2.09M
|
761K
$32M
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
29.7KNew |
$1.22M - $1.29M
|
29.7K
$1.25M
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
98.2KNew |
$4.04M - $4.25M
|
98.2K
$4.12M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.07K+ 1.28% |
$85.3K - $89.8K
|
163K
$6.86M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
4.95K+ 4.58% |
$204K - $215K
|
113K
$4.75M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 6.56% |
$136K - $143K
|
53.6K
$2.25M
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52.9K+ 285.12% |
$2.18M - $2.29M
|
71.5K
$3M
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29.1K+ 508.98% |
$1.2M - $1.26M
|
34.8K
$1.46M
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.68K+ 13.06% |
$69K - $72.6K
|
14.5K
$609K
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-141K- 10.46% |
$5.81M - $6.12M
|
1.21M
$50.8M
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.01K+ 4.08% |
$82.5K - $86.9K
|
51.1K
$2.15M
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-31K- 82.29% |
$1.28M - $1.34M
|
6.67K
$280K
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8.02K+ 22.51% |
$330K - $347K
|
43.6K
$1.83M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2K+ 3.25% |
$422K - $444K
|
325K
$13.7M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
26.2K+ 14.6% |
$1.08M - $1.14M
|
206K
$8.65M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-54.8K- 23.98% |
$2.26M - $2.37M
|
174K
$7.29M
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
690+ 12.01% |
$28.4K - $29.9K
|
6.43K
$270K
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12.4K+ 3.73% |
$511K - $538K
|
345K
$14.5M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-6.64K- 25.03% |
$273K - $288K
|
19.9K
$835K
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
42+ 0.67% |
$1.73K - $1.82K
|
6.34K
$266K
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-20.3K- 13.26% |
$834K - $878K
|
133K
$5.57M
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-309- 4.99% |
$12.7K - $13.4K
|
5.89K
$247K
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-247K- 37.79% |
$10.2M - $10.7M
|
406K
$17.1M
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.73K- 27.29% |
$113K - $118K
|
7.28K
$306K
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
183K+ 9.12% |
$7.52M - $7.91M
|
2.19M
$91.8M
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
28.8K+ 19.15% |
$1.18M - $1.25M
|
179K
$7.51M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-57- 0.71% |
$2.35K - $2.47K
|
7.98K
$335K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.2K+ 3.45% |
$1.99M - $2.09M
|
1.45M
$60.7M
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.3K+ 2.36% |
$426K - $448K
|
448K
$18.8M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.27K+ 23.19% |
$341K - $359K
|
43.9K
$1.85M
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.49K- 19.92% |
$185K - $195K
|
18K
$758K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
151K+ 92.5% |
$6.2M - $6.53M
|
314K
$13.2M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.78K- 17.1% |
$73.1K - $77K
|
8.61K
$361K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
569+ 7.87% |
$23.4K - $24.7K
|
7.8K
$327K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.8K- 58.17% |
$446K - $469K
|
7.78K
$327K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
40.4K+ 3.73% |
$1.66M - $1.75M
|
1.13M
$47.3M
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-41.8K- 10.51% |
$1.72M - $1.81M
|
356K
$15M
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
10.2K+ 4.06% |
$419K - $441K
|
261K
$11M
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.79K+ 5.1% |
$73.7K - $77.6K
|
36.9K
$1.55M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.94K- 2.08% |
$245K - $258K
|
280K
$11.8M
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.32K+ 36.32% |
$384K - $404K
|
35K
$1.47M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.1K+ 100.05% |
$415K - $437K
|
20.1K
$846K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
78.4K+ 9.38% |
$3.23M - $3.4M
|
914K
$38.4M
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.07K+ 21.36% |
$44.1K - $46.4K
|
6.08K
$255K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9K+ 89.95% |
$902K - $949K
|
46.3K
$1.94M
|