Purchases and Sales Made in Q1 2023 in Dimensional ETF Tr Core Fxd In (DFCF)
This table provides information about the institutional ownership of Dimensional ETF Tr Core Fxd In (DFCF) during Q1 2023. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR CORE FXD IN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-581- 2.21% |
$24K - $25.1K
|
25.7K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-744- 1.88% |
$30.7K - $32.2K
|
38.7K
$1.61M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-758- 12.01% |
$31.3K - $32.8K
|
5.55K
$231K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-765- 1.92% |
$31.6K - $33.1K
|
39.1K
$1.62M
|
|
|
Apr 07, 2023
Q1 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-805- 1.44% |
$33.2K - $34.8K
|
54.9K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.02K- 45.27% |
$42.1K - $44.1K
|
1.23K
$51.2K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.13K- 14.29% |
$46.7K - $49K
|
6.79K
$282K
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 6.23% |
$56.4K - $59.1K
|
20.5K
$854K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.69K- 7.86% |
$69.5K - $72.9K
|
19.8K
$821K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.73KClosed |
$71.4K - $74.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.99K- 7.15% |
$82.1K - $86.1K
|
25.8K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-2.31K- 0.93% |
$95.4K - $100K
|
247K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-3.45K- 5.05% |
$142K - $149K
|
64.8K
$2.69M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.59K- 26.97% |
$189K - $199K
|
12.4K
$517K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-4.76K- 5.88% |
$196K - $206K
|
76.2K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-6.28K- 42.11% |
$259K - $272K
|
8.64K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.8K- 12.35% |
$281K - $294K
|
48.3K
$2.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-8.75K- 42.28% |
$361K - $379K
|
11.9K
$497K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-9.02K- 2.47% |
$372K - $390K
|
356K
$14.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-11.3K- 61.13% |
$468K - $491K
|
7.22K
$300K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-23.2K- 51.48% |
$958K - $1M
|
21.9K
$910K
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-23.6K- 20.4% |
$975K - $1.02M
|
92.3K
$3.83M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-37.5K- 39.43% |
$1.55M - $1.62M
|
57.6K
$2.39M
|
|
|
May 09, 2023
Q1 2023
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-53.2K- 76.26% |
$2.19M - $2.3M
|
16.6K
$688K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-53.5K- 95.23% |
$2.21M - $2.31M
|
2.68K
$111K
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-105K- 78.22% |
$4.34M - $4.55M
|
29.3K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112K- 77.22% |
$4.63M - $4.86M
|
33.1K
$1.38M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-123K- 99.36% |
$5.09M - $5.34M
|
800
$33.2K
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-245K- 38.64% |
$10.1M - $10.6M
|
389K
$16.2M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.24M- 19.68% |
$51.3M - $53.8M
|
5.08M
$211M
|