Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.75KNew |
$188K - $202K
|
4.75K
$197K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.66KNew |
$184K - $198K
|
4.66K
$194K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
4.5K+ 6.32% |
$178K - $191K
|
75.7K
$3.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.4K+ 3.73% |
$174K - $187K
|
122K
$5.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.15K+ 12.95% |
$164K - $177K
|
36.2K
$1.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.1K+ 12.74% |
$162K - $174K
|
36.3K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.06K+ 20.76% |
$160K - $173K
|
23.6K
$982K
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
3.33K+ 3.95% |
$132K - $142K
|
87.6K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.2K+ 11.96% |
$127K - $136K
|
30K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.08K+ 40.67% |
$122K - $131K
|
10.6K
$442K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.94K+ 60.61% |
$116K - $125K
|
7.79K
$324K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.85KNew |
$113K - $121K
|
2.85K
$118K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.15K+ 3.99% |
$84.9K - $91.4K
|
56K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 3.69% |
$60.3K - $64.9K
|
42.8K
$1.78M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1.52K+ 0.21% |
$60K - $64.6K
|
732K
$30.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.48K+ 11.03% |
$58.5K - $63K
|
14.9K
$619K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.42K+ 7.38% |
$56K - $60.3K
|
20.6K
$857K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.36K+ 5.58% |
$53.8K - $57.9K
|
25.7K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.36KNew |
$53.6K - $57.7K
|
1.36K
$56.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.34K+ 3.71% |
$52.8K - $56.8K
|
37.4K
$1.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.3K+ 0.81% |
$51.5K - $55.4K
|
163K
$6.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.01K+ 20.14% |
$39.9K - $43K
|
6.03K
$250K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
992+ 337.41% |
$39.2K - $42.2K
|
1.29K
$53.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Applied Capital LLC
|
BUY
|
- |
981+ 1.09% |
$38.8K - $41.7K
|
91.1K
$3.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
898+ 1.0% |
$35.5K - $38.2K
|
90.3K
$3.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
890New |
$35.2K - $37.9K
|
890
$37K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
737+ 43.15% |
$29.1K - $31.4K
|
2.45K
$102K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
724New |
$28.6K - $30.8K
|
724
$30.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
699+ 453.9% |
$27.6K - $29.7K
|
853
$35.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
685New |
$27.1K - $29.1K
|
685
$28.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
626New |
$24.7K - $26.6K
|
626
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
537New |
$21.2K - $22.8K
|
537
$22.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
528+ 0.93% |
$20.9K - $22.5K
|
57.5K
$2.39M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
495+ 8.88% |
$19.6K - $21.1K
|
6.07K
$252K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
470+ 9.04% |
$18.6K - $20K
|
5.67K
$236K
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
374+ 1.78% |
$14.8K - $15.9K
|
21.4K
$887K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
342+ 0.91% |
$13.5K - $14.5K
|
37.9K
$1.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
306+ 2.33% |
$12.1K - $13K
|
13.5K
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
292+ 1.56% |
$11.5K - $12.4K
|
19K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
256+ 1.62% |
$10.1K - $10.9K
|
16.1K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
219+ 3.49% |
$8.65K - $9.32K
|
6.5K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
132+ 0.92% |
$5.22K - $5.62K
|
14.4K
$600K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.95K - $4.25K
|
100
$4.16K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
97New |
$3.83K - $4.13K
|
97
$4.03K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
78+ 1.95% |
$3.08K - $3.32K
|
4.07K
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
60+ 0.43% |
$2.37K - $2.55K
|
13.9K
$578K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
27New |
$1.07K - $1.15K
|
27
$1.12K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
9+ 0.11% |
$356 - $383
|
8.13K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1+ 0.06% |
$39.5 - $42.5
|
1.73K
$72K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-7- 0.29% |
$277 - $298
|
2.42K
$100K
|