Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
76.9K+ 45.17% |
$3.17M - $3.33M
|
247K
$10.3M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
71KNew |
$2.93M - $3.08M
|
71K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
70K+ 2.42% |
$2.88M - $3.04M
|
2.97M
$123M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.3K+ 4.59% |
$2.57M - $2.7M
|
1.42M
$59M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.6K+ 16.86% |
$2.54M - $2.67M
|
427K
$17.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
56.6K+ 10.73% |
$2.33M - $2.45M
|
584K
$24.3M
|
|
|
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 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
53.9K+ 30.77% |
$2.22M - $2.34M
|
229K
$9.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
52.9K+ 285.12% |
$2.18M - $2.29M
|
71.5K
$2.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
52.2K+ 13.57% |
$2.15M - $2.26M
|
436K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
50.8KNew |
$2.09M - $2.2M
|
50.8K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
49.7K+ 7.86% |
$2.05M - $2.15M
|
681K
$28.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
49.4K+ 10.54% |
$2.03M - $2.14M
|
518K
$21.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
48.3K+ 6.77% |
$1.99M - $2.09M
|
761K
$31.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
48.2K+ 3.45% |
$1.99M - $2.09M
|
1.45M
$60.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
47.8K+ 9.17% |
$1.97M - $2.07M
|
569K
$23.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
45.8K+ 279.79% |
$1.89M - $1.99M
|
62.2K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
45.6KNew |
$1.88M - $1.98M
|
45.6K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
45.2K+ 5.38% |
$1.86M - $1.96M
|
886K
$36.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
44.4K+ 6.62% |
$1.83M - $1.92M
|
715K
$29.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
40.4K+ 3.73% |
$1.66M - $1.75M
|
1.13M
$46.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
40.3K+ 8.08% |
$1.66M - $1.75M
|
540K
$22.4M
|
|
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
35.9KNew |
$1.48M - $1.56M
|
35.9K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
35.6K+ 16.29% |
$1.47M - $1.54M
|
254K
$10.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
35.5K+ 15.92% |
$1.46M - $1.54M
|
258K
$10.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
34.8K+ 6.85% |
$1.43M - $1.51M
|
543K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
31.9KNew |
$1.32M - $1.38M
|
31.9K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.9K+ 8.83% |
$1.23M - $1.29M
|
368K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
29.7KNew |
$1.22M - $1.29M
|
29.7K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29.1K+ 508.98% |
$1.2M - $1.26M
|
34.8K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
28.8K+ 19.15% |
$1.18M - $1.25M
|
179K
$7.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
28.2K+ 29.18% |
$1.16M - $1.22M
|
125K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
27.5K+ 12.87% |
$1.13M - $1.19M
|
241K
$10M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
26.2K+ 14.6% |
$1.08M - $1.14M
|
206K
$8.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
25.3KNew |
$1.04M - $1.1M
|
25.3K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
25.2KNew |
$1.04M - $1.09M
|
25.2K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
24.3K+ 26.68% |
$1M - $1.05M
|
115K
$4.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
23.1K+ 11.09% |
$951K - $1M
|
231K
$9.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Wolfstich Capital, LLC
Medfield, MA |
BUY
|
- |
22.8KNew |
$939K - $989K
|
22.8K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
22.7K+ 49.69% |
$933K - $982K
|
68.2K
$2.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
21.9K+ 89.95% |
$902K - $949K
|
46.3K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.4K+ 4.69% |
$841K - $885K
|
456K
$19M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20.3K+ 28.42% |
$837K - $881K
|
91.9K
$3.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 1.59% |
$809K - $852K
|
1.26M
$52.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
18.3K+ 6.43% |
$753K - $793K
|
303K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
18.2K+ 5.98% |
$750K - $790K
|
323K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
17.6K+ 15.64% |
$724K - $762K
|
130K
$5.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.8K+ 13.42% |
$693K - $729K
|
142K
$5.91M
|