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 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15.9K+ 27.32% |
$654K - $688K
|
74K
$3.08M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
14.8K+ 6.71% |
$609K - $641K
|
235K
$9.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
14.3K+ 5.76% |
$588K - $619K
|
262K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
BUY
|
- |
14.2KNew |
$585K - $615K
|
14.2K
$590K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
13.9K+ 75.03% |
$571K - $601K
|
32.4K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
12.4K+ 3.73% |
$511K - $538K
|
345K
$14.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
12K+ 156.27% |
$495K - $521K
|
19.7K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
11.8K+ 3.46% |
$487K - $513K
|
354K
$14.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
11.2KNew |
$462K - $486K
|
11.2K
$466K
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
10.8KNew |
$446K - $470K
|
10.8K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.3K+ 2.36% |
$426K - $448K
|
448K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3K+ 16.5% |
$422K - $444K
|
72.4K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10.2K+ 3.25% |
$422K - $444K
|
325K
$13.5M
|
|
|
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
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
10.1K+ 100.05% |
$415K - $437K
|
20.1K
$837K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
9.5K+ 61.58% |
$391K - $412K
|
24.9K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
9.37KNew |
$386K - $406K
|
9.37K
$389K
|
|
|
Jan 16, 2025
Q4 2024
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
BUY
|
- |
9.32K+ 36.32% |
$384K - $404K
|
35K
$1.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
9.14K+ 0.88% |
$376K - $396K
|
1.05M
$43.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
8.67KNew |
$357K - $376K
|
8.67K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
8.27K+ 23.19% |
$341K - $359K
|
43.9K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
8.02K+ 22.51% |
$330K - $347K
|
43.6K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
7.96KNew |
$328K - $345K
|
7.96K
$331K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
BUY
|
- |
7.71K+ 2.3% |
$317K - $334K
|
343K
$14.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.6K+ 16.23% |
$313K - $329K
|
54.4K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
7.53KNew |
$310K - $326K
|
7.53K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.42K+ 19.7% |
$305K - $321K
|
45.1K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
7.41KNew |
$305K - $321K
|
7.41K
$308K
|
|
|
Jan 30, 2025
Q4 2024
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
7.22KNew |
$297K - $313K
|
7.22K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
7.01K+ 5.48% |
$289K - $304K
|
135K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.96K+ 32.54% |
$287K - $302K
|
28.3K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.71KNew |
$276K - $291K
|
6.71K
$279K
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.61K+ 1.4% |
$272K - $286K
|
480K
$19.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
6.59K+ 3.28% |
$271K - $286K
|
208K
$8.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
6.34KNew |
$261K - $275K
|
6.34K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
5.91KNew |
$243K - $256K
|
5.91K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
5.88KNew |
$242K - $255K
|
5.88K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
5.84K+ 2.69% |
$240K - $253K
|
223K
$9.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.83K+ 2.54% |
$240K - $253K
|
235K
$9.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
5.8K+ 3.23% |
$239K - $251K
|
185K
$7.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
5.73KNew |
$236K - $248K
|
5.73K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.55KNew |
$229K - $241K
|
5.55K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
5.33K+ 3.91% |
$219K - $231K
|
141K
$5.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
5.19KNew |
$214K - $225K
|
5.19K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
5.07KNew |
$209K - $220K
|
5.07K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.96KNew |
$204K - $215K
|
4.96K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
4.95K+ 4.58% |
$204K - $215K
|
113K
$4.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.93K+ 3.56% |
$203K - $214K
|
143K
$5.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.45K+ 18.33% |
$183K - $193K
|
28.7K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
4.22K+ 15.88% |
$174K - $183K
|
30.8K
$1.28M
|