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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4.12K+ 45.36% |
$170K - $179K
|
13.2K
$549K
|
|
|
Jan 16, 2025
Q4 2024
|
Divergent Planning, LLC
|
BUY
|
- |
3.87K+ 1.33% |
$159K - $168K
|
296K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.48K+ 4.95% |
$143K - $151K
|
73.8K
$3.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.32K+ 3.51% |
$137K - $144K
|
97.9K
$4.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.3K+ 6.56% |
$136K - $143K
|
53.6K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
3.24K+ 37.19% |
$133K - $140K
|
11.9K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.2KNew |
$132K - $139K
|
3.2K
$133K
|
|
|
Feb 07, 2025
Q4 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
3.05K+ 27.34% |
$125K - $132K
|
14.2K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
2.98K+ 3.03% |
$123K - $129K
|
101K
$4.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.72K+ 2.02% |
$112K - $118K
|
137K
$5.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.71K+ 6.54% |
$112K - $118K
|
44.2K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.52K+ 2.1% |
$104K - $109K
|
122K
$5.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.5K+ 5.82% |
$103K - $108K
|
45.5K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 7.11% |
$99.9K - $105K
|
36.5K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.17K+ 22.18% |
$89.5K - $94.2K
|
12K
$497K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.07K+ 1.28% |
$85.3K - $89.8K
|
163K
$6.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.04K+ 10.55% |
$84K - $88.5K
|
21.4K
$889K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
2.01K+ 4.08% |
$82.5K - $86.9K
|
51.1K
$2.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.97K+ 10.1% |
$81.1K - $85.3K
|
21.5K
$892K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1.94KNew |
$79.7K - $83.9K
|
1.94K
$80.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.85K+ 14.13% |
$76K - $80K
|
14.9K
$619K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
1.83K+ 9.93% |
$75.4K - $79.4K
|
20.3K
$842K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.79K+ 5.1% |
$73.7K - $77.6K
|
36.9K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.74KNew |
$71.8K - $75.5K
|
1.74K
$72.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
1.68K+ 13.06% |
$69K - $72.6K
|
14.5K
$603K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
1.62K+ 4.9% |
$66.9K - $70.4K
|
34.8K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1.62KNew |
$66.7K - $70.2K
|
1.62K
$67.3K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
1.47K+ 0.68% |
$60.6K - $63.8K
|
218K
$9.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.38K+ 25.21% |
$56.9K - $59.9K
|
6.87K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.29K+ 0.68% |
$52.9K - $55.7K
|
191K
$7.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.12K+ 5.3% |
$46.2K - $48.6K
|
22.3K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
1.07K+ 21.36% |
$44.1K - $46.4K
|
6.08K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
953+ 48.67% |
$39.2K - $41.3K
|
2.91K
$121K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
796+ 6.19% |
$32.8K - $34.5K
|
13.7K
$568K
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
690+ 12.01% |
$28.4K - $29.9K
|
6.43K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
669+ 5.27% |
$27.5K - $29K
|
13.4K
$556K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
635+ 10.32% |
$26.1K - $27.5K
|
6.79K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
633+ 9.74% |
$26.1K - $27.4K
|
7.14K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
573+ 4.42% |
$23.6K - $24.8K
|
13.5K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
569+ 7.87% |
$23.4K - $24.7K
|
7.8K
$324K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
564New |
$23.2K - $24.4K
|
564
$23.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
499+ 1.36% |
$20.5K - $21.6K
|
37.3K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
387+ 1.1% |
$15.9K - $16.8K
|
35.5K
$1.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
338+ 0.84% |
$13.9K - $14.6K
|
40.8K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
216+ 2.57% |
$8.89K - $9.36K
|
8.62K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
208+ 1.58% |
$8.56K - $9.01K
|
13.4K
$557K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
208+ 0.17% |
$8.56K - $9.01K
|
123K
$5.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
176+ 1.41% |
$7.25K - $7.63K
|
12.7K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
144+ 6.95% |
$5.93K - $6.24K
|
2.22K
$92.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
134+ 4.24% |
$5.52K - $5.81K
|
3.29K
$137K
|