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 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-21.9K- 11.6% |
$903K - $950K
|
167K
$7.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23.4K- 22.1% |
$964K - $1.01M
|
82.5K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-26.6K- 3.35% |
$1.09M - $1.15M
|
768K
$32.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-31K- 82.29% |
$1.28M - $1.34M
|
6.67K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-41.8K- 10.51% |
$1.72M - $1.81M
|
356K
$15M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-54.5K- 41.88% |
$2.24M - $2.36M
|
75.6K
$3.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-54.8K- 23.98% |
$2.26M - $2.37M
|
174K
$7.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-55.4K- 53.65% |
$2.28M - $2.4M
|
47.9K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-65.7K- 38.95% |
$2.7M - $2.85M
|
103K
$4.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-81.8K- 33.8% |
$3.37M - $3.55M
|
160K
$6.73M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-116K- 91.48% |
$4.76M - $5.01M
|
10.8K
$452K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-141K- 10.46% |
$5.81M - $6.12M
|
1.21M
$50.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-152K- 11.48% |
$6.27M - $6.6M
|
1.17M
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-190K- 11.35% |
$7.84M - $8.25M
|
1.49M
$62.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-247K- 37.79% |
$10.2M - $10.7M
|
406K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-481K- 96.19% |
$19.8M - $20.8M
|
19K
$800K
|