Who owns DIMENSIONAL ETF TRUST CORE FIXED INCOM?
- Ticker: DFCF
- CUSIP Number: 25434v872
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Who bought or sold DIMENSIONAL ETF TRUST CORE FIXED INCOM this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Truepoint | 9.3M | $396M | -6% | Dec 2023 |
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HBK Sorce Advisory | 6.6M | $282M | 4% | Dec 2023 |
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Beaird Harris Wealth Management | 2.5M | $106M | 9% | Dec 2023 |
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WPWealth | 2.1M | $87M | 14% | Dec 2023 |
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Commonwealth Equity Services | 1.8M | $76M | 15% | Dec 2023 |
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Baker Avenue Asset Management | 1.7M | $71M | 100% | Dec 2023 |
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DiNuzzo Private Wealth | 1.7M | $70M | 100% | Dec 2023 |
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Pathstone Holdings | 1.6M | $69M | 100% | Dec 2023 |
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Great Waters Wealth Management | 1.5M | $63M | 20% | Mar 2024 |
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Jane Street | 1.4M | $58M | 203% | Dec 2023 |
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Hanson McClain Advisors | 1.3M | $54M | -1% | Mar 2024 |
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Core Wealth Management | 1.2M | $51M | 31% | Mar 2024 |
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Sequoia Financial Advisors | 1.2M | $52M | 10% | Dec 2023 |
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Apella Capital | 1.2M | $49M | 3% | Mar 2024 |
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Savant Capital Management | 1.1M | $46M | 41% | Dec 2023 |
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Market Street Wealth Management Advisors | 1.0M | $43M | 7% | Mar 2024 |
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Pure Financial Advisors | 807k | $34M | 4% | Mar 2024 |
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Annandale Capital | 742k | $31M | 100% | Dec 2023 |
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Ullmann Financial | 732k | $31M | 0% | Dec 2023 |
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Creative Capital Management Investments | 702k | $30M | 11% | Mar 2024 |
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Grunden Financial Advisory | 675k | $29M | 100% | Dec 2023 |
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Rather & Kittrell | 651k | $27M | 23% | Mar 2024 |
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Phillips Financial Management | 646k | $27M | 20% | Mar 2024 |
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Mattern Wealth Management | 625k | $27M | 86% | Dec 2023 |
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Huntington Asset Advisors | 624k | $26M | -31% | Mar 2024 |
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SRS Capital Advisors | 604k | $26M | 3% | Dec 2023 |
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AE Wealth Management | 568k | $24M | 52% | Dec 2023 |
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Root Financial Partners | 566k | $24M | 6% | Mar 2024 |
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Dynamic Advisors Solutions | 552k | $23M | 16% | Mar 2024 |
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Sax Wealth Advisors | 519k | $22M | 33% | Dec 2023 |
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HighTower Advisors | 506k | $22M | 100% | Dec 2023 |
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Great Oak Capital Partners | 505k | $21M | 10% | Mar 2024 |
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BCR Wealth Strategies | 488k | $21M | 2% | Dec 2023 |
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RCS Financial Planning | 465k | $20M | -14% | Mar 2024 |
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Spinnaker Investment Group | 455k | $19M | 10% | Mar 2024 |
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DecisionPoint Financial | 432k | $18M | 9% | Dec 2023 |
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Rise Advisors | 430k | $18M | 3% | Mar 2024 |
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Forum Financial Management | 419k | $18M | -14% | Dec 2023 |
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Fundamentun | 417k | $18M | 100% | Mar 2024 |
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Ruedi Wealth Management | 412k | $18M | 12% | Dec 2023 |
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Beacon Pointe Advisors | 404k | $17M | 13% | Dec 2023 |
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Bank of America Corporation | 396k | $17M | 66% | Dec 2023 |
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Hemington Wealth Management | 394k | $17M | 100% | Dec 2023 |
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CI Private Wealth | 378k | $16M | 15% | Dec 2023 |
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BetterWealth | 367k | $15M | 4% | Mar 2024 |
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Jpmorgan Chase & Co | 358k | $15M | 86% | Dec 2023 |
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Tillman Hartley | 323k | $14M | 6% | Dec 2023 |
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Moller Financial Services | 318k | $13M | 100% | Mar 2024 |
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Financial Synergies Wealth Advisors | 316k | $13M | -72% | Mar 2024 |
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Assetmark | 313k | $13M | -1% | Dec 2023 |
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Graves-Light Private Wealth Management | 311k | $13M | 183% | Dec 2023 |
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Krilogy Financial | 311k | $13M | 7% | Mar 2024 |
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Liberty Wealth Management | 292k | $12M | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 273k | $11M | 29% | Mar 2024 |
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Betterment | 264k | $11M | 23% | Dec 2023 |
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FirstPurpose Wealth | 264k | $11M | 11% | Mar 2024 |
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Buckingham Asset Management | 246k | $10M | 80% | Dec 2023 |
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New Capital Management | 246k | $10M | 6% | Mar 2024 |
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Divergent Planning | 234k | $9.7M | -25% | Mar 2024 |
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WMS Partners | 228k | $9.7M | 100% | Dec 2023 |
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Pioneer Wealth Management Group | 216k | $9.1M | 100% | Mar 2024 |
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Vestmark Advisory Solutions | 203k | $8.6M | -83% | Dec 2023 |
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Heritage Wealth Management, Inc./Texas | 198k | $8.3M | 8% | Mar 2024 |
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Austin Wealth Management | 196k | $8.2M | -6% | Dec 2023 |
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Sowell Financial Services | 189k | $8.0M | 7% | Dec 2023 |
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Asset Planning Corporation | 188k | $8.0M | 23% | Dec 2023 |
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Sutton Place Investors | 187k | $7.8M | 165% | Mar 2024 |
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Chicago Partners Investment | 184k | $7.6M | 9% | Mar 2024 |
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SJS Investment Consulting | 180k | $7.5M | 7% | Mar 2024 |
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Meredith Wealth Planning | 175k | $7.4M | 16% | Mar 2024 |
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PBMares Wealth Management | 172k | $7.3M | 33% | Dec 2023 |
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Wealthsource Partners | 170k | $7.2M | -13% | Dec 2023 |
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Concord Wealth Partners | 165k | $7.0M | 16510700% | Dec 2023 |
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FinDec Wealth Services | 164k | $6.9M | 0% | Dec 2023 |
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Collective Family Office | 164k | $6.9M | 29% | Mar 2024 |
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SageView Advisory Group | 163k | $6.9M | 1% | Dec 2023 |
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Ancora Advisors | 160k | $6.8M | -3% | Dec 2023 |
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Physician Wealth Solutions | 137k | $5.8M | 53% | Mar 2024 |
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Hutchens & Kramer Investment Management Group | 136k | $5.8M | -7% | Dec 2023 |
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Aveo Capital Partners | 129k | $5.4M | -3% | Dec 2023 |
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Garrett Investment Advisors | 127k | $5.3M | 3% | Mar 2024 |
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Blume Capital Management | 124k | $5.3M | 46% | Dec 2023 |
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Acorn Wealth Advisors | 123k | $5.2M | 40% | Mar 2024 |
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Stifel Financial | 122k | $5.2M | 4% | Dec 2023 |
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Wealthspan Partners | 117k | $4.9M | 7% | Dec 2023 |
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Hill Investment Group Partners | 115k | $4.9M | -10% | Dec 2023 |
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Private Advisor | 113k | $4.8M | 69% | Dec 2023 |
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Annapolis Financial Services | 107k | $4.5M | -27% | Mar 2024 |
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BCU Wealth Advisors | 107k | $4.5M | 100% | Dec 2023 |
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Alpha Financial Advisors | 106k | $4.5M | 14% | Dec 2023 |
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First Ascent Asset Management | 104k | $4.4M | -1% | Dec 2023 |
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Plan Group Financial | 102k | $4.3M | 15% | Mar 2024 |
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Applied Capital | 102k | $4.3M | 12% | Mar 2024 |
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Midwest Heritage Bank | 99k | $4.2M | 20% | Mar 2024 |
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KC Investment Advisors | 95k | $4.0M | -3% | Dec 2023 |
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Royal Bank of Canada | 95k | $4.0M | 78% | Dec 2023 |
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Raymond James & Associates | 93k | $3.9M | 162% | Mar 2024 |
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Crown Wealth Group | 90k | $3.8M | 1% | Dec 2023 |
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Lincoln National | 90k | $3.8M | 10% | Dec 2023 |
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Stratos Wealth Partners | 90k | $3.8M | 27% | Mar 2024 |
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Regal Wealth Group | 88k | $3.7M | 4% | Dec 2023 |
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Cambridge Investment Research Advisors | 85k | $3.6M | 44% | Mar 2024 |
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EverSource Wealth Advisors | 85k | $3.6M | 14% | Dec 2023 |
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Northwest Wealth Management | 82k | $3.5M | 100% | Dec 2023 |
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Park Avenue Securities | 81k | $3.4M | 0% | Mar 2024 |
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LVZ Advisors | 81k | $3.4M | 6% | Mar 2024 |
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ERn Financial | 79k | $3.3M | 26% | Mar 2024 |
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PFG Advisors | 77k | $3.3M | 21% | Dec 2023 |
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Abel Hall | 77k | $3.2M | 100% | Dec 2023 |
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Bay Harbor Wealth Management | 73k | $3.1M | 15% | Mar 2024 |
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Safeguard Investment Advisory Group | 73k | $3.1M | 13% | Dec 2023 |
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LifePro Asset Management | 61k | $2.5M | 100% | Mar 2024 |
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Steward Partners Investment Advisory | 60k | $2.5M | 29% | Dec 2023 |
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Relative Value Partners | 58k | $2.4M | 1% | Dec 2023 |
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Farther Finance Advisors | 56k | $2.4M | 339% | Dec 2023 |
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Heritage Investment Group | 56k | $2.4M | 4% | Dec 2023 |
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Saxony Capital Management | 54k | $2.3M | 100% | Dec 2023 |
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Orion Portfolio Solutions | 51k | $2.2M | -61% | Dec 2023 |
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Quantum Financial Advisors | 51k | $2.1M | -14% | Mar 2024 |
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Firethorn Wealth Partners | 47k | $2.0M | -25% | Mar 2024 |
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Arcadia Wealth Management | 46k | $1.9M | 100% | Dec 2023 |
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SC&H Financial Advisors | 45k | $1.9M | 42% | Dec 2023 |
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Parker Financial | 45k | $1.9M | 52% | Mar 2024 |
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B.O.S.S. Retirement Advisors | 44k | $1.8M | 7% | Dec 2023 |
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Morris Financial Concepts | 43k | $1.8M | 4% | Mar 2024 |
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Forza Wealth Management | 43k | $1.8M | 0% | Mar 2024 |
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Advisor Group Holdings | 43k | $1.8M | 4% | Dec 2023 |
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Acropolis Investment Management | 41k | $1.7M | 7% | Mar 2024 |
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TCP Asset Management | 41k | $1.7M | 9% | Mar 2024 |
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Kuehl Shepherd Kozlowski & Associates | 40k | $1.7M | 230% | Dec 2023 |
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Branch Banking & Trust Company | 40k | $1.7M | -76% | Dec 2023 |
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B&D White Capital Company | 38k | $1.6M | 1% | Dec 2023 |
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RFG Advisory | 37k | $1.5M | -13% | Mar 2024 |
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Smartleaf Asset Management | 37k | $1.6M | 100% | Dec 2023 |
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LexAurum Advisors | 36k | $1.5M | 13% | Dec 2023 |
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Kestra Advisory Services | 36k | $1.5M | 13% | Dec 2023 |
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USAdvisors Wealth Management | 36k | $1.5M | 39% | Dec 2023 |
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Evanson Asset Management | 35k | $1.5M | 100% | Mar 2024 |
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Foster Group | 34k | $1.4M | 100% | Mar 2024 |
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Buckingham Strategic Partners | 34k | $1.4M | 81% | Dec 2023 |
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Mercer Global Advisors | 34k | $1.4M | -37% | Dec 2023 |
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Shearwater Capital | 33k | $1.4M | 13% | Mar 2024 |
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Bridgeworth | 33k | $1.4M | 100% | Dec 2023 |
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Raymond James Financial Services Advisors | 32k | $1.4M | 36% | Mar 2024 |
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AdvisorNet Financial | 32k | $1.3M | 114% | Mar 2024 |
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Chico Wealth RIA | 31k | $1.3M | 0% | Mar 2024 |
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Mariner Wealth Advisors | 30k | $1.3M | 12% | Dec 2023 |
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Creative Planning | 30k | $1.3M | 100% | Dec 2023 |
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D.A. Davidson & Co. | 30k | $1.3M | 0% | Dec 2023 |
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Wealthcare Advisory Partners | 29k | $1.2M | 3% | Mar 2024 |
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Warren Averett Asset Management | 28k | $1.2M | -5% | Dec 2023 |
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Bridge Advisory | 28k | $1.2M | -8% | Mar 2024 |
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Who sold out of Dimensional Etf Trust Core Fixed Incom?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 105k | $4.2M |
Valley Forge Investment Consultants Inc Adv | Sep 2023 | 29k | $1.2M |