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 | 11M | $453M | 2% | Sep 2024 |
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Beaird Harris Wealth Management | 2.9M | $125M | 4% | Sep 2024 |
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WPWealth | 2.7M | $115M | 10% | Sep 2024 |
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Resources Investment Advisors | 2.4M | $105M | 5% | Sep 2024 |
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Great Waters Wealth Management | 2.1M | $90M | 16% | Sep 2024 |
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DiNuzzo Private Wealth | 2.0M | $87M | 13% | Sep 2024 |
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Baker Avenue Asset Management | 1.9M | $80M | 7% | Sep 2024 |
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Pathstone Holdings | 1.7M | $72M | -1% | Sep 2024 |
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Apella Capital | 1.6M | $70M | 10% | Sep 2024 |
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Factory Mutual Insurance Company | 1.6M | $70M | 100% | Sep 2024 |
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Commonwealth Equity Services | 1.6M | $69M | 2% | Sep 2024 |
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Dynamic Advisors Solutions | 1.4M | $60M | 12% | Sep 2024 |
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Core Wealth Management | 1.3M | $56M | 0% | Sep 2024 |
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HBK Sorce Advisory | 1.3M | $57M | -83% | Sep 2024 |
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HighTower Advisors | 1.3M | $55M | -1% | Jun 2024 |
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Sequoia Financial Advisors | 1.3M | $57M | 27% | Sep 2024 |
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Hanson McClain Advisors | 1.3M | $56M | 2% | Sep 2024 |
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LPL Financial | 1.2M | $54M | 42% | Sep 2024 |
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Market Street Wealth Management Advisors | 1.1M | $47M | 2% | Sep 2024 |
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RW Investment Management | 1.0M | $45M | 5% | Sep 2024 |
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Phillips Financial Management | 1.0M | $44M | 42% | Sep 2024 |
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Savant Capital Management | 934k | $40M | 3% | Sep 2024 |
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Creative Capital Management Investments | 889k | $38M | 13% | Sep 2024 |
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Rather & Kittrell | 859k | $37M | 11% | Sep 2024 |
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Root Financial Partners | 847k | $37M | 25% | Sep 2024 |
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Ullmann Financial | 841k | $36M | 9% | Sep 2024 |
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Fundamentun | 841k | $36M | 24% | Sep 2024 |
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Pure Financial Advisors | 836k | $36M | 1% | Sep 2024 |
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Annandale Capital | 816k | $35M | 2% | Sep 2024 |
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Sax Wealth Advisors | 795k | $34M | 2% | Sep 2024 |
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Grunden Financial Advisory | 713k | $31M | 1% | Sep 2024 |
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SRS Capital Advisors | 671k | $29M | 2% | Sep 2024 |
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Assetmark | 665k | $29M | -2% | Sep 2024 |
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RCS Financial Planning | 653k | $28M | 6% | Sep 2024 |
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Opus Capital Group | 632k | $27M | 100% | Sep 2024 |
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Beacon Pointe Advisors | 602k | $26M | 14% | Sep 2024 |
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Great Oak Capital Partners | 564k | $24M | 1% | Sep 2024 |
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Rise Advisors | 527k | $23M | 13% | Sep 2024 |
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BCR Wealth Strategies | 521k | $23M | 4% | Sep 2024 |
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DecisionPoint Financial | 509k | $22M | 3% | Sep 2024 |
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Hemington Wealth Management | 504k | $21M | 14% | Jun 2024 |
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Envestnet Asset Management | 502k | $22M | 32% | Sep 2024 |
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Jane Street | 500k | $22M | -35% | Sep 2024 |
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Hiley Hunt Wealth Management | 500k | $22M | 4% | Sep 2024 |
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Graves-Light Private Wealth Management | 482k | $20M | 26% | Jun 2024 |
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PBMares Wealth Management | 482k | $21M | 25% | Sep 2024 |
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Physician Wealth Solutions | 473k | $20M | 132% | Sep 2024 |
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Tillman Hartley | 469k | $20M | 23% | Sep 2024 |
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Huntington Asset Advisors | 462k | $20M | -22% | Sep 2024 |
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AE Wealth Management | 444k | $19M | 10% | Sep 2024 |
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Asset Planning Corporation | 439k | $19M | 60% | Sep 2024 |
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CFS Investment Advisory Services | 438k | $19M | -1% | Sep 2024 |
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BetterWealth | 436k | $19M | 8% | Sep 2024 |
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CI Private Wealth | 436k | $19M | 3% | Sep 2024 |
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Integrated Wealth Concepts | 399k | $17M | 2% | Sep 2024 |
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Spinnaker Investment Group | 398k | $17M | -17% | Sep 2024 |
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Krilogy Financial | 384k | $17M | 2% | Sep 2024 |
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Jpmorgan Chase & Co | 365k | $16M | 6% | Sep 2024 |
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Client 1st Advisory Group | 342k | $14M | 11% | Jun 2024 |
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Davenport & Co | 338k | $15M | 6% | Sep 2024 |
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Royal Bank of Canada | 337k | $14M | 30% | Sep 2024 |
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Moller Financial Services | 335k | $15M | 2% | Sep 2024 |
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Mattern Wealth Management | 333k | $14M | -40% | Sep 2024 |
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Chicago Partners Investment | 315k | $13M | 4% | Sep 2024 |
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Wealth Enhancement Advisory Services | 307k | $13M | 12% | Jun 2024 |
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Liberty Wealth Management | 304k | $13M | -66% | Sep 2024 |
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Divergent Planning | 292k | $13M | 5% | Sep 2024 |
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Diversify Wealth Management | 286k | $12M | -1% | Sep 2024 |
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Continuum Wealth Advisors | 284k | $12M | 53% | Sep 2024 |
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Heritage Wealth Management, Inc./Texas | 251k | $11M | 14% | Sep 2024 |
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Dravo Bay | 248k | $11M | 100% | Sep 2024 |
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Legacy Financial Group | 247k | $10M | 19% | Sep 2024 |
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Ruedi Wealth Management | 242k | $11M | -16% | Sep 2024 |
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New Capital Management | 241k | $10M | 0% | Sep 2024 |
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Tru Independence Asset Management 2 | 228k | $9.9M | 100% | Sep 2024 |
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One Degree Advisors | 228k | $9.9M | 100% | Sep 2024 |
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Blume Capital Management | 224k | $9.7M | 11% | Sep 2024 |
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Yardley Wealth Management | 223k | $9.6M | 100% | Sep 2024 |
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Kings Path Partners | 221k | $9.5M | 15% | Sep 2024 |
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ERn Financial | 217k | $9.4M | 111% | Sep 2024 |
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Collective Family Office | 216k | $9.3M | 21% | Sep 2024 |
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Austin Wealth Management | 214k | $9.2M | 4% | Sep 2024 |
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Pioneer Wealth Management Group | 213k | $9.2M | -4% | Sep 2024 |
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Vestmark Advisory Solutions | 212k | $8.8M | 1% | Jun 2024 |
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FinDec Wealth Services | 209k | $8.7M | 31% | Jun 2024 |
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Meredith Wealth Planning | 208k | $9.0M | 10% | Sep 2024 |
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WMS Partners | 208k | $9.0M | -2% | Sep 2024 |
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SJS Investment Consulting | 207k | $8.9M | 11% | Sep 2024 |
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Park Avenue Securities | 201k | $8.7M | 0% | Sep 2024 |
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Essential Planning | 193k | $8.3M | -2% | Sep 2024 |
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Sutton Place Investors | 189k | $8.2M | 1% | Sep 2024 |
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Cambridge Investment Research Advisors | 185k | $8.0M | 47% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 181k | $7.8M | 150% | Sep 2024 |
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Concord Wealth Partners | 180k | $7.8M | 11% | Sep 2024 |
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Annapolis Financial Services | 180k | $7.8M | 14% | Sep 2024 |
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BCU Wealth Advisors | 179k | $7.7M | 15% | Sep 2024 |
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City State Bank | 175k | $7.6M | 168% | Sep 2024 |
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Sterling Wealth Management | 173k | $7.5M | 406% | Sep 2024 |
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SageView Advisory Group | 172k | $7.4M | 4% | Sep 2024 |
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Summit X | 170k | $7.1M | -3% | Sep 2024 |
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Farther Finance Advisors | 169k | $7.3M | 168% | Sep 2024 |
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Alpha Financial Advisors | 163k | $7.0M | 27% | Sep 2024 |
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Buckingham Strategic Partners | 163k | $7.0M | 2219% | Sep 2024 |
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Wealthspan Partners | 161k | $7.0M | 14% | Sep 2024 |
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Acorn Wealth Advisors | 156k | $6.5M | 26% | Jun 2024 |
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Bank of America Corporation | 155k | $6.7M | 27% | Sep 2024 |
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Hutchens & Kramer Investment Management Group | 153k | $6.6M | 1% | Sep 2024 |
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Goss Wealth Management | 153k | $6.3M | -30% | Jun 2024 |
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BWM Planning | 150k | $6.5M | 100% | Sep 2024 |
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Advisor Group Holdings | 138k | $6.0M | 176% | Sep 2024 |
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Fort Vancouver Investment Management | 136k | $5.9M | 163% | Sep 2024 |
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Branch Banking & Trust Company | 136k | $5.6M | 16% | Jun 2024 |
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Garrett Investment Advisors | 135k | $5.8M | 3% | Sep 2024 |
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Buckingham Asset Management | 134k | $5.6M | -19% | Jun 2024 |
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Colony | 132k | $5.7M | 100% | Sep 2024 |
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Crown Wealth Group | 130k | $5.6M | 118% | Sep 2024 |
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Raymond James & Associates | 129k | $5.6M | 31% | Sep 2024 |
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Citadel Advisors | 128k | $5.5M | 140% | Sep 2024 |
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PFG Advisors | 128k | $5.5M | 65% | Sep 2024 |
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Stratos Wealth Partners | 125k | $5.4M | 16% | Sep 2024 |
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Sowell Financial Services | 123k | $5.3M | -31% | Sep 2024 |
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Stifel Financial | 122k | $5.1M | 0% | Jun 2024 |
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Herold Advisors | 122k | $5.3M | 8% | Sep 2024 |
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Plan Group Financial | 120k | $5.2M | 8% | Sep 2024 |
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Strategic Investment Solutions | 117k | $5.1M | 14% | Sep 2024 |
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Bay Harbor Wealth Management | 112k | $4.9M | 22% | Sep 2024 |
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Safeguard Investment Advisory Group | 111k | $4.6M | 28% | Jun 2024 |
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Applied Capital | 108k | $4.7M | 5% | Sep 2024 |
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Ancora Advisors | 106k | $4.6M | -7% | Sep 2024 |
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GeoWealth Management | 105k | $4.5M | -39% | Sep 2024 |
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Midwest Heritage Bank | 103k | $4.5M | -5% | Sep 2024 |
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Mariner Wealth Advisors | 102k | $4.4M | 120% | Sep 2024 |
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Wealth Dimensions Group | 100k | $4.3M | 305% | Sep 2024 |
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Hill Investment Group Partners | 98k | $4.1M | 0% | Jun 2024 |
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HFG Wealth Management | 98k | $4.1M | 0% | Sep 2024 |
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Acropolis Investment Management | 97k | $4.2M | -2% | Sep 2024 |
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Parker Financial | 97k | $4.2M | 115% | Sep 2024 |
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Northwest Wealth Management | 95k | $4.1M | 1% | Sep 2024 |
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Vermillion & White Wealth Management Group | 92k | $3.8M | 100% | Jun 2024 |
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LVZ Advisors | 91k | $3.9M | 9% | Sep 2024 |
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Change Path | 91k | $3.9M | 1353% | Sep 2024 |
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LifePro Asset Management | 83k | $3.6M | 16% | Sep 2024 |
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SNS Financial | 82k | $3.5M | 100% | Sep 2024 |
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Private Advisor | 82k | $3.5M | 32% | Sep 2024 |
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Steward Partners Investment Advisory | 81k | $3.4M | 30% | Jun 2024 |
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Up Strategic Wealth Investment Advisors | 79k | $3.3M | 9% | Jun 2024 |
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Great Valley Advisor Group | 78k | $3.3M | 0% | Sep 2024 |
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SC&H Financial Advisors | 72k | $3.1M | 35% | Sep 2024 |
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Schwarz Dygos Wheeler Investment Advisors | 70k | $3.0M | 116% | Sep 2024 |
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Heritage Investment Group | 65k | $2.8M | 7% | Sep 2024 |
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Kestra Advisory Services | 62k | $2.7M | -9% | Sep 2024 |
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Arkadios Wealth Advisors | 55k | $2.4M | -18% | Sep 2024 |
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Elser Financial Planning | 30k | $1.3M | -99% | Sep 2024 |
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KC Investment Advisors | 8.9k | $382k | -91% | Sep 2024 |
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