Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2024. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
66.5KNew |
$1.7M - $1.86M
|
66.5K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
63.5KNew |
$1.63M - $1.78M
|
63.5K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
61K+ 4.16% |
$1.56M - $1.71M
|
1.53M
$41.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
60.9K+ 49.98% |
$1.56M - $1.7M
|
183K
$4.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
60.6K+ 5.09% |
$1.55M - $1.7M
|
1.25M
$33.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
59.1KNew |
$1.51M - $1.65M
|
59.1K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
58.9K+ 8.54% |
$1.51M - $1.65M
|
749K
$20.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
58.7KNew |
$1.5M - $1.64M
|
58.7K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.8KNew |
$1.38M - $1.51M
|
53.8K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
53.6K+ 1.1% |
$1.37M - $1.5M
|
4.92M
$133M
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
52.6K+ 18.77% |
$1.35M - $1.47M
|
333K
$8.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
51.3K+ 3.91% |
$1.31M - $1.44M
|
1.36M
$36.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50.8K+ 6.31% |
$1.3M - $1.42M
|
856K
$23.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
48.9K+ 7.41% |
$1.25M - $1.37M
|
708K
$19.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
47.4K+ 15.69% |
$1.21M - $1.33M
|
349K
$9.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 34.49% |
$1.21M - $1.32M
|
184K
$4.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46.2K+ 12.75% |
$1.18M - $1.29M
|
409K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
44.9K+ 232.54% |
$1.15M - $1.26M
|
64.2K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
44K+ 6.69% |
$1.13M - $1.23M
|
702K
$19M
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
42.2KNew |
$1.08M - $1.18M
|
42.2K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
38.9K+ 7.37% |
$995K - $1.09M
|
566K
$15.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
38.2KNew |
$978K - $1.07M
|
38.2K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
37.4K+ 10.1% |
$957K - $1.05M
|
407K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
37.2K+ 8.59% |
$952K - $1.04M
|
470K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
36.8K+ 4.53% |
$943K - $1.03M
|
849K
$23M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
33.7K+ 4.54% |
$863K - $944K
|
777K
$21M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.5KNew |
$858K - $939K
|
33.5K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
33.3KNew |
$853K - $933K
|
33.3K
$900K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30.9K+ 33.82% |
$790K - $864K
|
122K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.8K+ 11.5% |
$789K - $863K
|
299K
$8.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30K+ 55.63% |
$768K - $840K
|
83.9K
$2.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29.5K+ 3.84% |
$756K - $826K
|
798K
$21.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
29.4K+ 46.05% |
$753K - $824K
|
93.3K
$2.52M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
29.1K+ 8.14% |
$744K - $814K
|
386K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
28K+ 248.93% |
$717K - $784K
|
39.2K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
28K+ 6.91% |
$716K - $783K
|
433K
$11.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27.8K+ 7.4% |
$711K - $778K
|
403K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 8.01% |
$649K - $709K
|
341K
$9.23M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.6K+ 9.62% |
$629K - $688K
|
280K
$7.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 226.44% |
$582K - $636K
|
32.7K
$885K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
22.3K+ 6.37% |
$571K - $624K
|
372K
$10.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 56.5% |
$566K - $619K
|
61.2K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19K+ 1.55% |
$486K - $531K
|
1.24M
$33.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.6K+ 3.19% |
$476K - $521K
|
602K
$16.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.1K+ 5.15% |
$464K - $507K
|
370K
$9.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
17.3K+ 2.77% |
$443K - $485K
|
642K
$17.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
17.2K+ 4.92% |
$440K - $481K
|
367K
$9.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$414K - $453K
|
16.2K
$437K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 29.16% |
$369K - $404K
|
63.8K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
14.1K+ 7.34% |
$362K - $396K
|
207K
$5.58M
|