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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
13.9K+ 2.28% |
$356K - $389K
|
623K
$16.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 70.88% |
$351K - $384K
|
33.1K
$894K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 33.34% |
$350K - $383K
|
54.7K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
13.6K+ 23.07% |
$349K - $382K
|
72.7K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5KNew |
$347K - $379K
|
13.5K
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.5KNew |
$345K - $377K
|
13.5K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.3K+ 93.56% |
$342K - $374K
|
27.6K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.3K+ 9.01% |
$340K - $372K
|
161K
$4.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
13.1K+ 4.01% |
$337K - $368K
|
341K
$9.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.7KNew |
$324K - $354K
|
12.7K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$306K - $335K
|
12K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
11.4KNew |
$291K - $318K
|
11.4K
$307K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.1K+ 1.09% |
$285K - $312K
|
1.03M
$27.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 8.56% |
$285K - $312K
|
141K
$3.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.9K+ 9.5% |
$280K - $306K
|
126K
$3.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10.6K+ 25.51% |
$272K - $297K
|
52.2K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.3K+ 13.34% |
$264K - $288K
|
87.5K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2KNew |
$261K - $285K
|
10.2K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$257K - $281K
|
10K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.43KNew |
$242K - $264K
|
9.43K
$255K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
8.9KNew |
$228K - $249K
|
8.9K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.63KNew |
$221K - $242K
|
8.63K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8.58K+ 2.09% |
$220K - $240K
|
419K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.65K+ 1.75% |
$196K - $214K
|
444K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.54K+ 1.93% |
$193K - $211K
|
398K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 14.27% |
$192K - $210K
|
60.1K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 9.48% |
$189K - $207K
|
85.3K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.19K+ 4.0% |
$184K - $201K
|
187K
$5.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.7K+ 12.15% |
$171K - $187K
|
61.8K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.39K+ 1.98% |
$164K - $179K
|
330K
$8.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.35K+ 1.28% |
$163K - $178K
|
504K
$13.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.12KNew |
$157K - $171K
|
6.12K
$165K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.99K+ 14.01% |
$153K - $168K
|
48.7K
$1.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.7K+ 44.64% |
$120K - $132K
|
15.2K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.68K+ 8.4% |
$120K - $131K
|
60.4K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.68K+ 3.49% |
$94.2K - $103K
|
109K
$2.95M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.33K+ 4.19% |
$85.3K - $93.3K
|
82.9K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 21.01% |
$81.5K - $89.1K
|
18.3K
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.08K+ 8.29% |
$78.8K - $86.1K
|
40.2K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.32KNew |
$59.3K - $64.8K
|
2.32K
$62.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.95K+ 10.12% |
$50K - $54.7K
|
21.2K
$574K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.89K+ 1.37% |
$48.5K - $53K
|
140K
$3.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.83K+ 3.05% |
$47K - $51.4K
|
62K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.72K+ 10.41% |
$44K - $48.1K
|
18.2K
$493K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.35K+ 9.24% |
$34.5K - $37.8K
|
15.9K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.18K+ 0.91% |
$30.2K - $33K
|
131K
$3.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16K+ 3.89% |
$29.6K - $32.3K
|
30.8K
$833K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.14K+ 3.49% |
$29.1K - $31.8K
|
33.6K
$909K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.12KNew |
$28.8K - $31.4K
|
1.12K
$30.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.1KNew |
$28.1K - $30.7K
|
1.1K
$29.6K
|