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 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
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.09K+ 3.35% |
$27.9K - $30.5K
|
33.6K
$908K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 1.7% |
$26K - $28.5K
|
61K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
780+ 1.34% |
$20K - $21.8K
|
58.9K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
759+ 5.76% |
$19.4K - $21.3K
|
13.9K
$377K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
620+ 0.34% |
$15.9K - $17.4K
|
184K
$4.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
581+ 5.39% |
$14.9K - $16.3K
|
11.4K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
540+ 5.16% |
$13.8K - $15.1K
|
11K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
533+ 0.99% |
$13.7K - $14.9K
|
54.5K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 12.5% |
$12.8K - $14K
|
4.5K
$122K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
486+ 1.28% |
$12.4K - $13.6K
|
38.5K
$1.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
330New |
$8.45K - $9.24K
|
330
$8.92K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
325+ 0.1% |
$8.32K - $9.1K
|
331K
$8.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
299+ 3.42% |
$7.66K - $8.37K
|
9.05K
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
224+ 1.82% |
$5.74K - $6.27K
|
12.5K
$339K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
186+ 75.92% |
$4.76K - $5.21K
|
431
$11.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
154+ 1.33% |
$3.94K - $4.31K
|
11.7K
$317K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
150+ 0.81% |
$3.84K - $4.2K
|
18.6K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138+ 1.12% |
$3.53K - $3.86K
|
12.4K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135+ 0.82% |
$3.46K - $3.78K
|
16.6K
$448K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
107+ 0.43% |
$2.74K - $3K
|
24.8K
$671K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
102+ 0.51% |
$2.61K - $2.86K
|
19.9K
$539K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
85+ 0.12% |
$2.18K - $2.38K
|
69.4K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
71+ 0.78% |
$1.82K - $1.99K
|
9.19K
$248K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 0.57% |
$1.41K - $1.54K
|
9.63K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
43+ 0.44% |
$1.1K - $1.2K
|
9.81K
$265K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.26% |
$1.08K - $1.18K
|
16.5K
$446K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11+ 0.03% |
$282 - $308
|
34.1K
$922K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.03% |
$76.8 - $84
|
9.72K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
2.02B
$54.7B
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.01% |
$51.2 - $56
|
38.1K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.5% |
$615 - $672
|
1.58K
$42.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-31- 0.14% |
$794 - $868
|
21.9K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-73- 0.31% |
$1.87K - $2.04K
|
23.7K
$641K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-199- 0.64% |
$5.1K - $5.57K
|
30.7K
$830K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 2.15% |
$7.04K - $7.7K
|
12.5K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-309- 0.18% |
$7.91K - $8.65K
|
173K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-448- 2.56% |
$11.5K - $12.5K
|
17K
$461K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-528- 0.63% |
$13.5K - $14.8K
|
83.3K
$2.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-821- 4.78% |
$21K - $23K
|
16.3K
$442K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.18K- 8.32% |
$30.2K - $33K
|
13K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 13.5% |
$36.6K - $40K
|
9.16K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.52K- 5.81% |
$39K - $42.6K
|
24.6K
$666K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.67% |
$43.8K - $47.9K
|
62.3K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.77K- 1.13% |
$45.4K - $49.6K
|
154K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.3K- 2.99% |
$58.9K - $64.4K
|
74.7K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.33K- 38.42% |
$59.7K - $65.3K
|
3.74K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.14K- 13.94% |
$80.5K - $88K
|
19.4K
$525K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.22K- 16.21% |
$82.3K - $90K
|
16.6K
$449K
|