Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2025. 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 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.46M+ 139.51% |
$46.9M - $49.1M
|
2.5M
$83.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
158K+ 6.42% |
$5.08M - $5.31M
|
2.61M
$87.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55.2K+ 11.63% |
$1.78M - $1.86M
|
530K
$17.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
49.9K+ 3.76% |
$1.61M - $1.68M
|
1.38M
$46M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
25.8K+ 3.93% |
$831K - $870K
|
682K
$22.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 4.65% |
$637K - $666K
|
444K
$14.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
19K+ 25.47% |
$614K - $642K
|
93.8K
$3.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
18.8K+ 4.44% |
$606K - $634K
|
442K
$14.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.5KNew |
$498K - $521K
|
15.5K
$516K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.4K+ 1.83% |
$464K - $485K
|
800K
$26.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.5K+ 7.33% |
$436K - $456K
|
198K
$6.61M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
12K+ 3.55% |
$386K - $404K
|
349K
$11.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.9KNew |
$350K - $367K
|
10.9K
$363K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.8K+ 9.08% |
$350K - $366K
|
130K
$4.35M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.42K+ 4.51% |
$239K - $250K
|
172K
$5.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.29K+ 5.66% |
$235K - $246K
|
136K
$4.54M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.02KNew |
$226K - $237K
|
7.02K
$234K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.05K+ 1.79% |
$195K - $204K
|
345K
$11.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.8K+ 1.31% |
$187K - $196K
|
449K
$15M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.88K+ 18.65% |
$60.5K - $63.2K
|
11.9K
$398K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 15.95% |
$47.5K - $49.7K
|
10.7K
$357K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
852+ 8.51% |
$27.5K - $28.7K
|
10.9K
$362K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
210+ 0.34% |
$6.77K - $7.08K
|
62.3K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 0.34% |
$451 - $472
|
4.11K
$137K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-66- 0.98% |
$2.13K - $2.23K
|
6.64K
$221K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-384- 2.71% |
$12.4K - $12.9K
|
13.8K
$461K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-833- 0.86% |
$26.9K - $28.1K
|
95.5K
$3.19M
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-994- 0.99% |
$32K - $33.5K
|
99.5K
$3.32M
|
|
|
Jan 06, 2026
Q4 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-1.27K- 9.99% |
$40.9K - $42.8K
|
11.4K
$382K
|
|
|
Jan 07, 2026
Q4 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.29K- 8.17% |
$41.7K - $43.6K
|
14.6K
$486K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.33K- 0.69% |
$42.8K - $44.8K
|
193K
$6.43M
|
|
|
Jan 05, 2026
Q4 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-1.9K- 0.19% |
$61.1K - $63.9K
|
1.01M
$33.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 16.95% |
$99.4K - $104K
|
15.1K
$504K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.09K- 4.91% |
$132K - $138K
|
79.2K
$2.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.09K- 96.71% |
$196K - $205K
|
207
$6.91K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-6.43K- 4.64% |
$207K - $217K
|
132K
$4.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-10.7K- 3.03% |
$345K - $361K
|
343K
$11.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-18.1K- 4.13% |
$582K - $609K
|
420K
$14M
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-24.5K- 2.28% |
$790K - $826K
|
1.05M
$35M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-230K- 16.44% |
$7.42M - $7.76M
|
1.17M
$39.1M
|
|