Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFIC)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
759+ 5.76% |
$19.4K - $21.3K
|
13.9K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
33.3KNew |
$853K - $933K
|
33.3K
$883K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.19K+ 4.0% |
$184K - $201K
|
187K
$4.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30K+ 55.63% |
$768K - $840K
|
83.9K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
28K+ 248.93% |
$717K - $784K
|
39.2K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135+ 0.82% |
$3.46K - $3.78K
|
16.6K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
107K+ 7.58% |
$2.73M - $2.99M
|
1.51M
$40.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16K+ 3.89% |
$29.6K - $32.3K
|
30.8K
$817K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
352KNew |
$9.01M - $9.85M
|
352K
$9.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
63.5KNew |
$1.63M - $1.78M
|
63.5K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
29.4K+ 46.05% |
$753K - $824K
|
93.3K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
51.3K+ 3.91% |
$1.31M - $1.44M
|
1.36M
$36.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
67.6K+ 7.08% |
$1.73M - $1.89M
|
1.02M
$27.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
37.2K+ 8.59% |
$952K - $1.04M
|
470K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.12KNew |
$28.8K - $31.4K
|
1.12K
$29.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
13.1K+ 4.01% |
$337K - $368K
|
341K
$9.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 0.57% |
$1.41K - $1.54K
|
9.63K
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
85+ 0.12% |
$2.18K - $2.38K
|
69.4K
$1.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
33.5KNew |
$858K - $939K
|
33.5K
$888K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 1.7% |
$26K - $28.5K
|
61K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 21.01% |
$81.5K - $89.1K
|
18.3K
$486K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.65K+ 1.75% |
$196K - $214K
|
444K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
90.3K+ 14.52% |
$2.31M - $2.53M
|
713K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 14.27% |
$192K - $210K
|
60.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
156KNew |
$4M - $4.38M
|
156K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
17.3K+ 2.77% |
$443K - $485K
|
642K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
180K+ 4.97% |
$4.62M - $5.05M
|
3.81M
$101M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 9.48% |
$189K - $207K
|
85.3K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 11.74% |
$2.84M - $3.11M
|
1.06M
$28M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
44.9K+ 232.54% |
$1.15M - $1.26M
|
64.2K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
38.9K+ 7.37% |
$995K - $1.09M
|
566K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.1K+ 5.15% |
$464K - $507K
|
370K
$9.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
61K+ 4.16% |
$1.56M - $1.71M
|
1.53M
$40.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.69K- 1.37% |
$146K - $159K
|
408K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
107+ 0.43% |
$2.74K - $3K
|
24.8K
$658K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 11.16% |
$5.06M - $5.54M
|
1.97M
$52.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.01% |
$51.2 - $56
|
38.1K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.7K- 46.7% |
$760K - $831K
|
33.9K
$898K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
150+ 0.81% |
$3.84K - $4.2K
|
18.6K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-528- 0.63% |
$13.5K - $14.8K
|
83.3K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 8.01% |
$649K - $709K
|
341K
$9.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 29.16% |
$369K - $404K
|
63.8K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.1KNew |
$28.1K - $30.7K
|
1.1K
$29K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
131K+ 8.01% |
$3.36M - $3.68M
|
1.77M
$46.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.03K- 4.2% |
$103K - $113K
|
91.8K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.47K- 0.4% |
$140K - $153K
|
1.38M
$36.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.5K+ 38.96% |
$1.93M - $2.11M
|
269K
$7.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46.2K+ 12.75% |
$1.18M - $1.29M
|
409K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93.4KNew |
$2.39M - $2.61M
|
93.4K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10.56% |
$2.75M - $3.01M
|
1.13M
$29.8M
|