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 20, 2026
Q4 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.07K+ 11.36% |
$34.5K - $36.1K
|
10.5K
$350K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 8.21% |
$39.3K - $41.1K
|
16.1K
$536K
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
9.22K+ 4.06% |
$297K - $311K
|
236K
$7.89M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.64K- 17.26% |
$52.9K - $55.3K
|
7.86K
$263K
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
4.82K+ 1.05% |
$155K - $162K
|
463K
$15.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
20.7K+ 2.18% |
$666K - $697K
|
969K
$32.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.4KNew |
$367K - $384K
|
11.4K
$380K
|
|
|
Jan 16, 2026
Q4 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-1.83K- 13.13% |
$59K - $61.7K
|
12.1K
$404K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
9+ 0.73% |
$290 - $303
|
1.23K
$41.2K
|
|
|
Jan 16, 2026
Q4 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-414- 3.64% |
$13.3K - $14K
|
11K
$366K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.42K+ 16.37% |
$142K - $149K
|
31.4K
$1.05M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
732+ 0.52% |
$23.6K - $24.7K
|
141K
$4.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.55K+ 6.91% |
$243K - $255K
|
117K
$3.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-6.14K- 5.13% |
$198K - $207K
|
113K
$3.79M
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
290+ 0.71% |
$9.35K - $9.78K
|
40.9K
$1.37M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-82- 0.15% |
$2.64K - $2.77K
|
52.9K
$1.77M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.34K- 11.99% |
$75.3K - $78.8K
|
17.1K
$572K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5K+ 17.34% |
$161K - $169K
|
33.8K
$1.13M
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-512- 0.47% |
$16.5K - $17.3K
|
108K
$3.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-165K- 19.22% |
$5.33M - $5.57M
|
695K
$23.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
30K+ 37.95% |
$966K - $1.01M
|
109K
$3.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.16KNew |
$231K - $241K
|
7.16K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
37.2K+ 7.72% |
$1.2M - $1.25M
|
519K
$17.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.91K- 13.26% |
$126K - $132K
|
25.6K
$853K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-96.3K- 6.47% |
$3.1M - $3.25M
|
1.39M
$46.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-226- 2.31% |
$7.29K - $7.62K
|
9.55K
$319K
|
|
|
Jan 15, 2026
Q4 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-2.39K- 0.38% |
$77K - $80.5K
|
625K
$20.9M
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-15.8K- 4.82% |
$508K - $532K
|
311K
$10.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.1K+ 2.44% |
$583K - $609K
|
758K
$25.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.36K+ 4.03% |
$43.8K - $45.9K
|
35.1K
$1.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
366+ 2.4% |
$11.8K - $12.3K
|
15.6K
$521K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-149- 0.18% |
$4.8K - $5.02K
|
82K
$2.74M
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.63KNew |
$214K - $223K
|
6.63K
$221K
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.61K+ 8.62% |
$51.9K - $54.3K
|
20.3K
$677K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.05K- 0.77% |
$33.8K - $35.3K
|
135K
$4.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-31- 30.1% |
$999 - $1.05K
|
72
$2.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
218K+ 39.33% |
$7.03M - $7.35M
|
773K
$25.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
24.4K+ 4.96% |
$788K - $824K
|
517K
$17.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
90.1KNew |
$2.9M - $3.04M
|
90.1K
$3.01M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.8K+ 12.31% |
$411K - $430K
|
116K
$3.88M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
3.87K+ 2.69% |
$125K - $130K
|
147K
$4.92M
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-384- 2.71% |
$12.4K - $12.9K
|
13.8K
$461K
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.09K- 96.71% |
$196K - $205K
|
207
$6.91K
|
|
|
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 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
210K+ 91.23% |
$6.77M - $7.08M
|
440K
$14.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.57K+ 7.11% |
$147K - $154K
|
68.8K
$2.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.15KNew |
$198K - $207K
|
6.15K
$205K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.4K+ 1.83% |
$464K - $485K
|
800K
$26.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.8K+ 9.08% |
$350K - $366K
|
130K
$4.35M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.08K- 16.95% |
$99.4K - $104K
|
15.1K
$504K
|
|