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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.49K- 12.22% |
$38K - $42.9K
|
10.7K
$298K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.5K+ 2.06% |
$447K - $504K
|
867K
$24.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
77.1K+ 41.25% |
$1.97M - $2.22M
|
264K
$7.34M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 44.44% |
$51.1K - $57.6K
|
2.5K
$69.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
414+ 4.01% |
$10.6K - $11.9K
|
10.7K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
127K+ 7.46% |
$3.23M - $3.64M
|
1.82M
$50.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
72.2K+ 116.9% |
$1.84M - $2.08M
|
134K
$3.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.8K+ 1.31% |
$430K - $484K
|
1.3M
$36.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.82K+ 11.94% |
$149K - $168K
|
54.5K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.62K- 1.87% |
$66.9K - $75.4K
|
137K
$3.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-338- 3.44% |
$8.63K - $9.73K
|
9.47K
$264K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-17.5K- 1.5% |
$448K - $505K
|
1.15M
$32M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
35.7K+ 3.96% |
$912K - $1.03M
|
938K
$26.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
49.9K+ 6.58% |
$1.27M - $1.44M
|
808K
$22.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24.3K+ 5.94% |
$620K - $698K
|
433K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$294K - $331K
|
11.5K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 13.56% |
$419K - $472K
|
105K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.51K- 5.52% |
$89.6K - $101K
|
60K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 1.08% |
$90.9K - $102K
|
334K
$9.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
27.2K+ 6.25% |
$695K - $783K
|
462K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 6.37% |
$39.3K - $44.3K
|
22.6K
$630K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.8K+ 34.22% |
$558K - $629K
|
85.7K
$2.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.07K- 12.13% |
$104K - $117K
|
29.5K
$821K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.32K- 0.39% |
$33.8K - $38.1K
|
336K
$9.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.11K+ 0.29% |
$131K - $147K
|
1.78M
$49.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.7K- 0.61% |
$273K - $308K
|
1.74M
$48.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.52K+ 1.61% |
$192K - $217K
|
476K
$13.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.14K+ 10.36% |
$29.1K - $32.8K
|
12.1K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.14K+ 6.47% |
$208K - $234K
|
134K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 12.68% |
$276K - $311K
|
96.1K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
93.7K+ 46.18% |
$2.39M - $2.7M
|
297K
$8.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
48.9K+ 10.98% |
$1.25M - $1.41M
|
495K
$13.8M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-335- 0.87% |
$8.56K - $9.64K
|
38.2K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 5.14% |
$2.58M - $2.9M
|
2.06M
$57.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
98.2K+ 15.78% |
$2.51M - $2.83M
|
721K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
55.1K+ 4.01% |
$1.41M - $1.59M
|
1.43M
$39.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.49KNew |
$191K - $216K
|
7.49K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-173K- 14.79% |
$4.43M - $4.99M
|
998K
$27.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.13KNew |
$233K - $263K
|
9.13K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65K+ 28.83% |
$67.6K - $76.2K
|
11.8K
$329K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
53K+ 191.95% |
$1.35M - $1.53M
|
80.6K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.44K+ 5.25% |
$164K - $185K
|
129K
$3.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
615K+ 513.83% |
$15.7M - $17.7M
|
735K
$20.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30.7K- 16.69% |
$783K - $883K
|
153K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108KNew |
$2.76M - $3.11M
|
108K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
185K+ 27.35% |
$4.71M - $5.31M
|
859K
$23.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
36.2K+ 9.73% |
$925K - $1.04M
|
409K
$11.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-10.2K- 3.15% |
$261K - $294K
|
314K
$8.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.08K+ 0.77% |
$53.1K - $59.9K
|
271K
$7.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
28.3K+ 48.28% |
$724K - $816K
|
87K
$2.42M
|