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 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
389K+ 99.85% |
$9.94M - $11.2M
|
779K
$21.8M
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
109KNew |
$2.8M - $3.06M
|
109K
$3.06M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.5K- 28.64% |
$1.24M - $1.36M
|
121K
$3.39M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$318K - $348K
|
12.4K
$348K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
72.2KNew |
$1.85M - $2.02M
|
72.2K
$2.02M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199K+ 13.31% |
$5.1M - $5.58M
|
1.7M
$47.5M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
36.3K+ 10.2% |
$929K - $1.02M
|
392K
$11M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
119KNew |
$3.04M - $3.32M
|
119K
$3.32M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.13K- 18.43% |
$54.6K - $59.7K
|
9.44K
$265K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.96M+ 1096.99% |
$50.3M - $55M
|
2.14M
$60M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20.5KNew |
$526K - $575K
|
20.5K
$575K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
372K+ 2.33% |
$9.52M - $10.4M
|
16.4M
$458M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.99K+ 30.62% |
$128K - $140K
|
21.3K
$596K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9KNew |
$330K - $360K
|
12.9K
$361K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.02% |
$51.2 - $56
|
12K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
145K+ 7.04% |
$3.71M - $4.05M
|
2.2M
$61.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 1.51% |
$42.8K - $46.8K
|
109K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 25.74% |
$104K - $114K
|
19.9K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 6.25% |
$256K - $280K
|
150K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.9KNew |
$305K - $334K
|
11.9K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9K+ 4.35% |
$535K - $585K
|
501K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.96KNew |
$229K - $251K
|
8.96K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.2K+ 16.18% |
$261K - $285K
|
73.2K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11.6K+ 0.98% |
$296K - $324K
|
1.2M
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 64.14% |
$400K - $438K
|
40K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
123K+ 10.39% |
$3.15M - $3.45M
|
1.31M
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
70.7KNew |
$1.81M - $1.98M
|
70.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15K+ 0.91% |
$385K - $421K
|
1.66M
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.5K+ 11.3% |
$628K - $686K
|
241K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.17K+ 0.5% |
$30K - $32.8K
|
237K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.41K- 46.85% |
$61.6K - $67.4K
|
2.73K
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.8K+ 7.74% |
$2.02M - $2.21M
|
1.1M
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
185K+ 18.17% |
$4.74M - $5.18M
|
1.2M
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
48.8KNew |
$1.25M - $1.37M
|
48.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.3KNew |
$290K - $317K
|
11.3K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.28K+ 18.84% |
$135K - $148K
|
33.3K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
251K+ 226.87% |
$6.43M - $7.03M
|
362K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.86KNew |
$47.7K - $52.2K
|
1.86K
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.12% |
$76.8 - $84
|
2.6K
$72.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.6KNew |
$1.65M - $1.81M
|
64.6K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.16K- 11.11% |
$29.6K - $32.4K
|
9.25K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.5K- 16.42% |
$1.7M - $1.86M
|
338K
$9.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-257K- 7.21% |
$6.58M - $7.19M
|
3.3M
$92.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
48.5K+ 5.96% |
$1.24M - $1.36M
|
862K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
302+ 0.57% |
$7.73K - $8.46K
|
53.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
59.4K+ 8.68% |
$1.52M - $1.66M
|
744K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.23% |
$25.6 - $28
|
82
$2.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20.6K+ 3.59% |
$527K - $576K
|
594K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
21.4K+ 59.03% |
$549K - $600K
|
57.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.44KNew |
$114K - $124K
|
4.44K
$124K
|
|