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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85KNew |
$72.9K - $79.7K
|
2.85K
$79.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.08KNew |
$156K - $170K
|
6.08K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$29.6K - $32.3K
|
1.16K
$32.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
469KNew |
$12M - $13.1M
|
469K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$517K - $565K
|
20.2K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 14.09% |
$736K - $805K
|
233K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55.2K- 83.58% |
$1.41M - $1.55M
|
10.8K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-32- 4.73% |
$820 - $896
|
645
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.67M+ 6.51% |
$42.9M - $46.9M
|
27.4M
$768M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
15.7K+ 6.99% |
$403K - $441K
|
241K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
998+ 0.17% |
$25.6K - $27.9K
|
588K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21K+ 70.09% |
$537K - $587K
|
50.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
424+ 0.71% |
$10.9K - $11.9K
|
60.5K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156K+ 9.26% |
$4M - $4.37M
|
1.84M
$51.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.19K+ 4.89% |
$56.1K - $61.3K
|
46.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.7K- 11.2% |
$1.43M - $1.56M
|
441K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
994+ 0.84% |
$25.5K - $27.8K
|
120K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-29- 0.04% |
$743 - $812
|
67.1K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.56K- 5.65% |
$39.9K - $43.7K
|
26K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
19.8K+ 34.83% |
$506K - $554K
|
76.5K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.1K+ 8.7% |
$1M - $1.09M
|
489K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.53K- 20.74% |
$116K - $127K
|
17.3K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.7K- 69.05% |
$350K - $383K
|
6.13K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
162+ 0.19% |
$4.15K - $4.54K
|
83.8K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31.2K+ 8.85% |
$799K - $874K
|
384K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.74KNew |
$44.5K - $48.6K
|
1.74K
$48.6K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
53.4K+ 7.56% |
$1.37M - $1.49M
|
759K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
82.5K+ 13.46% |
$2.11M - $2.31M
|
695K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.8KNew |
$354K - $388K
|
13.8K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.2KNew |
$210K - $230K
|
8.2K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.51K- 23.97% |
$218K - $238K
|
27K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-226K- 9.4% |
$5.78M - $6.32M
|
2.17M
$60.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9.56K+ 3.19% |
$245K - $268K
|
309K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
630New |
$16.1K - $17.6K
|
630
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
303KNew |
$7.75M - $8.48M
|
303K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.29MNew |
$32.9M - $36M
|
1.29M
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
231K+ 3.91% |
$5.9M - $6.45M
|
6.13M
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.07K- 3.17% |
$53.1K - $58K
|
63.3K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.26K+ 29.02% |
$109K - $119K
|
18.9K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
99.2K+ 842.93% |
$2.54M - $2.78M
|
111K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12+ 0.13% |
$307 - $336
|
9.6K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
144K+ 6.29% |
$3.68M - $4.02M
|
2.43M
$68M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
171KNew |
$4.37M - $4.78M
|
171K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.8K+ 90.76% |
$327K - $357K
|
26.8K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125K- 9.26% |
$3.21M - $3.51M
|
1.23M
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
209K+ 13.41% |
$5.35M - $5.85M
|
1.77M
$49.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.97K- 0.33% |
$76K - $83.1K
|
898K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.6K+ 13.72% |
$708K - $774K
|
229K
$6.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-113K- 8.76% |
$2.9M - $3.17M
|
1.18M
$33M
|