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 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
664+ 1.14% |
$17K - $18.6K
|
58.9K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
122KNew |
$3.14M - $3.43M
|
122K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 142.62% |
$278K - $304K
|
18.5K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.93K+ 0.43% |
$49.5K - $54.1K
|
448K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
15.5K+ 116.66% |
$396K - $433K
|
28.7K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.72KNew |
$69.7K - $76.2K
|
2.72K
$76.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
371KNew |
$9.51M - $10.4M
|
371K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.2K+ 9.83% |
$518K - $566K
|
226K
$6.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
91.8KNew |
$2.35M - $2.57M
|
91.8K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
456KNew |
$11.7M - $12.8M
|
456K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
398KNew |
$10.2M - $11.2M
|
398K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
193K+ 14.67% |
$4.94M - $5.4M
|
1.51M
$42.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.6K+ 4.59% |
$681K - $745K
|
606K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-256K- 96.13% |
$6.56M - $7.18M
|
10.3K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
73.9K+ 8.65% |
$1.89M - $2.07M
|
929K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.2KNew |
$107K - $117K
|
4.2K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 9.1% |
$62.9M - $68.8M
|
29.5M
$825M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
64.7K+ 30.14% |
$1.66M - $1.81M
|
279K
$7.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.68K- 30.19% |
$94.2K - $103K
|
8.5K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
33.1K+ 15.36% |
$848K - $927K
|
249K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77KNew |
$71K - $77.7K
|
2.77K
$77.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
27.5KNew |
$705K - $771K
|
27.5K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.07KNew |
$27.3K - $29.8K
|
1.07K
$29.8K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.57KNew |
$65.9K - $72K
|
2.57K
$72.1K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
27+ 0.11% |
$691 - $756
|
25.1K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
305+ 24.11% |
$7.81K - $8.54K
|
1.57K
$44K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323K+ 15.59% |
$8.28M - $9.05M
|
2.4M
$67.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65K- 22.01% |
$67.9K - $74.3K
|
9.4K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
76.9K+ 37.9% |
$1.97M - $2.15M
|
280K
$7.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
59.5K+ 384.15% |
$1.52M - $1.67M
|
75K
$2.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
80.8KNew |
$2.07M - $2.26M
|
80.8K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421K+ 64.26% |
$10.8M - $11.8M
|
1.08M
$30.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
BUY
|
- |
48.8K+ 2.47% |
$1.25M - $1.37M
|
2.02M
$56.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
181+ 7.03% |
$4.64K - $5.07K
|
2.76K
$77.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
547K+ 175.74% |
$14M - $15.3M
|
858K
$24M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.23K+ 20.41% |
$57.2K - $62.5K
|
13.2K
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.6K+ 33.66% |
$322K - $353K
|
50K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
625KNew |
$16M - $17.5M
|
625K
$17.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
167KNew |
$4.27M - $4.67M
|
167K
$4.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.14K+ 3.74% |
$157K - $172K
|
170K
$4.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
49.5K+ 1250.78% |
$1.27M - $1.38M
|
53.4K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
627K+ 74.82% |
$16.1M - $17.6M
|
1.46M
$41M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
35.6K+ 7.09% |
$912K - $997K
|
537K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
146KNew |
$3.75M - $4.1M
|
146K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
77K+ 3.99% |
$1.97M - $2.15M
|
2M
$56.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9+ 0.0% |
$230 - $252
|
231K
$6.46M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
10.4KNew |
$267K - $292K
|
10.4K
$293K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
949New |
$24.3K - $26.6K
|
949
$26.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 29.94% |
$2.83M - $3.09M
|
479K
$13.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-660- 0.67% |
$16.9K - $18.5K
|
97.7K
$2.74M
|