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 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
670K+ 43.61% |
$17.1M - $18.7M
|
2.2M
$61.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.3K+ 2.55% |
$802K - $877K
|
1.26M
$35.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.54K+ 1.93% |
$193K - $211K
|
398K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
14.1K+ 7.34% |
$362K - $396K
|
207K
$5.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 3.59% |
$60.8K - $66.5K
|
68.6K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
9.35KNew |
$239K - $262K
|
9.35K
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.58K+ 0.27% |
$40.3K - $44.1K
|
591K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
354KNew |
$9.06M - $9.9M
|
354K
$9.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$587K - $642K
|
22.9K
$642K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.02KNew |
$154K - $169K
|
6.02K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.84% |
$282 - $308
|
1.32K
$37K
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
BUY
|
- |
38.1K+ 3.37% |
$975K - $1.07M
|
1.17M
$32.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
165KNew |
$4.22M - $4.62M
|
165K
$4.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$341K - $373K
|
13.3K
$374K
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
863KNew |
$22.1M - $24.2M
|
863K
$24.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
840KNew |
$21.5M - $23.5M
|
840K
$23.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.83K+ 3.05% |
$47K - $51.4K
|
62K
$1.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.89K+ 1.37% |
$48.5K - $53K
|
140K
$3.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
132K+ 10.15% |
$3.38M - $3.69M
|
1.43M
$40.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.8K+ 11.5% |
$789K - $863K
|
299K
$8.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
108K+ 125.05% |
$2.77M - $3.03M
|
195K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164KNew |
$4.2M - $4.59M
|
164K
$4.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
446KNew |
$11.4M - $12.5M
|
446K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-448- 2.56% |
$11.5K - $12.5K
|
17K
$477K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
43+ 0.44% |
$1.1K - $1.2K
|
9.81K
$275K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.3K+ 9.01% |
$340K - $372K
|
161K
$4.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
533+ 0.99% |
$13.7K - $14.9K
|
54.5K
$1.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
216KNew |
$5.54M - $6.06M
|
216K
$6.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28K- 3.68% |
$716K - $783K
|
731K
$20.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 3.61% |
$195K - $213K
|
203K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
817K+ 7689.53% |
$20.9M - $22.9M
|
828K
$23.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.35K+ 1.28% |
$163K - $178K
|
504K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47.3K+ 34.49% |
$1.21M - $1.32M
|
184K
$5.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10.6K+ 25.51% |
$272K - $297K
|
52.2K
$1.46M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
260K+ 5.63% |
$6.65M - $7.27M
|
4.88M
$137M
|
|
|
Feb 07, 2025
Q4 2024
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
38.2KNew |
$978K - $1.07M
|
38.2K
$1.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
337KNew |
$8.64M - $9.45M
|
337K
$9.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.39K+ 1.98% |
$164K - $179K
|
330K
$9.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.32KNew |
$59.3K - $64.8K
|
2.32K
$64.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2KNew |
$261K - $285K
|
10.2K
$285K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
186+ 75.92% |
$4.76K - $5.21K
|
431
$12.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
58.9K+ 8.54% |
$1.51M - $1.65M
|
749K
$21M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$5.06M - $5.53M
|
197K
$5.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.1K+ 1.09% |
$285K - $312K
|
1.03M
$28.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
581+ 5.39% |
$14.9K - $16.3K
|
11.4K
$318K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
330New |
$8.45K - $9.24K
|
330
$9.25K
|
|
|
Feb 05, 2025
Q4 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
47.4K+ 15.69% |
$1.21M - $1.33M
|
349K
$9.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.43KNew |
$242K - $264K
|
9.43K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
42.2KNew |
$1.08M - $1.18M
|
42.2K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.22K- 0.14% |
$108K - $118K
|
2.92M
$81.7M
|