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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.4K+ 1.57% |
$351K - $377K
|
740K
$24.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
150K+ 17.37% |
$4.6M - $4.94M
|
1.01M
$33.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
537+ 2.22% |
$16.5K - $17.7K
|
24.8K
$827K
|
|
|
Nov 07, 2025
Q3 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-2.91K- 4.09% |
$89.4K - $95.9K
|
68.1K
$2.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10.8K+ 1.57% |
$334K - $358K
|
702K
$23.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.64K+ 1.01% |
$50.5K - $54.2K
|
165K
$5.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.5K+ 9.25% |
$138K - $148K
|
53.1K
$1.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.97K- 6.31% |
$60.6K - $65K
|
29.3K
$977K
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.58K+ 0.79% |
$141K - $151K
|
585K
$19.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
40.1K+ 6.56% |
$1.23M - $1.32M
|
652K
$21.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40.1K- 6.32% |
$1.23M - $1.32M
|
595K
$19.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11.1K+ 1.97% |
$342K - $367K
|
575K
$19.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-167K- 15.19% |
$5.15M - $5.52M
|
934K
$31.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
34+ 0.41% |
$1.05K - $1.12K
|
8.3K
$277K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.81K+ 8.21% |
$55.6K - $59.6K
|
23.8K
$795K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.18K- 2.24% |
$97.8K - $105K
|
139K
$4.63M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.99KNew |
$215K - $231K
|
6.99K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-33.4K- 1.49% |
$1.03M - $1.1M
|
2.2M
$73.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-9.42K- 13.92% |
$290K - $311K
|
58.2K
$1.94M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
40.3K+ 1.26% |
$1.24M - $1.33M
|
3.24M
$108M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
57.7K+ 5.74% |
$1.78M - $1.91M
|
1.06M
$35.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.12K- 1.89% |
$34.6K - $37.1K
|
58.3K
$1.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-2- 1.27% |
$61.5 - $66
|
156
$5.21K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
177+ 1.31% |
$5.44K - $5.84K
|
13.7K
$459K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.25K+ 27.0% |
$100K - $107K
|
15.3K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
206K+ 166.51% |
$6.35M - $6.81M
|
330K
$11M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
45.5K+ 5.71% |
$1.4M - $1.5M
|
843K
$28.1M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 0.24% |
$368K - $395K
|
5.1M
$170M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.5K+ 0.93% |
$46K - $49.4K
|
162K
$5.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-4.65K- 2.15% |
$143K - $153K
|
212K
$7.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
31.8K+ 0.94% |
$979K - $1.05M
|
3.41M
$114M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-23.3K- 8.7% |
$716K - $768K
|
244K
$8.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
61K+ 7.62% |
$1.88M - $2.01M
|
861K
$28.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
214New |
$6.58K - $7.06K
|
214
$7.14K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.18K+ 25.29% |
$36.3K - $39K
|
5.85K
$195K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
269K+ 1236.03% |
$8.29M - $8.89M
|
291K
$9.72M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
37.6K+ 10.46% |
$1.16M - $1.24M
|
397K
$13.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-17K- 30.71% |
$524K - $563K
|
38.5K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.28% |
$523 - $561
|
6.16K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.7K+ 176.84% |
$1.04M - $1.11M
|
52.8K
$1.76M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.94K+ 8.75% |
$59.6K - $63.9K
|
24.1K
$803K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.12K+ 3.82% |
$95.9K - $103K
|
84.8K
$2.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.94K+ 0.42% |
$183K - $196K
|
1.41M
$47M
|
|
|
Nov 05, 2025
Q3 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
242K+ 67.41% |
$7.45M - $7.99M
|
601K
$20.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.98K- 2.43% |
$215K - $230K
|
280K
$9.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34K+ 42.32% |
$1.05M - $1.12M
|
114K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
1.3K+ 1.61% |
$40K - $42.9K
|
82.2K
$2.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.72K+ 3.84% |
$114K - $123K
|
100K
$3.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.9K+ 79.06% |
$335K - $359K
|
24.7K
$823K
|
|
|
Nov 05, 2025
Q3 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-750- 0.11% |
$23.1K - $24.8K
|
657K
$21.9M
|
|