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 05, 2025
Q4 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
28K+ 6.91% |
$716K - $783K
|
433K
$12.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
13.6K+ 23.07% |
$349K - $382K
|
72.7K
$2.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.5KNew |
$345K - $377K
|
13.5K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
29.5K+ 3.84% |
$756K - $826K
|
798K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 8.56% |
$285K - $312K
|
141K
$3.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.35K+ 9.24% |
$34.5K - $37.8K
|
15.9K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11+ 0.03% |
$282 - $308
|
34.1K
$956K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
222K+ 7.71% |
$5.69M - $6.22M
|
3.11M
$87M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.33K- 38.42% |
$59.7K - $65.3K
|
3.74K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30.9K+ 33.82% |
$790K - $864K
|
122K
$3.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.77K- 1.13% |
$45.4K - $49.6K
|
154K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
154+ 1.33% |
$3.94K - $4.31K
|
11.7K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$49.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.7KNew |
$324K - $354K
|
12.7K
$355K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.68K+ 8.4% |
$120K - $131K
|
60.4K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
66.5KNew |
$1.7M - $1.86M
|
66.5K
$1.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
60.9K+ 49.98% |
$1.56M - $1.7M
|
183K
$5.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
58.7KNew |
$1.5M - $1.64M
|
58.7K
$1.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-17K- 7.17% |
$437K - $477K
|
221K
$6.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
53.6K+ 1.1% |
$1.37M - $1.5M
|
4.92M
$138M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.18K+ 0.91% |
$30.2K - $33K
|
131K
$3.68M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
641K+ 22.38% |
$16.4M - $17.9M
|
3.5M
$98.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
294KNew |
$7.53M - $8.24M
|
294K
$8.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
245KNew |
$6.28M - $6.86M
|
245K
$6.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
104K+ 17.47% |
$2.65M - $2.9M
|
697K
$19.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-75.7K- 11.02% |
$1.94M - $2.12M
|
611K
$17.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$414K - $453K
|
16.2K
$453K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
60.6K+ 5.09% |
$1.55M - $1.7M
|
1.25M
$35.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
94.3K+ 6.69% |
$2.42M - $2.64M
|
1.5M
$42.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 13.5% |
$36.6K - $40K
|
9.16K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151K- 5.71% |
$3.86M - $4.22M
|
2.49M
$69.9M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1MNew |
$25.7M - $28.1M
|
1M
$28.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138+ 1.12% |
$3.53K - $3.86K
|
12.4K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-26.9K- 15.75% |
$689K - $754K
|
144K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$49.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-3.64K- 4.69% |
$93.1K - $102K
|
73.9K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.5% |
$615 - $672
|
1.58K
$44.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
149K+ 4.75% |
$3.81M - $4.16M
|
3.28M
$91.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-73- 0.31% |
$1.87K - $2.04K
|
23.7K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.63KNew |
$221K - $242K
|
8.63K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.08K+ 8.29% |
$78.8K - $86.1K
|
40.2K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 33.34% |
$350K - $383K
|
54.7K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.6K+ 3.19% |
$476K - $521K
|
602K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-9.44K- 28.07% |
$242K - $264K
|
24.2K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
110K+ 29.65% |
$2.82M - $3.09M
|
482K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.09K+ 3.35% |
$27.9K - $30.5K
|
33.6K
$941K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8.58K+ 2.09% |
$220K - $240K
|
419K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.3K+ 13.34% |
$264K - $288K
|
87.5K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.3K- 2.99% |
$58.9K - $64.4K
|
74.7K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 2.15% |
$7.04K - $7.7K
|
12.5K
$350K
|