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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33.1K+ 2.86% |
$839K - $939K
|
1.19M
$30.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.36K+ 7.5% |
$187K - $209K
|
105K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.5K- 6.81% |
$63.3K - $70.8K
|
34.1K
$882K
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
71.9K+ 5.38% |
$1.82M - $2.04M
|
1.41M
$36.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 0.56% |
$1.34K - $1.5K
|
9.58K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.09% |
$178 - $199
|
7.67K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-17K- 3.82% |
$430K - $481K
|
427K
$11M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80+ 0.49% |
$2.03K - $2.27K
|
16.4K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
47.8K+ 8.52% |
$1.21M - $1.36M
|
609K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
896+ 3.76% |
$22.7K - $25.4K
|
24.7K
$639K
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66.5K+ 10.42% |
$1.69M - $1.89M
|
705K
$18.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-52.6K- 13.08% |
$1.33M - $1.49M
|
349K
$9.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
33.9K+ 5.43% |
$861K - $963K
|
659K
$17M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 7.09% |
$284K - $318K
|
169K
$4.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4.38K+ 2.45% |
$111K - $124K
|
183K
$4.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
180K+ 14.65% |
$4.56M - $5.1M
|
1.41M
$36.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
900+ 29.03% |
$22.8K - $25.5K
|
4K
$103K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.6K+ 18.72% |
$66K - $73.9K
|
16.5K
$427K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 3.27% |
$66.1K - $73.9K
|
77K
$1.99M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
15.9K+ 5.61% |
$404K - $452K
|
300K
$7.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-784- 1.88% |
$19.9K - $22.2K
|
41K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
5.09K+ 1.24% |
$129K - $144K
|
414K
$10.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
29.7K+ 9.21% |
$754K - $844K
|
353K
$9.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-104K- 23.94% |
$2.64M - $2.95M
|
331K
$8.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
372K+ 14.95% |
$9.44M - $10.6M
|
2.86M
$74M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.51KNew |
$216K - $242K
|
8.51K
$220K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
60.3K+ 4.19% |
$1.53M - $1.71M
|
1.5M
$38.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.48K+ 13.33% |
$164K - $184K
|
55.1K
$1.42M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
7.29K+ 6.37% |
$185K - $207K
|
122K
$3.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
25.1K+ 9.06% |
$636K - $712K
|
302K
$7.81M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
513K+ 19.63% |
$13M - $14.6M
|
3.13M
$80.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
279+ 0.47% |
$7.08K - $7.92K
|
60K
$1.55M
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
26.9K+ 2.92% |
$682K - $763K
|
946K
$24.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
313K+ 101.17% |
$7.94M - $8.88M
|
622K
$16.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.6K+ 25.12% |
$268K - $299K
|
52.6K
$1.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.8K- 2.83% |
$909K - $1.02M
|
1.23M
$31.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
51.5K+ 5.32% |
$1.3M - $1.46M
|
1.02M
$26.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
3.08K+ 0.49% |
$78K - $87.2K
|
625K
$16.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
18.2K+ 30.69% |
$462K - $517K
|
77.5K
$2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.4KNew |
$1.3M - $1.46M
|
51.4K
$1.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
BUY
|
- |
23.2K+ 5.66% |
$588K - $658K
|
433K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-5.96K- 0.8% |
$151K - $169K
|
743K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.84K+ 5.97% |
$199K - $222K
|
139K
$3.59M
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
27.2K+ 6.45% |
$691K - $773K
|
450K
$11.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
46+ 0.44% |
$1.17K - $1.31K
|
10.5K
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 2.41% |
$322K - $360K
|
539K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.64K+ 24.2% |
$118K - $132K
|
23.8K
$615K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
800+ 4.31% |
$20.3K - $22.7K
|
19.4K
$500K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
99.2K+ 6.44% |
$2.52M - $2.81M
|
1.64M
$42.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.05K+ 5.08% |
$103K - $115K
|
83.8K
$2.17M
|