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 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.2K+ 11.48% |
$407K - $436K
|
128K
$4.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.17K+ 3.22% |
$128K - $138K
|
134K
$4.46M
|
|
|
Nov 05, 2025
Q3 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 13.78% |
$34.4K - $36.9K
|
9.23K
$308K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.07K- 0.7% |
$33K - $35.5K
|
153K
$5.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12.7K+ 98.45% |
$392K - $420K
|
25.7K
$857K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.21K+ 50.37% |
$191K - $205K
|
18.5K
$619K
|
|
|
Nov 04, 2025
Q3 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.57K+ 7.91% |
$294K - $316K
|
131K
$4.36M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.62K+ 49.77% |
$234K - $252K
|
22.9K
$765K
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25KNew |
$770K - $826K
|
25K
$835K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-22- 0.06% |
$677 - $726
|
34.7K
$1.16M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-31.3K- 4.66% |
$962K - $1.03M
|
640K
$21.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 0.21% |
$2.55K - $2.74K
|
39K
$1.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.33K- 2.02% |
$40.9K - $43.9K
|
64.6K
$2.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-16.5K- 4.8% |
$507K - $544K
|
327K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24M- 83.34% |
$737M - $791M
|
4.79M
$160M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-859- 4.96% |
$26.4K - $28.4K
|
16.5K
$549K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
302K+ 27.63% |
$9.29M - $9.96M
|
1.39M
$46.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
99.4K+ 4.71% |
$3.06M - $3.28M
|
2.21M
$73.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 7.85% |
$342K - $367K
|
153K
$5.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
502+ 0.47% |
$15.4K - $16.6K
|
108K
$3.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.01K- 1.95% |
$216K - $231K
|
353K
$11.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 8.0% |
$89.6K - $96.1K
|
39.3K
$1.31M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.33K+ 29.64% |
$226K - $242K
|
32.1K
$1.07M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
72.2K+ 8.23% |
$2.22M - $2.38M
|
950K
$31.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20.4KNew |
$628K - $674K
|
20.4K
$682K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
160New |
$4.92K - $5.28K
|
160
$5.34K
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.9K+ 18.87% |
$550K - $591K
|
113K
$3.76M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.37K- 3.29% |
$42.2K - $45.3K
|
40.4K
$1.35M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18.4K- 1.49% |
$566K - $607K
|
1.22M
$40.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22.4K+ 13.73% |
$690K - $741K
|
186K
$6.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
153K+ 236.1% |
$4.69M - $5.04M
|
217K
$7.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.01K+ 103.82% |
$185K - $198K
|
11.8K
$394K
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 14.58% |
$73.1K - $78.5K
|
13.9K
$465K
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
523+ 1.66% |
$16.1K - $17.3K
|
31.9K
$1.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 3.21% |
$33.1K - $35.6K
|
32.5K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
962+ 6.74% |
$29.6K - $31.8K
|
15.2K
$509K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10.4K- 4.24% |
$320K - $343K
|
235K
$7.84M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-32.1K- 3.5% |
$987K - $1.06M
|
885K
$29.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.3K+ 5.66% |
$779K - $836K
|
473K
$15.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.13K- 0.66% |
$96.2K - $103K
|
472K
$15.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
70.5KNew |
$2.17M - $2.33M
|
70.5K
$2.35M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-536- 6.24% |
$16.5K - $17.7K
|
8.05K
$269K
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-2.26K- 3.12% |
$69.5K - $74.6K
|
70.1K
$2.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.97K- 2.25% |
$60.6K - $65K
|
85.5K
$2.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
163KNew |
$5M - $5.37M
|
163K
$5.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.91K+ 14.32% |
$58.8K - $63.1K
|
15.3K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-118K- 60.59% |
$3.62M - $3.89M
|
76.6K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5.65KNew |
$174K - $187K
|
5.65K
$189K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.5K+ 55.56% |
$723K - $776K
|
65.8K
$2.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.8K+ 17.25% |
$271K - $290K
|
59.8K
$2M
|
|