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 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-104K- 6.37% |
$3.21M - $3.45M
|
1.53M
$51.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-774- 10.87% |
$23.8K - $25.5K
|
6.35K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-19.4K- 62.3% |
$597K - $640K
|
11.7K
$392K
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.46K+ 4.85% |
$106K - $114K
|
74.7K
$2.49M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 47.15% |
$346K - $371K
|
12.6K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.96K- 6.73% |
$214K - $230K
|
96.3K
$3.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.42K+ 10.18% |
$105K - $113K
|
37K
$1.24M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.05K+ 19.46% |
$63.1K - $67.7K
|
12.6K
$420K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-289- 1.38% |
$8.89K - $9.54K
|
20.7K
$692K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-53.8K- 1.5% |
$1.66M - $1.78M
|
3.54M
$118M
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.18K+ 1.02% |
$97.7K - $105K
|
315K
$10.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58.4K+ 392.71% |
$1.8M - $1.93M
|
73.2K
$2.44M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-16K- 5.37% |
$492K - $528K
|
282K
$9.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-33.8K- 8.62% |
$1.04M - $1.11M
|
358K
$11.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.7K+ 4.48% |
$730K - $783K
|
553K
$18.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.1K+ 2.7% |
$157K - $168K
|
194K
$6.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.39K+ 3.4% |
$104K - $112K
|
103K
$3.44M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.63K+ 1.5% |
$142K - $153K
|
314K
$10.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-964- 2.67% |
$29.7K - $31.8K
|
35.1K
$1.17M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.2K+ 52.66% |
$838K - $899K
|
79K
$2.64M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
15K+ 3.79% |
$461K - $495K
|
410K
$13.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
219KNew |
$6.75M - $7.24M
|
219K
$7.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.2KNew |
$191K - $205K
|
6.2K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
141K+ 7.07% |
$4.34M - $4.65M
|
2.14M
$71.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$407K - $437K
|
13.2K
$442K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
16.3K+ 3.11% |
$500K - $537K
|
539K
$18M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.25K- 6.43% |
$162K - $173K
|
76.5K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.56K- 8.81% |
$78.7K - $84.4K
|
26.5K
$883K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.02K+ 0.43% |
$62.2K - $66.7K
|
475K
$15.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.2KNew |
$222K - $238K
|
7.2K
$240K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
530+ 1.38% |
$16.3K - $17.5K
|
38.9K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38.4K+ 9.93% |
$1.18M - $1.27M
|
425K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.1K+ 2.41% |
$651K - $698K
|
899K
$30M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-980- 3.2% |
$30.1K - $32.3K
|
29.7K
$991K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
165K+ 6.49% |
$5.08M - $5.45M
|
2.71M
$90.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
572K+ 3.58% |
$17.6M - $18.9M
|
16.5M
$552M
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
12.6K+ 1.79% |
$389K - $418K
|
719K
$24M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
24.2K+ 25.16% |
$745K - $799K
|
120K
$4.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-62- 0.84% |
$1.91K - $2.05K
|
7.29K
$243K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
20.9K+ 5.42% |
$643K - $690K
|
407K
$13.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-22.1KClosed |
$678K - $728K
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.02K+ 2.56% |
$247K - $265K
|
321K
$10.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.28% |
$738 - $792
|
8.65K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-82- 0.24% |
$2.52K - $2.71K
|
34.5K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-662- 3.13% |
$20.4K - $21.9K
|
20.5K
$684K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.98KNew |
$122K - $131K
|
3.98K
$133K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
190K+ 8.4% |
$5.85M - $6.28M
|
2.45M
$81.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
38+ 0.41% |
$1.17K - $1.25K
|
9.29K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
485+ 4.17% |
$14.9K - $16K
|
12.1K
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19+ 0.28% |
$584 - $627
|
6.82K
$228K
|
|