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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.26% |
$1.08K - $1.18K
|
16.5K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 226.44% |
$582K - $636K
|
32.7K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
275K+ 43.93% |
$7.05M - $7.71M
|
902K
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 56.5% |
$566K - $619K
|
61.2K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
780+ 1.34% |
$20K - $21.8K
|
58.9K
$1.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.95K+ 10.12% |
$50K - $54.7K
|
21.2K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
435KNew |
$11.1M - $12.2M
|
435K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.99K+ 14.01% |
$153K - $168K
|
48.7K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.9K+ 9.5% |
$280K - $306K
|
126K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-199- 0.64% |
$5.1K - $5.57K
|
30.7K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.18K- 8.32% |
$30.2K - $33K
|
13K
$364K
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
302KNew |
$7.74M - $8.46M
|
302K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.7K+ 12.15% |
$171K - $187K
|
61.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
17.2K+ 4.92% |
$440K - $481K
|
367K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
93.4K+ 13.24% |
$2.39M - $2.61M
|
799K
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
447KNew |
$11.5M - $12.5M
|
447K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.68K+ 3.49% |
$94.2K - $103K
|
109K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
48.9K+ 7.41% |
$1.25M - $1.37M
|
708K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
37.4K+ 10.1% |
$957K - $1.05M
|
407K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.97K- 6.95% |
$153K - $167K
|
79.9K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-309- 0.18% |
$7.91K - $8.65K
|
173K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
11.4KNew |
$291K - $318K
|
11.4K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.6K+ 9.62% |
$629K - $688K
|
280K
$7.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$306K - $335K
|
12K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
2.02B
$56.7B
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
52.6K+ 18.77% |
$1.35M - $1.47M
|
333K
$9.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
178K+ 23.15% |
$4.56M - $4.99M
|
948K
$26.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-587K- 22.77% |
$15M - $16.4M
|
1.99M
$55.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.14K- 13.94% |
$80.5K - $88K
|
19.4K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$257K - $281K
|
10K
$281K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.03% |
$76.8 - $84
|
9.72K
$272K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
540+ 5.16% |
$13.8K - $15.1K
|
11K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
71.2K+ 12.31% |
$1.82M - $1.99M
|
650K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
85.6K+ 26.43% |
$2.19M - $2.4M
|
410K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.73K- 0.95% |
$147K - $160K
|
600K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
53.8KNew |
$1.38M - $1.51M
|
53.8K
$1.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
13.9K+ 2.28% |
$356K - $389K
|
623K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.52K- 5.81% |
$39K - $42.6K
|
24.6K
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.72K+ 10.41% |
$44K - $48.1K
|
18.2K
$511K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
8.9KNew |
$228K - $249K
|
8.9K
$249K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
759+ 5.76% |
$19.4K - $21.3K
|
13.9K
$391K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.19K+ 4.0% |
$184K - $201K
|
187K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
30K+ 55.63% |
$768K - $840K
|
83.9K
$2.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
28K+ 248.93% |
$717K - $784K
|
39.2K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135+ 0.82% |
$3.46K - $3.78K
|
16.6K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
107K+ 7.58% |
$2.73M - $2.99M
|
1.51M
$42.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.16K+ 3.89% |
$29.6K - $32.3K
|
30.8K
$864K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
352KNew |
$9.01M - $9.85M
|
352K
$9.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
63.5KNew |
$1.63M - $1.78M
|
63.5K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
29.4K+ 46.05% |
$753K - $824K
|
93.3K
$2.61M
|