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 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.91K+ 0.91% |
$120K - $129K
|
435K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
356+ 2.16% |
$11K - $11.8K
|
16.9K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
12.3KNew |
$378K - $406K
|
12.3K
$410K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
50+ 0.41% |
$1.54K - $1.65K
|
12.2K
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-170- 1.21% |
$5.23K - $5.61K
|
13.9K
$463K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.16K- 2.96% |
$128K - $137K
|
136K
$4.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$370K - $397K
|
12K
$402K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.03K+ 7.3% |
$216K - $232K
|
103K
$3.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$50.9K - $54.6K
|
1.66K
$55.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
70+ 0.28% |
$2.15K - $2.31K
|
25.3K
$843K
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-16.1K- 7.87% |
$495K - $531K
|
188K
$6.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 2.75% |
$309K - $332K
|
376K
$12.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.89K+ 1.1% |
$150K - $161K
|
451K
$15M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
48.4K+ 4.57% |
$1.49M - $1.6M
|
1.11M
$36.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-964- 0.59% |
$29.7K - $31.8K
|
164K
$5.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
5.59K+ 2.52% |
$172K - $184K
|
227K
$7.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55K+ 4.02% |
$1.69M - $1.82M
|
1.42M
$47.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.85K - $1.98K
|
18.7K
$623K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
8.89KNew |
$274K - $294K
|
8.89K
$297K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.64K+ 0.07% |
$81.1K - $87K
|
3.85M
$128M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
56.1K+ 7.79% |
$1.73M - $1.85M
|
777K
$25.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10.4K+ 43.56% |
$320K - $343K
|
34.2K
$1.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.5K+ 3.04% |
$415K - $446K
|
458K
$15.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.2K+ 274.5% |
$682K - $732K
|
30.2K
$1.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.35K+ 3.99% |
$41.4K - $44.4K
|
35.1K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
393+ 2.06% |
$12.1K - $13K
|
19.5K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.99K+ 0.28% |
$91.9K - $98.6K
|
1.07M
$35.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47.7K+ 2.7% |
$1.47M - $1.57M
|
1.82M
$60.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
42.2K+ 2.75% |
$1.3M - $1.39M
|
1.58M
$52.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-13.2K- 2.05% |
$405K - $435K
|
628K
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29K+ 3.28% |
$892K - $957K
|
912K
$30.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.5K- 92.66% |
$355K - $380K
|
913
$30.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.35K- 11.82% |
$41.5K - $44.5K
|
10.1K
$336K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
476+ 4.99% |
$14.6K - $15.7K
|
10K
$334K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.19K+ 107.65% |
$160K - $171K
|
10K
$334K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.16% |
$954 - $1.02K
|
19.6K
$654K
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
55+ 0.21% |
$1.69K - $1.82K
|
26.2K
$873K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.6K+ 15.74% |
$357K - $383K
|
85.2K
$2.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
148+ 0.75% |
$4.55K - $4.89K
|
19.8K
$663K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-968- 1.53% |
$29.8K - $32K
|
62.1K
$2.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 0.38% |
$49.6K - $53.2K
|
425K
$14.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
48.3K+ 5.36% |
$1.48M - $1.59M
|
948K
$31.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.15K+ 6.9% |
$128K - $137K
|
64.3K
$2.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$154 - $165
|
1.23K
$40.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-22.9K- 16.08% |
$705K - $756K
|
120K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2.09K- 3.34% |
$64.4K - $69.1K
|
60.6K
$2.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
79.4KNew |
$2.44M - $2.62M
|
79.4K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
120KNew |
$3.68M - $3.95M
|
120K
$3.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 47.88% |
$160K - $172K
|
16.1K
$536K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
64+ 0.23% |
$1.97K - $2.11K
|
28.4K
$947K
|
|