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 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
59.6K+ 38.49% |
$1.51M - $1.69M
|
215K
$5.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-170K- 11.11% |
$4.31M - $4.82M
|
1.36M
$34.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.9K+ 13.96% |
$429K - $479K
|
138K
$3.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
136K+ 7.8% |
$3.44M - $3.85M
|
1.88M
$48M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
171K+ 10.87% |
$4.34M - $4.86M
|
1.75M
$44.7M
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
12.3KNew |
$317K - $338K
|
12.3K
$315K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$1.67K - $1.78K
|
65
$1.66K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$20.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
443New |
$11.4K - $12.2K
|
443
$11.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 3.03% |
$129K - $137K
|
160K
$4.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
824New |
$21.2K - $22.6K
|
824
$21.1K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
337+ 36.31% |
$8.67K - $9.25K
|
1.27K
$32.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
271K+ 258.55% |
$6.97M - $7.43M
|
376K
$9.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
800+ 800.0% |
$20.6K - $22K
|
900
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
770New |
$19.8K - $21.1K
|
770
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.33KNew |
$111K - $119K
|
4.33K
$111K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
245New |
$6.3K - $6.72K
|
245
$6.27K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
151K+ 13.66% |
$3.89M - $4.15M
|
1.26M
$32.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61K- 78.05% |
$1.57M - $1.68M
|
17.2K
$439K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 0.57% |
$1.24K - $1.32K
|
8.43K
$216K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
193New |
$4.97K - $5.3K
|
193
$4.94K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 1.38% |
$952 - $1.02K
|
2.72K
$69.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
9.28K+ 1.75% |
$239K - $255K
|
539K
$13.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
13.8K+ 1801.04% |
$356K - $380K
|
14.6K
$374K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-50- 0.08% |
$1.29K - $1.37K
|
65.3K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
379New |
$9.75K - $10.4K
|
379
$9.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
199+ 0.65% |
$5.12K - $5.46K
|
30.9K
$790K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$40.2K - $42.9K
|
1.56K
$40K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
32.9K+ 4.78% |
$846K - $902K
|
721K
$18.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 17.16% |
$283K - $302K
|
75.2K
$1.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$48.9K - $52.1K
|
1.9K
$48.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-864- 97.08% |
$22.2K - $23.7K
|
26
$665
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-490- 23.4% |
$12.6K - $13.4K
|
1.6K
$41K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.79MNew |
$46M - $49.1M
|
1.79M
$45.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
56.1KNew |
$1.44M - $1.54M
|
56.1K
$1.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.52K- 5.8% |
$39K - $41.6K
|
24.6K
$630K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.2KNew |
$289K - $309K
|
11.2K
$288K
|
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.8K- 4.24% |
$97.8K - $104K
|
85.9K
$2.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
414+ 3.5% |
$10.7K - $11.4K
|
12.2K
$313K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-183K- 14.0% |
$4.7M - $5.01M
|
1.12M
$28.7M
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
870+ 4.91% |
$21.4K - $23.3K
|
18.6K
$476K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
180+ 2.17% |
$4.43K - $4.83K
|
8.49K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.1K- 72.55% |
$544K - $593K
|
8.36K
$214K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
573New |
$14.1K - $15.4K
|
573
$14.7K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14+ 1400.0% |
$345 - $376
|
15
$384
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24KNew |
$591K - $644K
|
24K
$614K
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$422K - $460K
|
17.2K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.4KNew |
$601K - $655K
|
24.4K
$624K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-945- 9.9% |
$23.3K - $25.4K
|
8.6K
$220K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.87K+ 68.52% |
$169K - $184K
|
16.9K
$432K
|
|