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 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 0.03% |
$30.8 - $33
|
3.81K
$127K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-1.67K- 11.64% |
$51.5K - $55.3K
|
12.7K
$424K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
26+ 0.16% |
$800 - $858
|
15.8K
$529K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.85K+ 4.13% |
$180K - $193K
|
148K
$4.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-21.6K- 4.7% |
$664K - $712K
|
438K
$14.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
300K+ 8.24% |
$9.24M - $9.92M
|
3.95M
$132M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
71.9K+ 7.4% |
$2.21M - $2.37M
|
1.04M
$34.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.86K+ 6.75% |
$273K - $293K
|
140K
$4.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.02% |
$400 - $429
|
79.9K
$2.67M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
395+ 0.78% |
$12.2K - $13K
|
51K
$1.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
715+ 0.82% |
$22K - $23.6K
|
88.4K
$2.95M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
220K+ 9.65% |
$6.76M - $7.25M
|
2.5M
$83.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.01% |
$1.72K - $1.85K
|
599K
$20M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
28.7K+ 41.61% |
$884K - $949K
|
97.8K
$3.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35.3K+ 2.83% |
$1.09M - $1.17M
|
1.28M
$42.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-321- 2.12% |
$9.87K - $10.6K
|
14.8K
$495K
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.84% |
$34.5K - $37K
|
40.6K
$1.36M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
28.2K+ 3.44% |
$869K - $932K
|
850K
$28.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.27K+ 1.6% |
$162K - $174K
|
335K
$11.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
13.5K+ 2.74% |
$414K - $445K
|
504K
$16.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
618+ 0.33% |
$19K - $20.4K
|
186K
$6.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
813+ 2.09% |
$25K - $26.8K
|
39.7K
$1.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
582K+ 35.95% |
$17.9M - $19.2M
|
2.2M
$73.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.3KNew |
$194K - $208K
|
6.3K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
80.3K+ 6.68% |
$2.47M - $2.65M
|
1.28M
$42.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 65.44% |
$351K - $377K
|
28.8K
$963K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
47.7K+ 12.23% |
$1.47M - $1.57M
|
438K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.5K+ 3.68% |
$476K - $511K
|
436K
$14.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
46.4K+ 22.88% |
$1.43M - $1.53M
|
249K
$8.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.32K+ 106.57% |
$133K - $142K
|
8.37K
$279K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.79K- 3.27% |
$55.2K - $59.2K
|
53K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
484+ 6.41% |
$14.9K - $16K
|
8.04K
$268K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.58K+ 4.91% |
$48.5K - $52.1K
|
33.7K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
64.4K+ 6.58% |
$1.98M - $2.13M
|
1.04M
$34.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.55K+ 2.31% |
$232K - $249K
|
334K
$11.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.39K+ 2.37% |
$73.6K - $79K
|
104K
$3.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.78K+ 104.3% |
$239K - $257K
|
15.2K
$509K
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
49.3K+ 82.48% |
$1.52M - $1.63M
|
109K
$3.64M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.7KNew |
$206K - $221K
|
6.7K
$224K
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.83K+ 1.75% |
$179K - $192K
|
339K
$11.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
80.3K+ 4.26% |
$2.47M - $2.65M
|
1.96M
$65.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
34.5K+ 4.59% |
$1.06M - $1.14M
|
785K
$26.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.2K- 99.0% |
$313K - $336K
|
103
$3.44K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
485+ 0.71% |
$14.9K - $16K
|
68.6K
$2.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.86K- 4.33% |
$57.2K - $61.3K
|
41.1K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.1K+ 3.59% |
$526K - $564K
|
493K
$16.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.2K- 8.04% |
$2.31M - $2.48M
|
860K
$28.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19.8K- 1.31% |
$609K - $653K
|
1.49M
$49.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 15.27% |
$1.42M - $1.53M
|
349K
$11.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
554KNew |
$17.1M - $18.3M
|
554K
$18.5M
|
|