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, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.99KNew |
$44.7K - $48.9K
|
1.99K
$51.3K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
67KNew |
$1.51M - $1.65M
|
67K
$1.73M
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.4KNew |
$99K - $108K
|
4.4K
$114K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.04K+ 55.36% |
$203K - $223K
|
25.4K
$656K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.11KNew |
$47.5K - $52.1K
|
2.11K
$54.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.23K+ 60.92% |
$208K - $227K
|
24.4K
$630K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20.8KNew |
$395K - $478K
|
20.8K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
49.5KNew |
$943K - $1.14M
|
49.5K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.82K- 24.35% |
$130K - $157K
|
21.2K
$548K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-150- 50.0% |
$2.86K - $3.45K
|
150
$3.88K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
40.9KNew |
$780K - $942K
|
40.9K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 121.79% |
$240K - $290K
|
23K
$594K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.01KNew |
$19.2K - $23.2K
|
1.01K
$26K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
25.8K+ 245.73% |
$491K - $593K
|
36.2K
$937K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
282KNew |
$5.38M - $6.5M
|
282K
$7.29M
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 88.18% |
$2.75M - $3.33M
|
19.3K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-34.6K- 40.48% |
$660K - $799K
|
50.9K
$1.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.3KNew |
$253K - $307K
|
13.3K
$344K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-56.1K- 8.36% |
$1.07M - $1.3M
|
616K
$15.9M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3KNew |
$64.1K - $75.6K
|
3K
$77.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
51KNew |
$1.09M - $1.28M
|
51K
$1.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$3.79M - $4.48M
|
178K
$4.59M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17.1KNew |
$365K - $431K
|
17.1K
$442K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.96M - $10.2M
|
400K
$10.3M
|
|