Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
447KNew |
$11.5M - $12.5M
|
447K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
435KNew |
$11.1M - $12.2M
|
435K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421K+ 64.26% |
$10.8M - $11.8M
|
1.08M
$29.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
398KNew |
$10.2M - $11.2M
|
398K
$11M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
372K+ 2.33% |
$9.52M - $10.4M
|
16.4M
$450M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
371KNew |
$9.51M - $10.4M
|
371K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
354KNew |
$9.06M - $9.9M
|
354K
$9.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
352KNew |
$9.01M - $9.85M
|
352K
$9.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
337KNew |
$8.64M - $9.45M
|
337K
$9.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323K+ 15.59% |
$8.28M - $9.05M
|
2.4M
$66M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
303KNew |
$7.75M - $8.48M
|
303K
$8.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
302KNew |
$7.74M - $8.46M
|
302K
$8.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
294KNew |
$7.53M - $8.24M
|
294K
$8.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
275K+ 43.93% |
$7.05M - $7.71M
|
902K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
260K+ 5.63% |
$6.65M - $7.27M
|
4.88M
$134M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
251K+ 226.87% |
$6.43M - $7.03M
|
362K
$9.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
245KNew |
$6.28M - $6.86M
|
245K
$6.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
231K+ 3.91% |
$5.9M - $6.45M
|
6.13M
$169M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
222K+ 7.71% |
$5.69M - $6.22M
|
3.11M
$85.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
216KNew |
$5.54M - $6.06M
|
216K
$5.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
209K+ 13.41% |
$5.35M - $5.85M
|
1.77M
$48.7M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199K+ 13.31% |
$5.1M - $5.58M
|
1.7M
$46.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 11.16% |
$5.06M - $5.54M
|
1.97M
$54.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$5.06M - $5.53M
|
197K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
193K+ 14.67% |
$4.94M - $5.4M
|
1.51M
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
185K+ 18.17% |
$4.74M - $5.18M
|
1.2M
$33.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
180K+ 4.97% |
$4.62M - $5.05M
|
3.81M
$105M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
178K+ 23.15% |
$4.56M - $4.99M
|
948K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
171KNew |
$4.37M - $4.78M
|
171K
$4.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
167KNew |
$4.27M - $4.67M
|
167K
$4.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
165KNew |
$4.22M - $4.62M
|
165K
$4.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159K+ 16.02% |
$4.07M - $4.45M
|
1.15M
$31.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
156KNew |
$4M - $4.38M
|
156K
$4.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156K+ 9.26% |
$4M - $4.37M
|
1.84M
$50.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
149K+ 4.75% |
$3.81M - $4.16M
|
3.28M
$90.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
146KNew |
$3.75M - $4.1M
|
146K
$4.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
145K+ 7.04% |
$3.71M - $4.05M
|
2.2M
$60.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
144K+ 6.29% |
$3.68M - $4.02M
|
2.43M
$66.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
132K+ 10.15% |
$3.38M - $3.69M
|
1.43M
$39.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
123K+ 10.39% |
$3.15M - $3.45M
|
1.31M
$36M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
119KNew |
$3.04M - $3.32M
|
119K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$48.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 11.74% |
$2.84M - $3.11M
|
1.06M
$29.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 29.94% |
$2.83M - $3.09M
|
479K
$13.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
110K+ 29.65% |
$2.82M - $3.09M
|
482K
$13.3M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
109KNew |
$2.8M - $3.06M
|
109K
$3.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
108K+ 125.05% |
$2.77M - $3.03M
|
195K
$5.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10.56% |
$2.75M - $3.01M
|
1.13M
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
107K+ 7.58% |
$2.73M - $2.99M
|
1.51M
$41.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
104K+ 17.47% |
$2.65M - $2.9M
|
697K
$19.2M
|