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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
58.5K+ 5.79% |
$1.8M - $1.93M
|
1.07M
$35.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58.4K+ 392.71% |
$1.8M - $1.93M
|
73.2K
$2.44M
|
|
|
Nov 06, 2025
Q3 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
57.7K+ 5.74% |
$1.78M - $1.91M
|
1.06M
$35.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.6K+ 11.56% |
$1.74M - $1.87M
|
546K
$18.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
56.1K+ 7.79% |
$1.73M - $1.85M
|
777K
$25.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55K+ 4.02% |
$1.69M - $1.82M
|
1.42M
$47.6M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
52.3K+ 20.16% |
$1.61M - $1.73M
|
312K
$10.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
49.3K+ 82.48% |
$1.52M - $1.63M
|
109K
$3.64M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
48.8K+ 3.61% |
$1.5M - $1.61M
|
1.4M
$46.7M
|
|
|
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 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
48.3K+ 5.36% |
$1.48M - $1.59M
|
948K
$31.7M
|
|
|
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 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47.7K+ 2.7% |
$1.47M - $1.57M
|
1.82M
$60.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
46.4K+ 22.88% |
$1.43M - $1.53M
|
249K
$8.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 15.27% |
$1.42M - $1.53M
|
349K
$11.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
45.7K+ 11.74% |
$1.41M - $1.51M
|
435K
$14.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
45.5K+ 5.71% |
$1.4M - $1.5M
|
843K
$28.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
42.2K+ 2.75% |
$1.3M - $1.39M
|
1.58M
$52.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
42K+ 2.02% |
$1.29M - $1.39M
|
2.12M
$70.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
40.3K+ 1.26% |
$1.24M - $1.33M
|
3.24M
$108M
|
|
|
Nov 07, 2025
Q3 2025
|
Vera Bank, N.A.
|
BUY
|
- |
40.1K+ 6.56% |
$1.23M - $1.32M
|
652K
$21.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
40K+ 3.02% |
$1.23M - $1.32M
|
1.37M
$45.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38.4K+ 9.93% |
$1.18M - $1.27M
|
425K
$14.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.8K+ 17.8% |
$1.16M - $1.25M
|
250K
$8.34M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
37.6K+ 10.46% |
$1.16M - $1.24M
|
397K
$13.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
36.3K+ 5.66% |
$1.12M - $1.2M
|
678K
$22.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35.3K+ 2.83% |
$1.09M - $1.17M
|
1.28M
$42.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
34.5K+ 4.59% |
$1.06M - $1.14M
|
785K
$26.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34K+ 42.32% |
$1.05M - $1.12M
|
114K
$3.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
33.7K+ 176.84% |
$1.04M - $1.11M
|
52.8K
$1.76M
|
|
|
Nov 06, 2025
Q3 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
31.8K+ 0.94% |
$979K - $1.05M
|
3.41M
$114M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.2K+ 1.2% |
$930K - $998K
|
2.55M
$85.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
29.7K+ 57.93% |
$912K - $979K
|
80.8K
$2.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 6.42% |
$909K - $975K
|
490K
$16.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29.1K+ 2.76% |
$894K - $959K
|
1.08M
$36.1M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
29K+ 6.41% |
$893K - $958K
|
482K
$16.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29K+ 3.28% |
$892K - $957K
|
912K
$30.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
28.7K+ 41.61% |
$884K - $949K
|
97.8K
$3.27M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
28.2K+ 3.44% |
$869K - $932K
|
850K
$28.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.2K+ 52.66% |
$838K - $899K
|
79K
$2.64M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
27.2K+ 7.12% |
$836K - $897K
|
409K
$13.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26.9K+ 65.35% |
$827K - $888K
|
68.1K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
25.8K+ 4.59% |
$793K - $851K
|
587K
$19.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.3K+ 5.66% |
$779K - $836K
|
473K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25KNew |
$770K - $826K
|
25K
$835K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.3K+ 4.92% |
$748K - $803K
|
519K
$17.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
24.2K+ 25.16% |
$745K - $799K
|
120K
$4.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.7K+ 4.48% |
$730K - $783K
|
553K
$18.5M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
23.7K+ 2.4% |
$729K - $783K
|
1.01M
$33.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.7KNew |
$729K - $782K
|
23.7K
$791K
|
|