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 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
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.7KNew |
$729K - $782K
|
23.7K
$791K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.5K+ 55.56% |
$723K - $776K
|
65.8K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.7KNew |
$698K - $749K
|
22.7K
$757K
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
22.6K+ 5.11% |
$696K - $747K
|
465K
$15.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22.4K+ 13.73% |
$690K - $741K
|
186K
$6.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.2K+ 274.5% |
$682K - $732K
|
30.2K
$1.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21.8KNew |
$671K - $720K
|
21.8K
$728K
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.1K+ 2.41% |
$651K - $698K
|
899K
$30M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
20.9K+ 5.42% |
$643K - $690K
|
407K
$13.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20.4KNew |
$628K - $674K
|
20.4K
$682K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
20K+ 1.54% |
$616K - $661K
|
1.32M
$43.9M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
19.5K+ 5.98% |
$600K - $644K
|
345K
$11.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.9K+ 18.87% |
$550K - $591K
|
113K
$3.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
17.8K+ 3.56% |
$548K - $588K
|
518K
$17.3M
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
17.4K+ 20.21% |
$535K - $574K
|
103K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
17.1KNew |
$526K - $564K
|
17.1K
$570K
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$525K - $564K
|
17.1K
$570K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.5K+ 17.6% |
$508K - $545K
|
110K
$3.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5K+ 0.86% |
$507K - $544K
|
1.93M
$64.4M
|
|