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 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.73K+ 3.62% |
$145K - $163K
|
164K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 87.31% |
$142K - $159K
|
12.1K
$319K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$127K - $142K
|
5K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.64K+ 24.2% |
$118K - $132K
|
23.8K
$631K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.55K+ 4.85% |
$115K - $129K
|
98.3K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.29K+ 3.4% |
$109K - $122K
|
130K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05K+ 52.55% |
$103K - $115K
|
11.8K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.99K+ 7.55% |
$101K - $113K
|
56.8K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.95KNew |
$100K - $112K
|
3.95K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 2.92% |
$98.7K - $110K
|
137K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.49K+ 31.18% |
$88.4K - $98.9K
|
14.7K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.48K+ 1.53% |
$88.3K - $98.8K
|
231K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.32K+ 0.2% |
$84.3K - $94.3K
|
1.64M
$43.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
3.32K+ 0.2% |
$84.3K - $94.3K
|
1.64M
$43.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.3K+ 0.16% |
$83.8K - $93.7K
|
2.06M
$54.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
3.01K+ 9.04% |
$76.3K - $85.4K
|
36.3K
$962K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.69K+ 34.6% |
$68.2K - $76.3K
|
10.5K
$277K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
2.66K+ 7.73% |
$67.5K - $75.5K
|
37.1K
$983K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.6K+ 18.72% |
$66K - $73.9K
|
16.5K
$438K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.52K+ 10.03% |
$63.8K - $71.4K
|
27.6K
$731K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.45K+ 18.73% |
$62K - $69.4K
|
15.5K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2.09K+ 9.11% |
$53K - $59.3K
|
25K
$664K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.02K+ 23.06% |
$51.2K - $57.3K
|
10.8K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.98K+ 0.97% |
$50.2K - $56.1K
|
206K
$5.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 22.02% |
$47.6K - $53.3K
|
10.4K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.7K+ 2.26% |
$43.2K - $48.3K
|
77.2K
$2.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.56K+ 1.33% |
$39.7K - $44.4K
|
119K
$3.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
1.34K+ 8.27% |
$33.9K - $37.9K
|
17.5K
$463K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.32K+ 10.23% |
$33.4K - $37.4K
|
14.2K
$376K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.28KNew |
$32.4K - $36.3K
|
1.28K
$33.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
759+ 0.35% |
$19.2K - $21.5K
|
216K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
684+ 6.94% |
$17.3K - $19.4K
|
10.5K
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
602+ 13.28% |
$15.3K - $17.1K
|
5.14K
$136K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
572+ 3.64% |
$14.5K - $16.2K
|
16.3K
$432K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
547+ 5.97% |
$13.9K - $15.5K
|
9.71K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
420+ 19.32% |
$10.7K - $11.9K
|
2.59K
$68.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
328+ 3.09% |
$8.32K - $9.31K
|
10.9K
$290K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
288+ 0.22% |
$7.3K - $8.17K
|
130K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
272New |
$6.9K - $7.72K
|
272
$7.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
236+ 10.09% |
$5.98K - $6.7K
|
2.58K
$68.3K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
213+ 0.47% |
$5.4K - $6.04K
|
45.1K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
161New |
$4.08K - $4.57K
|
161
$4.27K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
116+ 1.22% |
$2.94K - $3.29K
|
9.59K
$254K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107+ 0.18% |
$2.71K - $3.04K
|
58.1K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106+ 0.18% |
$2.69K - $3.01K
|
58.3K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
100+ 0.72% |
$2.54K - $2.84K
|
14.1K
$372K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80+ 0.49% |
$2.03K - $2.27K
|
16.4K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46New |
$1.17K - $1.31K
|
46
$1.22K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
40+ 0.41% |
$1.01K - $1.13K
|
9.77K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38+ 0.05% |
$964 - $1.08K
|
83.7K
$2.22M
|