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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
26+ 0.16% |
$800 - $858
|
15.8K
$529K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.28% |
$738 - $792
|
8.65K
$289K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19+ 0.28% |
$584 - $627
|
6.82K
$228K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
17+ 0.28% |
$523 - $561
|
6.16K
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13+ 0.3% |
$400 - $429
|
4.32K
$144K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.02% |
$400 - $429
|
79.9K
$2.67M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.22% |
$277 - $297
|
4.1K
$137K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$154 - $165
|
1.23K
$40.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.28% |
$92.3 - $99
|
1.09K
$36.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.44% |
$61.5 - $66
|
452
$15.1K
|
|
|
Nov 13, 2025
Q3 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2New |
$61.5 - $66
|
2
$66.8
|
|
| Q2 2025 | |||||||
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.07MNew |
$51.7M - $64.6M
|
2.07M
$69.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.54MNew |
$38.3M - $47.9M
|
1.54M
$51.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
247K+ 179.81% |
$6.15M - $7.68M
|
384K
$12.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
124KNew |
$3.1M - $3.87M
|
124K
$4.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84.5KNew |
$2.11M - $2.63M
|
84.5K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.4K+ 47.25% |
$2.08M - $2.6M
|
260K
$8.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
81.3K+ 6.58% |
$2.03M - $2.53M
|
1.32M
$44M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
59.4KNew |
$1.48M - $1.85M
|
59.4K
$1.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
24.3K+ 15.56% |
$606K - $757K
|
181K
$6.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.3K+ 113.34% |
$457K - $571K
|
34.5K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.6KNew |
$413K - $516K
|
16.6K
$553K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.4K+ 1.79% |
$384K - $480K
|
876K
$29.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14.7KNew |
$365K - $456K
|
14.7K
$489K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.2KNew |
$280K - $349K
|
11.2K
$374K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
9.55KNew |
$238K - $297K
|
9.55K
$319K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.49K+ 47.29% |
$237K - $296K
|
29.6K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.97KNew |
$199K - $248K
|
7.97K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.46K+ 3.44% |
$186K - $232K
|
224K
$7.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.86KNew |
$171K - $214K
|
6.86K
$229K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6.73KNew |
$168K - $210K
|
6.73K
$225K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.71KNew |
$167K - $209K
|
6.71K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.52KNew |
$163K - $203K
|
6.52K
$218K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3.64K+ 26.0% |
$90.7K - $113K
|
17.6K
$589K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36K+ 12.46% |
$83.7K - $105K
|
30.3K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.53K+ 9.5% |
$63.1K - $78.8K
|
29.2K
$974K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 12.0% |
$44.9K - $56.1K
|
16.8K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.28K+ 34.82% |
$31.9K - $39.9K
|
4.96K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 13.01% |
$30K - $37.5K
|
10.4K
$349K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.17K+ 2.85% |
$29.3K - $36.5K
|
42.4K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.04K+ 2.28% |
$26K - $32.4K
|
46.7K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
868New |
$21.6K - $27K
|
868
$29K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
836+ 7.82% |
$20.8K - $26K
|
11.5K
$385K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
733New |
$18.3K - $22.8K
|
733
$24.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
646+ 6.02% |
$16.1K - $20.1K
|
11.4K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
325+ 0.1% |
$8.11K - $10.1K
|
326K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
300+ 3.17% |
$7.48K - $9.35K
|
9.77K
$326K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
289+ 35.37% |
$7.21K - $9K
|
1.11K
$36.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
230New |
$5.74K - $7.16K
|
230
$7.68K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
146New |
$3.64K - $4.55K
|
146
$4.87K
|
|