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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$673 - $841
|
27
$901
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.06% |
$150 - $187
|
9.6K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$24.9 - $31.2
|
1
$33.4
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$24.9 - $31.2
|
1
$33.4
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
50.7K+ 8.42% |
$1.3M - $1.46M
|
653K
$21.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.7K+ 17.57% |
$1.01M - $1.14M
|
266K
$8.87M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
30.6KNew |
$782K - $882K
|
30.6K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$394K - $444K
|
15.4K
$515K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
14.6KNew |
$373K - $421K
|
14.6K
$488K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.44K+ 5.25% |
$164K - $185K
|
129K
$4.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.04K+ 44.54% |
$129K - $145K
|
16.4K
$546K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.9KNew |
$99.6K - $112K
|
3.9K
$130K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
763+ 0.91% |
$19.5K - $22K
|
84.6K
$2.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
470New |
$12K - $13.5K
|
470
$15.7K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$1.23K - $1.38K
|
48
$1.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 0.51% |
$102 - $115
|
781
$26.1K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$587K - $642K
|
22.9K
$765K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.9KNew |
$305K - $334K
|
11.9K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
9.35KNew |
$239K - $262K
|
9.35K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
8.9KNew |
$228K - $249K
|
8.9K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.2KNew |
$210K - $230K
|
8.2K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.12KNew |
$157K - $171K
|
6.12K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.08KNew |
$156K - $170K
|
6.08K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.28K+ 18.84% |
$135K - $148K
|
33.3K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.7K+ 44.64% |
$120K - $132K
|
15.2K
$508K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.32KNew |
$59.3K - $64.8K
|
2.32K
$77.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.74KNew |
$44.5K - $48.6K
|
1.74K
$57.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$29.6K - $32.3K
|
1.16K
$38.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.12KNew |
$28.8K - $31.4K
|
1.12K
$37.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.1KNew |
$28.1K - $30.7K
|
1.1K
$36.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.07KNew |
$27.3K - $29.8K
|
1.07K
$35.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02K+ 1.7% |
$26K - $28.5K
|
61K
$2.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
949New |
$24.3K - $26.6K
|
949
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
630New |
$16.1K - $17.6K
|
630
$21K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
424+ 0.71% |
$10.9K - $11.9K
|
60.5K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
330New |
$8.45K - $9.24K
|
330
$11K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.02% |
$51.2 - $56
|
12K
$399K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.23% |
$25.6 - $28
|
82
$2.74K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55.8KNew |
$1.41M - $1.58M
|
55.8K
$1.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.4KNew |
$1.3M - $1.46M
|
51.4K
$1.72M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 2.41% |
$322K - $360K
|
539K
$18M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.38KNew |
$213K - $238K
|
8.38K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.18KNew |
$207K - $232K
|
8.18K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
8.06K+ 86.88% |
$204K - $229K
|
17.3K
$578K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.84K+ 5.97% |
$199K - $222K
|
139K
$4.64M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$127K - $142K
|
5K
$167K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.28KNew |
$32.4K - $36.3K
|
1.28K
$42.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
272New |
$6.9K - $7.72K
|
272
$9.08K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
100+ 0.72% |
$2.54K - $2.84K
|
14.1K
$469K
|
|