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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
40.9KNew |
$780K - $942K
|
40.9K
$1.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
25.8K+ 245.73% |
$491K - $593K
|
36.2K
$996K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20.8KNew |
$395K - $478K
|
20.8K
$571K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 121.79% |
$240K - $290K
|
23K
$631K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.01KNew |
$19.2K - $23.2K
|
1.01K
$27.7K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.3KNew |
$253K - $307K
|
13.3K
$366K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$3.79M - $4.48M
|
178K
$4.88M
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
51KNew |
$1.09M - $1.28M
|
51K
$1.4M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17.1KNew |
$365K - $431K
|
17.1K
$471K
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3KNew |
$64.1K - $75.6K
|
3K
$82.5K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.96M - $10.2M
|
400K
$11M
|
|