Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
23.2K+ 5.8% |
$713K - $766K
|
423K
$14.1M
|
|
|
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
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
22.1K+ 1.69% |
$679K - $729K
|
1.33M
$44.4M
|
|
|
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 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18.7K+ 8.83% |
$574K - $616K
|
230K
$7.68M
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
18.2K+ 4.28% |
$559K - $600K
|
443K
$14.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.9K+ 18.87% |
$550K - $591K
|
113K
$3.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
17.9K+ 17.62% |
$550K - $591K
|
119K
$3.99M
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.1K+ 3.59% |
$526K - $564K
|
493K
$16.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$525K - $564K
|
17.1K
$570K
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
16.7K+ 5.23% |
$515K - $552K
|
337K
$11.2M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
16.3KNew |
$502K - $538K
|
16.3K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
16.3K+ 3.11% |
$500K - $537K
|
539K
$18M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
16.2K+ 0.85% |
$497K - $534K
|
1.92M
$64.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16K+ 2.62% |
$492K - $528K
|
627K
$20.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
15.6K+ 2.1% |
$479K - $514K
|
755K
$25.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.5K+ 3.68% |
$476K - $511K
|
436K
$14.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.5K+ 4.92% |
$475K - $510K
|
329K
$11M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
15.4K+ 36.21% |
$474K - $509K
|
58K
$1.94M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
15.3K+ 20.13% |
$472K - $506K
|
91.5K
$3.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
15K+ 3.79% |
$461K - $495K
|
410K
$13.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.9K+ 150.95% |
$428K - $459K
|
23.1K
$772K
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.5K+ 3.04% |
$415K - $446K
|
458K
$15.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
13.5K+ 2.74% |
$414K - $445K
|
504K
$16.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Rs Crum Inc.
|
BUY
|
- |
13.3K+ 1.16% |
$410K - $440K
|
1.16M
$38.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$407K - $437K
|
13.2K
$442K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
13.2K+ 11.48% |
$407K - $436K
|
128K
$4.29M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12.7K+ 98.45% |
$392K - $420K
|
25.7K
$857K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
12.6K+ 1.79% |
$389K - $418K
|
719K
$24M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
12.3KNew |
$378K - $406K
|
12.3K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$370K - $397K
|
12K
$402K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12K+ 0.24% |
$368K - $395K
|
5.1M
$170M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.6K+ 15.74% |
$357K - $383K
|
85.2K
$2.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.4K+ 1.57% |
$351K - $377K
|
740K
$24.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 65.44% |
$351K - $377K
|
28.8K
$963K
|
|