Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 9.1% |
$62.9M - $68.8M
|
29.5M
$810M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.67M+ 6.51% |
$42.9M - $46.9M
|
27.4M
$754M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.29MNew |
$32.9M - $36M
|
1.29M
$35.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1MNew |
$25.7M - $28.1M
|
1M
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
925K+ 49.29% |
$23.7M - $25.9M
|
2.8M
$77.1M
|
|
|
Feb 10, 2025
Q4 2024
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
863KNew |
$22.1M - $24.2M
|
863K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
840KNew |
$21.5M - $23.5M
|
840K
$23.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
817K+ 7689.53% |
$20.9M - $22.9M
|
828K
$22.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
670K+ 43.61% |
$17.1M - $18.7M
|
2.2M
$60.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
641K+ 22.38% |
$16.4M - $17.9M
|
3.5M
$96.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
627K+ 74.82% |
$16.1M - $17.6M
|
1.46M
$40.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
625KNew |
$16M - $17.5M
|
625K
$17.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
547K+ 175.74% |
$14M - $15.3M
|
858K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
469KNew |
$12M - $13.1M
|
469K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
456KNew |
$11.7M - $12.8M
|
456K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
447KNew |
$11.5M - $12.5M
|
447K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
446KNew |
$11.4M - $12.5M
|
446K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
435KNew |
$11.1M - $12.2M
|
435K
$12M
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
421K+ 64.26% |
$10.8M - $11.8M
|
1.08M
$29.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
398KNew |
$10.2M - $11.2M
|
398K
$11M
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
372K+ 2.33% |
$9.52M - $10.4M
|
16.4M
$450M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
371KNew |
$9.51M - $10.4M
|
371K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
354KNew |
$9.06M - $9.9M
|
354K
$9.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
352KNew |
$9.01M - $9.85M
|
352K
$9.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
337KNew |
$8.64M - $9.45M
|
337K
$9.28M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
324KNew |
$8.3M - $9.07M
|
324K
$8.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323K+ 15.59% |
$8.28M - $9.05M
|
2.4M
$65.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
303KNew |
$7.75M - $8.48M
|
303K
$8.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
302KNew |
$7.74M - $8.46M
|
302K
$8.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
294KNew |
$7.53M - $8.24M
|
294K
$8.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
275K+ 43.93% |
$7.05M - $7.71M
|
902K
$24.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
260K+ 5.63% |
$6.65M - $7.27M
|
4.88M
$134M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
256K+ 2484.5% |
$6.56M - $7.18M
|
267K
$7.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
251K+ 226.87% |
$6.43M - $7.03M
|
362K
$9.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
245KNew |
$6.28M - $6.86M
|
245K
$6.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
231K+ 3.91% |
$5.9M - $6.45M
|
6.13M
$169M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
222K+ 7.71% |
$5.69M - $6.22M
|
3.11M
$85.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
218K+ 12.47% |
$5.58M - $6.1M
|
1.96M
$54M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
216KNew |
$5.54M - $6.06M
|
216K
$5.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
209K+ 13.41% |
$5.35M - $5.85M
|
1.77M
$48.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
205K+ 1.3% |
$5.26M - $5.75M
|
16M
$439M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199K+ 13.31% |
$5.1M - $5.58M
|
1.7M
$46.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 11.16% |
$5.06M - $5.54M
|
1.97M
$54.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$5.06M - $5.53M
|
197K
$5.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
193K+ 14.67% |
$4.94M - $5.4M
|
1.51M
$41.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
185K+ 18.17% |
$4.74M - $5.18M
|
1.2M
$33.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
180K+ 4.97% |
$4.62M - $5.05M
|
3.81M
$105M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
178K+ 23.15% |
$4.56M - $4.99M
|
948K
$26.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
171KNew |
$4.37M - $4.78M
|
171K
$4.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
167KNew |
$4.27M - $4.67M
|
167K
$4.58M
|