Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.46M+ 139.51% |
$46.9M - $49.1M
|
2.5M
$83.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
218K+ 39.33% |
$7.03M - $7.35M
|
773K
$25.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
210K+ 91.23% |
$6.77M - $7.08M
|
440K
$14.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
158K+ 6.42% |
$5.08M - $5.31M
|
2.61M
$87.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
90.1KNew |
$2.9M - $3.04M
|
90.1K
$3.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
55.2K+ 11.63% |
$1.78M - $1.86M
|
530K
$17.7M
|
|
|
Jan 05, 2026
Q4 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
49.9K+ 3.76% |
$1.61M - $1.68M
|
1.38M
$46M
|
|
|
Jan 15, 2026
Q4 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
37.2K+ 7.72% |
$1.2M - $1.25M
|
519K
$17.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
30K+ 37.95% |
$966K - $1.01M
|
109K
$3.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
25.8K+ 3.93% |
$831K - $870K
|
682K
$22.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
24.4K+ 4.96% |
$788K - $824K
|
517K
$17.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
20.7K+ 2.18% |
$666K - $697K
|
969K
$32.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
19.7K+ 4.65% |
$637K - $666K
|
444K
$14.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
19K+ 25.47% |
$614K - $642K
|
93.8K
$3.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
18.8K+ 4.44% |
$606K - $634K
|
442K
$14.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
18.1K+ 2.44% |
$583K - $609K
|
758K
$25.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
15.5KNew |
$498K - $521K
|
15.5K
$516K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
14.4K+ 1.83% |
$464K - $485K
|
800K
$26.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.5K+ 7.33% |
$436K - $456K
|
198K
$6.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
12.8K+ 12.31% |
$411K - $430K
|
116K
$3.88M
|
|
|
Jan 08, 2026
Q4 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
12K+ 3.55% |
$386K - $404K
|
349K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11.4KNew |
$367K - $384K
|
11.4K
$380K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
10.9KNew |
$350K - $367K
|
10.9K
$363K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
10.8K+ 9.08% |
$350K - $366K
|
130K
$4.35M
|
|
|
Jan 16, 2026
Q4 2025
|
Five Oceans Advisors
|
BUY
|
- |
9.22K+ 4.06% |
$297K - $311K
|
236K
$7.89M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.55K+ 6.91% |
$243K - $255K
|
117K
$3.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7.42K+ 4.51% |
$239K - $250K
|
172K
$5.74M
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.29K+ 5.66% |
$235K - $246K
|
136K
$4.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.16KNew |
$231K - $241K
|
7.16K
$239K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.02KNew |
$226K - $237K
|
7.02K
$234K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
6.63KNew |
$214K - $223K
|
6.63K
$221K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.15KNew |
$198K - $207K
|
6.15K
$205K
|
|
|
Jan 12, 2026
Q4 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.05K+ 1.79% |
$195K - $204K
|
345K
$11.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
5.8K+ 1.31% |
$187K - $196K
|
449K
$15M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
5K+ 17.34% |
$161K - $169K
|
33.8K
$1.13M
|
|
|
Jan 16, 2026
Q4 2025
|
Applied Capital LLC
|
BUY
|
- |
4.82K+ 1.05% |
$155K - $162K
|
463K
$15.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.57K+ 7.11% |
$147K - $154K
|
68.8K
$2.3M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.42K+ 16.37% |
$142K - $149K
|
31.4K
$1.05M
|
|
|
Jan 14, 2026
Q4 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
3.87K+ 2.69% |
$125K - $130K
|
147K
$4.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.88K+ 18.65% |
$60.5K - $63.2K
|
11.9K
$398K
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.61K+ 8.62% |
$51.9K - $54.3K
|
20.3K
$677K
|
|
|
Jan 12, 2026
Q4 2025
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 15.95% |
$47.5K - $49.7K
|
10.7K
$357K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.36K+ 4.03% |
$43.8K - $45.9K
|
35.1K
$1.17M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.22K+ 8.21% |
$39.3K - $41.1K
|
16.1K
$536K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
852+ 8.51% |
$27.5K - $28.7K
|
10.9K
$362K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
732+ 0.52% |
$23.6K - $24.7K
|
141K
$4.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
366+ 2.4% |
$11.8K - $12.3K
|
15.6K
$521K
|
|
|
Jan 15, 2026
Q4 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
290+ 0.71% |
$9.35K - $9.78K
|
40.9K
$1.37M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
210+ 0.34% |
$6.77K - $7.08K
|
62.3K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
14+ 0.34% |
$451 - $472
|
4.11K
$137K
|
|