Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
615K+ 513.83% |
$15.7M - $17.7M
|
735K
$20.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
452K+ 16.14% |
$11.6M - $13M
|
3.25M
$90.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
389K+ 99.85% |
$9.94M - $11.2M
|
779K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
185K+ 27.35% |
$4.71M - $5.31M
|
859K
$23.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
127K+ 7.46% |
$3.23M - $3.64M
|
1.82M
$50.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108KNew |
$2.76M - $3.11M
|
108K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 5.14% |
$2.58M - $2.9M
|
2.06M
$57.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
98.2K+ 15.78% |
$2.51M - $2.83M
|
721K
$20.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
93.7K+ 46.18% |
$2.39M - $2.7M
|
297K
$8.25M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
77.1K+ 41.25% |
$1.97M - $2.22M
|
264K
$7.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
72.2K+ 116.9% |
$1.84M - $2.08M
|
134K
$3.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
55.1K+ 4.01% |
$1.41M - $1.59M
|
1.43M
$39.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
53K+ 191.95% |
$1.35M - $1.53M
|
80.6K
$2.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
52.6K+ 6.14% |
$1.34M - $1.51M
|
909K
$25.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
49.9K+ 6.58% |
$1.27M - $1.44M
|
808K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
48.9K+ 10.98% |
$1.25M - $1.41M
|
495K
$13.8M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
36.2K+ 9.73% |
$925K - $1.04M
|
409K
$11.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
35.7K+ 3.96% |
$912K - $1.03M
|
938K
$26.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
33.8K+ 2.72% |
$864K - $974K
|
1.28M
$35.5M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33.2K+ 8.24% |
$848K - $956K
|
436K
$12.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
29.4K+ 7.61% |
$750K - $845K
|
415K
$11.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
28.3K+ 48.28% |
$724K - $816K
|
87K
$2.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
27.2K+ 6.25% |
$695K - $783K
|
462K
$12.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24.3K+ 5.94% |
$620K - $698K
|
433K
$12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.8K+ 34.22% |
$558K - $629K
|
85.7K
$2.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$513K - $578K
|
20.1K
$558K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.5K+ 2.06% |
$447K - $504K
|
867K
$24.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.8K+ 1.31% |
$430K - $484K
|
1.3M
$36.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
14.6KNew |
$373K - $421K
|
14.6K
$407K
|
|
|
Apr 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$294K - $331K
|
11.5K
$320K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11K+ 87.53% |
$281K - $316K
|
23.5K
$655K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 12.68% |
$276K - $311K
|
96.1K
$2.67M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.13KNew |
$233K - $263K
|
9.13K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.14K+ 6.47% |
$208K - $234K
|
134K
$3.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.52K+ 1.61% |
$192K - $217K
|
476K
$13.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.49KNew |
$191K - $216K
|
7.49K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.44K+ 5.25% |
$164K - $185K
|
129K
$3.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.82K+ 11.94% |
$149K - $168K
|
54.5K
$1.52M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.66K+ 41.82% |
$145K - $163K
|
19.2K
$534K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.11K+ 0.29% |
$131K - $147K
|
1.78M
$49.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.47K+ 5.37% |
$114K - $129K
|
87.8K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 1.08% |
$90.9K - $102K
|
334K
$9.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65K+ 28.83% |
$67.6K - $76.2K
|
11.8K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.08K+ 0.77% |
$53.1K - $59.9K
|
271K
$7.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.95K+ 92.24% |
$49.8K - $56.1K
|
4.06K
$113K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.14K+ 10.36% |
$29.1K - $32.8K
|
12.1K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
414+ 4.01% |
$10.6K - $11.9K
|
10.7K
$298K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 0.09% |
$741 - $835
|
33.6K
$936K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 18.71% |
$6.31K - $7.11K
|
1.07K
$29.9K
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-335- 0.87% |
$8.56K - $9.64K
|
38.2K
$1.06M
|