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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.49M+ 12.72% |
$89.1M - $100M
|
30.9M
$946M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.24M+ 89.74% |
$57.1M - $64.4M
|
4.73M
$145M
|
|
|
May 05, 2025
Q1 2025
|
Aspen Capital Management, LLC
Boise, ID |
BUY
|
- |
2.13MNew |
$54.4M - $61.3M
|
2.13M
$65.2M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
937K+ 186.02% |
$23.9M - $27M
|
1.44M
$44.1M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
750K+ 675.82% |
$19.1M - $21.6M
|
861K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
667KNew |
$17M - $19.2M
|
667K
$20.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
628KNew |
$16M - $18.1M
|
628K
$19.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
615K+ 513.83% |
$15.7M - $17.7M
|
735K
$22.5M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
599K+ 17.08% |
$15.3M - $17.2M
|
4.1M
$126M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
521K+ 34.58% |
$13.3M - $15M
|
2.03M
$62.1M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
455KNew |
$11.6M - $13.1M
|
455K
$13.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
452K+ 16.14% |
$11.6M - $13M
|
3.25M
$99.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
389K+ 99.85% |
$9.94M - $11.2M
|
779K
$23.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
376K+ 15.71% |
$9.61M - $10.8M
|
2.77M
$84.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
300K+ 13.62% |
$7.67M - $8.65M
|
2.51M
$76.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
295K+ 6.06% |
$7.55M - $8.51M
|
5.17M
$158M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
282K+ 26.17% |
$7.19M - $8.11M
|
1.36M
$41.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
212K+ 396.36% |
$5.41M - $6.09M
|
265K
$8.11M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
BUY
|
- |
188K+ 3.07% |
$4.81M - $5.43M
|
6.32M
$193M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
185K+ 27.35% |
$4.71M - $5.31M
|
859K
$26.3M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
182K+ 10.29% |
$4.64M - $5.24M
|
1.95M
$59.6M
|
|
|
May 30, 2025
Q1 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
BUY
|
- |
179KNew |
$4.58M - $5.17M
|
179K
$5.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
163K+ 19.05% |
$4.17M - $4.7M
|
1.02M
$31.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
162K+ 87.66% |
$4.13M - $4.65M
|
346K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
154K+ 14.91% |
$3.92M - $4.42M
|
1.18M
$36.2M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
148K+ 7.53% |
$3.79M - $4.27M
|
2.12M
$64.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
138K+ 10.52% |
$3.52M - $3.96M
|
1.45M
$44.2M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
137KNew |
$3.5M - $3.95M
|
137K
$4.2M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
134K+ 14.12% |
$3.42M - $3.85M
|
1.08M
$33.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
131KNew |
$3.34M - $3.76M
|
131K
$4M
|
|
|
Apr 23, 2025
Q1 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
127K+ 11.01% |
$3.24M - $3.65M
|
1.28M
$39.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
127K+ 7.46% |
$3.23M - $3.64M
|
1.82M
$55.8M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
112K+ 173.4% |
$2.86M - $3.22M
|
177K
$5.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
108KNew |
$2.76M - $3.11M
|
108K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
104K+ 3.35% |
$2.65M - $2.99M
|
3.21M
$98.2M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
104K+ 13.95% |
$2.65M - $2.99M
|
848K
$25.9M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
102K+ 3.11% |
$2.61M - $2.94M
|
3.38M
$103M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
101K+ 5.14% |
$2.58M - $2.9M
|
2.06M
$63.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
98.2K+ 15.78% |
$2.51M - $2.83M
|
721K
$22.1M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
98K+ 29.46% |
$2.5M - $2.82M
|
431K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
96.4K+ 4.43% |
$2.46M - $2.77M
|
2.27M
$69.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
93.7K+ 46.18% |
$2.39M - $2.7M
|
297K
$9.08M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
93.4K+ 10.82% |
$2.39M - $2.69M
|
957K
$29.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
93K+ 6.14% |
$2.38M - $2.68M
|
1.61M
$49.2M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
83K+ 6.09% |
$2.12M - $2.39M
|
1.45M
$44.3M
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
80.7K+ 2.12% |
$2.06M - $2.32M
|
3.89M
$119M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
78.8K+ 26.37% |
$2.01M - $2.27M
|
378K
$11.6M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
77.1K+ 41.25% |
$1.97M - $2.22M
|
264K
$8.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
75.1K+ 30.64% |
$1.92M - $2.16M
|
320K
$9.8M
|
|
|
May 13, 2025
Q1 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
73.3K+ 6.94% |
$1.87M - $2.11M
|
1.13M
$34.6M
|