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 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
72.2K+ 116.9% |
$1.84M - $2.08M
|
134K
$4.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
68.5K+ 9.15% |
$1.75M - $1.97M
|
817K
$25M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
67.7K+ 7.85% |
$1.73M - $1.95M
|
929K
$28.4M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
66.7K+ 6.64% |
$1.7M - $1.92M
|
1.07M
$32.8M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.6K+ 174.29% |
$1.6M - $1.8M
|
98.5K
$3.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
BUY
|
- |
61.4K+ 8.66% |
$1.57M - $1.77M
|
769K
$23.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
60K+ 15.07% |
$1.53M - $1.73M
|
458K
$14M
|
|
|
May 02, 2025
Q1 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
59.6K+ 3.97% |
$1.52M - $1.72M
|
1.56M
$47.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
58.4K+ 7.32% |
$1.49M - $1.68M
|
857K
$26.2M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
56.9K+ 74.41% |
$1.45M - $1.64M
|
133K
$4.09M
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.8K+ 13.13% |
$1.45M - $1.64M
|
490K
$15M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
55.1K+ 4.01% |
$1.41M - $1.59M
|
1.43M
$43.8M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54.9K+ 12.36% |
$1.4M - $1.58M
|
499K
$15.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
53K+ 191.95% |
$1.35M - $1.53M
|
80.6K
$2.47M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
52.6K+ 6.14% |
$1.34M - $1.51M
|
909K
$27.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
52.3K+ 2.84% |
$1.34M - $1.51M
|
1.9M
$58M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
52K+ 1.78% |
$1.33M - $1.5M
|
2.97M
$90.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
51.9KNew |
$1.33M - $1.5M
|
51.9K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
50.7K+ 8.42% |
$1.3M - $1.46M
|
653K
$20M
|
|
|
Apr 25, 2025
Q1 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
50.7K+ 6.67% |
$1.29M - $1.46M
|
810K
$24.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
49.9K+ 6.58% |
$1.27M - $1.44M
|
808K
$24.7M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49.2K+ 2.29% |
$1.26M - $1.42M
|
2.19M
$67.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
48.9K+ 10.98% |
$1.25M - $1.41M
|
495K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
45.5K+ 5.86% |
$1.16M - $1.31M
|
822K
$25.2M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
44.9K+ 6.45% |
$1.15M - $1.29M
|
742K
$22.7M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
44.8KNew |
$1.14M - $1.29M
|
44.8K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
42.4K+ 7.18% |
$1.08M - $1.22M
|
633K
$19.4M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
BUY
|
- |
40.3K+ 10.3% |
$1.03M - $1.16M
|
432K
$13.2M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.7K+ 17.57% |
$1.01M - $1.14M
|
266K
$8.13M
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
39.6K+ 8.21% |
$1.01M - $1.14M
|
522K
$16M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39.2K+ 119.59% |
$1M - $1.13M
|
71.9K
$2.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
38.9K+ 5.54% |
$993K - $1.12M
|
741K
$22.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
38.8KNew |
$990K - $1.12M
|
38.8K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
38.7K+ 9.5% |
$988K - $1.11M
|
446K
$13.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
38.6K+ 11.04% |
$985K - $1.11M
|
388K
$11.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
37.6K+ 31.66% |
$959K - $1.08M
|
156K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
36.8KNew |
$941K - $1.06M
|
36.8K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
36.2K+ 9.73% |
$925K - $1.04M
|
409K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
35.9K+ 1.79% |
$917K - $1.03M
|
2.04M
$62.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
35.7K+ 3.96% |
$912K - $1.03M
|
938K
$28.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
33.8K+ 2.72% |
$864K - $974K
|
1.28M
$39.1M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
33.6KNew |
$858K - $968K
|
33.6K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.4KNew |
$852K - $961K
|
33.4K
$1.02M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33.2K+ 8.24% |
$848K - $956K
|
436K
$13.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
33K+ 3.23% |
$843K - $950K
|
1.05M
$32.3M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
32.8K+ 97.95% |
$839K - $945K
|
66.4K
$2.03M
|
|
|
May 09, 2025
Q1 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
32.7K+ 6.7% |
$836K - $943K
|
521K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
BUY
|
- |
32.5K+ 2.7% |
$829K - $935K
|
1.24M
$37.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
31.9K+ 17.49% |
$816K - $920K
|
215K
$6.57M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31.1K+ 2.84% |
$795K - $896K
|
1.13M
$34.5M
|