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
|
Claris Advisors, LLC
|
SELL
|
- |
-338- 3.44% |
$8.63K - $9.73K
|
9.47K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.15K- 3.45% |
$29.3K - $33.1K
|
32.2K
$895K
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.32K- 0.39% |
$33.8K - $38.1K
|
336K
$9.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.45K- 0.89% |
$37.1K - $41.9K
|
163K
$4.52M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.49K- 12.22% |
$38K - $42.9K
|
10.7K
$298K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 6.37% |
$39.3K - $44.3K
|
22.6K
$630K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 44.44% |
$51.1K - $57.6K
|
2.5K
$69.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.62K- 1.87% |
$66.9K - $75.4K
|
137K
$3.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.13K- 7.4% |
$79.8K - $90K
|
39.1K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.51K- 5.52% |
$89.6K - $101K
|
60K
$1.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.07K- 12.13% |
$104K - $117K
|
29.5K
$821K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.47K- 27.41% |
$140K - $157K
|
14.5K
$403K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-10.2K- 3.15% |
$261K - $294K
|
314K
$8.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.7K- 0.61% |
$273K - $308K
|
1.74M
$48.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10.9K- 2.71% |
$278K - $314K
|
391K
$10.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 36.36% |
$315K - $355K
|
21.6K
$600K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 13.56% |
$419K - $472K
|
105K
$2.91M
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-17.5K- 1.5% |
$448K - $505K
|
1.15M
$32M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30.7K- 16.69% |
$783K - $883K
|
153K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-173K- 14.79% |
$4.43M - $4.99M
|
998K
$27.8M
|