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 16, 2025
Q1 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
11.5KNew |
$294K - $331K
|
11.5K
$352K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
11.3K+ 7.01% |
$288K - $324K
|
172K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
11.2K+ 110.08% |
$286K - $322K
|
21.4K
$654K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
11K+ 8.39% |
$281K - $317K
|
142K
$4.35M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
11K+ 27.51% |
$281K - $317K
|
51K
$1.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11K+ 87.53% |
$281K - $316K
|
23.5K
$720K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 12.68% |
$276K - $311K
|
96.1K
$2.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
10.8K+ 1.51% |
$275K - $310K
|
723K
$22.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
10K+ 4.85% |
$256K - $288K
|
217K
$6.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
9.56KNew |
$244K - $275K
|
9.56K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.36K+ 1.87% |
$239K - $270K
|
511K
$15.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
9.13KNew |
$233K - $263K
|
9.13K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.98KNew |
$229K - $259K
|
8.98K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.97K+ 47.37% |
$229K - $258K
|
27.9K
$854K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.96K+ 3.71% |
$229K - $258K
|
250K
$7.66M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.67K+ 12.01% |
$221K - $250K
|
80.9K
$2.47M
|
|
|
May 09, 2025
Q1 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
8.34K+ 21.82% |
$213K - $240K
|
46.5K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
8.14K+ 6.47% |
$208K - $234K
|
134K
$4.1M
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
8.04K+ 2.27% |
$205K - $231K
|
362K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
8.03K+ 2.09% |
$205K - $231K
|
392K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.69KNew |
$196K - $221K
|
7.69K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.52KNew |
$192K - $217K
|
7.52K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
7.52K+ 1.61% |
$192K - $217K
|
476K
$14.6M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
7.5KNew |
$192K - $216K
|
7.5K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.49KNew |
$191K - $216K
|
7.49K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.46KNew |
$191K - $215K
|
7.46K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.42K+ 0.45% |
$190K - $214K
|
1.67M
$51.2M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
7.28K+ 25.36% |
$186K - $210K
|
36K
$1.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.27K+ 3.17% |
$186K - $209K
|
236K
$7.23M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.12KNew |
$182K - $205K
|
7.12K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.06K+ 35.57% |
$180K - $203K
|
26.9K
$824K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
6.88K+ 1.1% |
$176K - $198K
|
632K
$19.4M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
6.75K+ 1.13% |
$172K - $194K
|
606K
$18.6M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.7K+ 13.39% |
$171K - $193K
|
56.7K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
6.52K+ 7.87% |
$167K - $188K
|
89.5K
$2.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
6.44K+ 5.25% |
$164K - $185K
|
129K
$3.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.13K+ 5.62% |
$157K - $177K
|
115K
$3.53M
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
6.03K+ 10.44% |
$154K - $174K
|
63.8K
$1.95M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5.96K+ 2.01% |
$152K - $171K
|
302K
$9.25M
|
|
|
May 02, 2025
Q1 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
5.88K+ 9.49% |
$150K - $169K
|
67.8K
$2.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.82K+ 11.94% |
$149K - $168K
|
54.5K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
5.7K+ 20.72% |
$146K - $164K
|
33.2K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.66K+ 41.82% |
$145K - $163K
|
19.2K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.54K+ 9.04% |
$141K - $159K
|
66.8K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
5.5K+ 2.32% |
$140K - $158K
|
243K
$7.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.18K+ 5.3% |
$132K - $149K
|
103K
$3.15M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.14KNew |
$131K - $148K
|
5.14K
$157K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5.11K+ 0.29% |
$131K - $147K
|
1.78M
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.11K+ 2.22% |
$130K - $147K
|
236K
$7.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
5.04K+ 44.54% |
$129K - $145K
|
16.4K
$501K
|