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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5K+ 2.89% |
$128K - $144K
|
178K
$5.45M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.95K+ 19.0% |
$126K - $142K
|
31K
$949K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.66KNew |
$119K - $134K
|
4.66K
$143K
|
|
|
May 02, 2025
Q1 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.62K+ 50.39% |
$118K - $133K
|
13.8K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.47K+ 5.37% |
$114K - $129K
|
87.8K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.41K+ 35.45% |
$113K - $127K
|
16.8K
$516K
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
4.22K+ 4.53% |
$108K - $122K
|
97.5K
$2.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
4.22K+ 5.8% |
$108K - $122K
|
77K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.99K+ 14.9% |
$102K - $115K
|
30.8K
$943K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.69K+ 27.41% |
$94.2K - $106K
|
17.2K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 6.1% |
$93.6K - $106K
|
63.7K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.56K+ 1.08% |
$90.9K - $102K
|
334K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
3.28KNew |
$83.8K - $94.5K
|
3.28K
$100K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.28K+ 6.98% |
$83.7K - $94.4K
|
50.2K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.91K+ 5.71% |
$74.3K - $83.7K
|
53.8K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.87K+ 3.28% |
$73.3K - $82.6K
|
90.4K
$2.77M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.86K+ 23.03% |
$73.1K - $82.4K
|
15.3K
$468K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.82K+ 15.36% |
$71.9K - $81.1K
|
21.1K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.82K+ 0.09% |
$71.9K - $81K
|
3.31M
$101M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.65K+ 28.83% |
$67.6K - $76.2K
|
11.8K
$362K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.34K+ 12.68% |
$59.8K - $67.5K
|
20.8K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.34K+ 4.79% |
$59.8K - $67.4K
|
51.2K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
2.26K+ 10.65% |
$57.8K - $65.1K
|
23.5K
$720K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
2.25K+ 17.09% |
$57.5K - $64.8K
|
15.4K
$472K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.19K+ 0.37% |
$55.8K - $62.9K
|
591K
$18.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.08K+ 0.77% |
$53.1K - $59.9K
|
271K
$8.3M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.05K+ 79.75% |
$52.4K - $59.1K
|
4.63K
$142K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.95K+ 92.24% |
$49.8K - $56.1K
|
4.06K
$124K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.91K+ 443.16% |
$48.8K - $55K
|
2.34K
$71.7K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
1.78K+ 0.52% |
$45.6K - $51.4K
|
343K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.78K+ 0.57% |
$45.4K - $51.2K
|
311K
$9.52M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.72K+ 0.74% |
$43.9K - $49.5K
|
235K
$7.18M
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.47K+ 0.59% |
$37.5K - $42.3K
|
250K
$7.66M
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.46K+ 34.85% |
$37.3K - $42.1K
|
5.66K
$173K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
1.41K+ 0.38% |
$36K - $40.6K
|
368K
$11.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1.26K+ 4.09% |
$32.2K - $36.2K
|
32.1K
$982K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.25K+ 13.96% |
$31.9K - $36K
|
10.2K
$312K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.2KNew |
$30.8K - $34.7K
|
1.2K
$36.9K
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.18K+ 10.09% |
$30.2K - $34K
|
12.9K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
1.14K+ 10.36% |
$29.1K - $32.8K
|
12.1K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.1K+ 9.68% |
$28.1K - $31.7K
|
12.5K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
993+ 1.69% |
$25.4K - $28.6K
|
59.9K
$1.83M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
930+ 0.07% |
$23.8K - $26.8K
|
1.26M
$38.6M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
922+ 33.44% |
$23.5K - $26.5K
|
3.68K
$113K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
849New |
$21.7K - $24.4K
|
849
$26K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
763+ 0.91% |
$19.5K - $22K
|
84.6K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
695+ 24.4% |
$17.8K - $20K
|
3.54K
$108K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
596+ 0.15% |
$15.2K - $17.2K
|
398K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
555+ 1.46% |
$14.2K - $16K
|
38.7K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
475+ 25.48% |
$12.1K - $13.7K
|
2.34K
$71.6K
|