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 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
470New |
$12K - $13.5K
|
470
$14.4K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
453+ 28.85% |
$11.6K - $13K
|
2.02K
$61.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
414+ 4.01% |
$10.6K - $11.9K
|
10.7K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
317+ 0.15% |
$8.1K - $9.13K
|
217K
$6.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
232+ 2.56% |
$5.93K - $6.68K
|
9.28K
$284K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
158New |
$4.04K - $4.55K
|
158
$4.84K
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
112+ 0.21% |
$2.86K - $3.22K
|
53.8K
$1.65M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 0.27% |
$2.81K - $3.17K
|
40.3K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
76+ 0.14% |
$1.94K - $2.19K
|
54.6K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
61+ 0.25% |
$1.56K - $1.76K
|
24.9K
$762K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
50+ 0.3% |
$1.28K - $1.44K
|
16.6K
$509K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
48New |
$1.23K - $1.38K
|
48
$1.47K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
46+ 0.33% |
$1.17K - $1.32K
|
14K
$428K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
40+ 0.3% |
$1.02K - $1.15K
|
13.3K
$406K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
36+ 0.3% |
$919 - $1.04K
|
12K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 0.09% |
$741 - $835
|
33.6K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 0.28% |
$690 - $777
|
9.66K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
17+ 0.08% |
$434 - $489
|
21.3K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11+ 1.71% |
$281 - $317
|
656
$20.1K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5+ 0.01% |
$128 - $144
|
34.1K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
4+ 0.51% |
$102 - $115
|
781
$23.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3+ 0.0% |
$76.6 - $86.4
|
447K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.23% |
$25.5 - $28.8
|
444
$13.6K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-71- 1.9% |
$1.81K - $2.04K
|
3.67K
$112K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-123- 1.27% |
$3.14K - $3.54K
|
9.59K
$294K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 18.71% |
$6.31K - $7.11K
|
1.07K
$32.8K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-269- 0.36% |
$6.87K - $7.74K
|
74.8K
$2.29M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-325- 0.19% |
$8.3K - $9.36K
|
170K
$5.2M
|
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
SELL
|
- |
-335- 0.87% |
$8.56K - $9.64K
|
38.2K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-338- 3.44% |
$8.63K - $9.73K
|
9.47K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-348- 12.75% |
$8.89K - $10K
|
2.38K
$72.9K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-357- 0.44% |
$9.12K - $10.3K
|
80.5K
$2.46M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-360- 3.75% |
$9.19K - $10.4K
|
9.24K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-390- 0.36% |
$9.96K - $11.2K
|
108K
$3.32M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-506- 0.14% |
$12.9K - $14.6K
|
357K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-750- 2.11% |
$19.2K - $21.6K
|
34.8K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-801- 0.73% |
$20.5K - $23.1K
|
108K
$3.32M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-858- 1.28% |
$21.9K - $24.7K
|
66.3K
$2.03M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-880- 0.73% |
$22.5K - $25.3K
|
119K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-888- 5.21% |
$22.7K - $25.6K
|
16.2K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-927- 15.13% |
$23.7K - $26.7K
|
5.2K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-932- 8.21% |
$23.8K - $26.8K
|
10.4K
$319K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-946- 1.73% |
$24.2K - $27.2K
|
53.8K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.15K- 3.45% |
$29.3K - $33.1K
|
32.2K
$984K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.15K- 1.95% |
$29.4K - $33.2K
|
57.8K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-1.32K- 0.39% |
$33.8K - $38.1K
|
336K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-1.36K- 0.93% |
$34.7K - $39.1K
|
145K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.45K- 0.89% |
$37.1K - $41.9K
|
163K
$4.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.49K- 12.22% |
$38K - $42.9K
|
10.7K
$327K
|