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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.53K- 17.96% |
$39K - $44K
|
6.98K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 6.37% |
$39.3K - $44.3K
|
22.6K
$693K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-1.67K- 6.2% |
$42.7K - $48.2K
|
25.3K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.76K- 2.53% |
$44.8K - $50.5K
|
67.6K
$2.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 19.12% |
$49K - $55.2K
|
8.12K
$248K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2K- 44.44% |
$51.1K - $57.6K
|
2.5K
$76.5K
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-2.06K- 9.43% |
$52.6K - $59.3K
|
19.8K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.14K- 82.29% |
$54.6K - $61.5K
|
460
$14.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.16K- 2.57% |
$55.2K - $62.2K
|
81.7K
$2.5M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.4K- 18.96% |
$61.3K - $69.1K
|
10.3K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.62K- 1.87% |
$66.9K - $75.4K
|
137K
$4.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.7K- 0.73% |
$68.9K - $77.7K
|
367K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.78K- 0.18% |
$71K - $80K
|
1.52M
$46.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-3.13K- 7.4% |
$79.8K - $90K
|
39.1K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.14K- 18.58% |
$80.1K - $90.3K
|
13.8K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.5K- 0.44% |
$89.3K - $101K
|
794K
$24.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.51K- 5.52% |
$89.6K - $101K
|
60K
$1.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.65K- 14.82% |
$93.3K - $105K
|
21K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-3.69K- 2.56% |
$94.2K - $106K
|
140K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.9K- 15.56% |
$99.7K - $112K
|
21.2K
$648K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.94K- 2.55% |
$100K - $113K
|
150K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.97K- 4.33% |
$101K - $114K
|
87.9K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-4.07K- 12.13% |
$104K - $117K
|
29.5K
$904K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-4.24K- 20.64% |
$108K - $122K
|
16.3K
$498K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-4.35K- 5.83% |
$111K - $125K
|
70.3K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.86K- 51.7% |
$124K - $140K
|
4.54K
$139K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-5.07K- 0.23% |
$130K - $146K
|
2.19M
$67.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.47K- 27.41% |
$140K - $157K
|
14.5K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-6K- 1.43% |
$153K - $173K
|
413K
$12.7M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.35K- 11.78% |
$162K - $183K
|
47.5K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.87K- 63.32% |
$175K - $198K
|
3.98K
$122K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8.04K- 11.37% |
$205K - $231K
|
62.7K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-8.11K- 0.87% |
$207K - $233K
|
921K
$28.2M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.4K- 25.41% |
$215K - $242K
|
24.7K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.01K- 46.44% |
$230K - $259K
|
10.4K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-9.12K- 3.01% |
$233K - $262K
|
294K
$8.99M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.19K- 45.52% |
$235K - $265K
|
11K
$337K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-9.23K- 6.53% |
$236K - $266K
|
132K
$4.04M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-9.39K- 1.05% |
$240K - $270K
|
889K
$27.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.76K- 2.39% |
$249K - $281K
|
398K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-10.2K- 5.98% |
$260K - $294K
|
160K
$4.91M
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-10.2K- 3.15% |
$261K - $294K
|
314K
$9.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-10.6K- 6.35% |
$270K - $305K
|
156K
$4.78M
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-10.7K- 0.61% |
$273K - $308K
|
1.74M
$53.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-10.7K- 0.61% |
$273K - $308K
|
1.74M
$53.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-10.9K- 2.71% |
$278K - $314K
|
391K
$12M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.1K- 21.15% |
$282K - $318K
|
41.2K
$1.26M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.1K- 9.92% |
$309K - $349K
|
110K
$3.37M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 36.36% |
$315K - $355K
|
21.6K
$660K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-13K- 2.86% |
$333K - $375K
|
443K
$13.6M
|