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 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-15K- 24.15% |
$384K - $433K
|
47.3K
$1.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-15.1K- 3.21% |
$386K - $435K
|
455K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-16K- 9.71% |
$409K - $461K
|
149K
$4.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 13.56% |
$419K - $472K
|
105K
$3.2M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-16.8K- 36.63% |
$430K - $484K
|
29.1K
$891K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-17.5K- 1.5% |
$448K - $505K
|
1.15M
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-18.7K- 4.17% |
$477K - $538K
|
430K
$13.2M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-19.2K- 3.69% |
$489K - $551K
|
499K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-20.1K- 0.99% |
$513K - $578K
|
2M
$61.3M
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-21.8K- 3.14% |
$557K - $628K
|
673K
$20.6M
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-21.9K- 1.83% |
$559K - $630K
|
1.17M
$35.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-24.3K- 40.27% |
$622K - $701K
|
36.1K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25.8K- 5.4% |
$660K - $744K
|
453K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-30.7K- 16.69% |
$783K - $883K
|
153K
$4.68M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-34.4K- 2.41% |
$879K - $991K
|
1.4M
$42.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-35K- 2.39% |
$894K - $1.01M
|
1.43M
$43.8M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-37.7K- 17.07% |
$962K - $1.08M
|
183K
$5.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40.8K- 9.23% |
$1.04M - $1.17M
|
401K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-43.5K- 63.4% |
$1.11M - $1.25M
|
25.1K
$768K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50.3K- 6.88% |
$1.28M - $1.45M
|
681K
$20.8M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-122K- 35.98% |
$3.11M - $3.51M
|
217K
$6.63M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-123K- 0.75% |
$3.15M - $3.55M
|
16.2M
$497M
|
|
|
Apr 22, 2025
Q1 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-138K- 16.43% |
$3.53M - $3.97M
|
702K
$21.5M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-147K- 24.13% |
$3.76M - $4.24M
|
463K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-148K- 12.05% |
$3.79M - $4.27M
|
1.08M
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-172K- 3.51% |
$4.4M - $4.96M
|
4.74M
$145M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-173K- 14.79% |
$4.43M - $4.99M
|
998K
$30.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-179K- 15.93% |
$4.58M - $5.16M
|
946K
$29M
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-186K- 77.23% |
$4.75M - $5.36M
|
54.9K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-356K- 22.91% |
$9.1M - $10.3M
|
1.2M
$36.7M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-676K- 33.93% |
$17.3M - $19.5M
|
1.32M
$40.3M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-791K- 95.52% |
$20.2M - $22.8M
|
37.1K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-935K- 64.94% |
$23.9M - $26.9M
|
505K
$15.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.92M- 6.53% |
$49.1M - $55.4M
|
27.5M
$843M
|