Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.41MNew |
$60.1M - $75.1M
|
2.41M
$75.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.28MNew |
$56.8M - $70.9M
|
2.28M
$71.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.07MNew |
$51.7M - $64.6M
|
2.07M
$64.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.54MNew |
$38.3M - $47.9M
|
1.54M
$48.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.16M+ 255.71% |
$29M - $36.3M
|
1.62M
$50.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
861KNew |
$21.5M - $26.8M
|
861K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
822KNew |
$20.5M - $25.6M
|
822K
$25.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
630K+ 21.23% |
$15.7M - $19.6M
|
3.6M
$113M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
479K+ 33.49% |
$11.9M - $14.9M
|
1.91M
$59.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
392K+ 12.04% |
$9.77M - $12.2M
|
3.65M
$114M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
327KNew |
$8.15M - $10.2M
|
327K
$10.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
213K+ 36.35% |
$5.32M - $6.65M
|
800K
$25.1M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
210K+ 26.98% |
$5.24M - $6.55M
|
989K
$31M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
198K+ 9.6% |
$4.95M - $6.18M
|
2.26M
$70.9M
|
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
185K+ 35.43% |
$4.61M - $5.76M
|
706K
$22.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
181K+ 17.73% |
$4.51M - $5.64M
|
1.2M
$37.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
177K+ 24.44% |
$4.41M - $5.51M
|
900K
$28.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
175K+ 24.97% |
$4.37M - $5.46M
|
878K
$27.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
144K+ 15.83% |
$3.59M - $4.48M
|
1.05M
$33M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
139K+ 194.03% |
$3.48M - $4.35M
|
211K
$6.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
135K+ 34.69% |
$3.36M - $4.2M
|
523K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
121KNew |
$3.02M - $3.77M
|
121K
$3.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
112K+ 13.08% |
$2.8M - $3.5M
|
972K
$30.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
86.2K+ 79.7% |
$2.15M - $2.69M
|
194K
$6.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
81.3K+ 6.58% |
$2.03M - $2.53M
|
1.32M
$41.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
68.7K+ 51.25% |
$1.71M - $2.14M
|
203K
$6.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
63.8K+ 18.99% |
$1.59M - $1.99M
|
400K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
60.1KNew |
$1.5M - $1.87M
|
60.1K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
59.4KNew |
$1.48M - $1.85M
|
59.4K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
57.3K+ 3.56% |
$1.43M - $1.78M
|
1.66M
$52.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 16.78% |
$1.29M - $1.61M
|
359K
$11.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
41.8K+ 4.46% |
$1.04M - $1.3M
|
980K
$30.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
41.5KNew |
$1.04M - $1.29M
|
41.5K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 155.62% |
$958K - $1.2M
|
63.1K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.9KNew |
$944K - $1.18M
|
37.9K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36.1K+ 8.27% |
$900K - $1.12M
|
473K
$14.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.5K+ 326.08% |
$786K - $981K
|
41.2K
$1.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
31.4KNew |
$784K - $979K
|
31.4K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
29.4K+ 7.51% |
$732K - $915K
|
421K
$13.2M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.4K+ 2.22% |
$709K - $886K
|
1.31M
$40.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 6.34% |
$684K - $855K
|
460K
$14.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.3K+ 25.05% |
$656K - $819K
|
131K
$4.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26K+ 3.04% |
$650K - $811K
|
883K
$27.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
25.4K+ 109.84% |
$634K - $792K
|
48.6K
$1.52M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
24.3K+ 15.56% |
$606K - $757K
|
181K
$5.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
23.9KNew |
$595K - $743K
|
23.9K
$747K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23K+ 62.36% |
$573K - $716K
|
59.8K
$1.87M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
22.1KNew |
$550K - $687K
|
22.1K
$691K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 26.01% |
$523K - $653K
|
102K
$3.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21K+ 98.08% |
$523K - $653K
|
42.3K
$1.33M
|