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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
88K+ 7.78% |
$2.19M - $2.74M
|
1.22M
$40M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
86.2K+ 79.7% |
$2.15M - $2.69M
|
194K
$6.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84.5KNew |
$2.11M - $2.63M
|
84.5K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.4K+ 47.25% |
$2.08M - $2.6M
|
260K
$8.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
81.3K+ 6.58% |
$2.03M - $2.53M
|
1.32M
$43.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
71.6K+ 49.36% |
$1.79M - $2.23M
|
217K
$7.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
70.4K+ 29.0% |
$1.76M - $2.19M
|
313K
$10.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
69.2K+ 148.66% |
$1.73M - $2.16M
|
116K
$3.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
68.7K+ 51.25% |
$1.71M - $2.14M
|
203K
$6.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
63.8K+ 18.99% |
$1.59M - $1.99M
|
400K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.7K+ 25.43% |
$1.59M - $1.98M
|
314K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
63.6K+ 6.72% |
$1.59M - $1.98M
|
1.01M
$33.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
61.2K+ 3.36% |
$1.53M - $1.91M
|
1.88M
$61.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
60.1KNew |
$1.5M - $1.87M
|
60.1K
$1.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
60.1K+ 13.96% |
$1.5M - $1.87M
|
491K
$16.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
60.1K+ 7.35% |
$1.5M - $1.87M
|
877K
$28.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
59.4KNew |
$1.48M - $1.85M
|
59.4K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.7K+ 1271.5% |
$1.44M - $1.8M
|
62.3K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
57.3K+ 3.56% |
$1.43M - $1.78M
|
1.66M
$54.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.6K+ 12.5% |
$1.41M - $1.76M
|
510K
$16.7M
|
|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
55.3K+ 9.1% |
$1.38M - $1.72M
|
663K
$21.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
54.6K+ 14.06% |
$1.36M - $1.7M
|
443K
$14.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.6K+ 6.33% |
$1.34M - $1.67M
|
901K
$29.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53K+ 2.61% |
$1.32M - $1.65M
|
2.08M
$68.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
52.8K+ 1.29% |
$1.32M - $1.64M
|
4.16M
$136M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 16.78% |
$1.29M - $1.61M
|
359K
$11.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
46.6K+ 361.02% |
$1.16M - $1.45M
|
59.4K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
46.4K+ 2.38% |
$1.16M - $1.45M
|
2M
$65.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
44.7K+ 20.83% |
$1.11M - $1.39M
|
259K
$8.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.7K+ 12.63% |
$1.09M - $1.36M
|
390K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
41.8K+ 6.21% |
$1.04M - $1.3M
|
715K
$23.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
41.8K+ 4.46% |
$1.04M - $1.3M
|
980K
$32.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
41.5KNew |
$1.04M - $1.29M
|
41.5K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
41.3K+ 1.65% |
$1.03M - $1.29M
|
2.55M
$83.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
38.8K+ 12.12% |
$968K - $1.21M
|
359K
$11.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 155.62% |
$958K - $1.2M
|
63.1K
$2.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38KNew |
$949K - $1.19M
|
38K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.9KNew |
$944K - $1.18M
|
37.9K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36.1K+ 8.27% |
$900K - $1.12M
|
473K
$15.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33.9K+ 3.13% |
$845K - $1.06M
|
1.12M
$36.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
33.5K+ 9.25% |
$834K - $1.04M
|
395K
$13M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
32.7K+ 25.05% |
$816K - $1.02M
|
163K
$5.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
32.2K+ 12.15% |
$803K - $1M
|
297K
$9.76M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
31.6KNew |
$789K - $986K
|
31.6K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.5K+ 326.08% |
$786K - $981K
|
41.2K
$1.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
31.4KNew |
$784K - $979K
|
31.4K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.2K+ 6.04% |
$752K - $940K
|
529K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
29.8K+ 55.31% |
$742K - $927K
|
83.6K
$2.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
29.4K+ 7.51% |
$732K - $915K
|
421K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
29.1K+ 94.02% |
$727K - $908K
|
60.1K
$1.97M
|