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 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.4K+ 2.22% |
$709K - $886K
|
1.31M
$42.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.3K+ 7.41% |
$705K - $881K
|
410K
$13.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 6.34% |
$684K - $855K
|
460K
$15.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 212.26% |
$660K - $824K
|
38.9K
$1.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.3K+ 25.05% |
$656K - $819K
|
131K
$4.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.3KNew |
$655K - $818K
|
26.3K
$863K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26K+ 3.04% |
$650K - $811K
|
883K
$29M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
25.4K+ 109.84% |
$634K - $792K
|
48.6K
$1.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25K+ 3.95% |
$624K - $780K
|
658K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
24.3K+ 15.56% |
$606K - $757K
|
181K
$5.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
23.9KNew |
$595K - $743K
|
23.9K
$783K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23K+ 62.36% |
$573K - $716K
|
59.8K
$1.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 41.73% |
$559K - $699K
|
76.2K
$2.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
22.1KNew |
$550K - $687K
|
22.1K
$724K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
21.3K+ 32.14% |
$532K - $664K
|
87.7K
$2.88M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 26.01% |
$523K - $653K
|
102K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21K+ 98.08% |
$523K - $653K
|
42.3K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
18.5K+ 5.03% |
$462K - $577K
|
387K
$12.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.3K+ 113.34% |
$457K - $571K
|
34.5K
$1.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
17.9K+ 28.09% |
$447K - $558K
|
81.7K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.4K+ 3.8% |
$435K - $543K
|
476K
$15.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.4KNew |
$435K - $543K
|
17.4K
$572K
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
17.4K+ 1.34% |
$434K - $542K
|
1.32M
$43.3M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
17.3KNew |
$432K - $539K
|
17.3K
$569K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16.7K+ 30.68% |
$417K - $521K
|
71.3K
$2.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
16.6KNew |
$413K - $516K
|
16.6K
$544K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5K+ 0.87% |
$413K - $515K
|
1.91M
$62.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
16.5K+ 2.45% |
$411K - $514K
|
691K
$22.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
16.3K+ 93.99% |
$406K - $507K
|
33.6K
$1.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.1K+ 20.1% |
$402K - $503K
|
96.4K
$3.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15.5K+ 0.64% |
$385K - $481K
|
2.44M
$80.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.4K+ 1.79% |
$384K - $480K
|
876K
$28.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
14.9K+ 3.13% |
$372K - $464K
|
491K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 629.88% |
$367K - $459K
|
17.1K
$561K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.7K+ 39.53% |
$365K - $456K
|
51.7K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14.7KNew |
$365K - $456K
|
14.7K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 3.51% |
$358K - $447K
|
423K
$13.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.9K+ 109.05% |
$322K - $402K
|
24.7K
$812K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
12.8K+ 96.88% |
$320K - $400K
|
26.1K
$857K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
12.5K+ 7.09% |
$312K - $390K
|
189K
$6.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.4K+ 21.85% |
$309K - $386K
|
69.1K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
12.3KNew |
$308K - $384K
|
12.3K
$405K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12KNew |
$300K - $375K
|
12K
$396K
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 21.4% |
$287K - $358K
|
65.3K
$2.14M
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.4KNew |
$284K - $355K
|
11.4K
$374K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.2KNew |
$280K - $349K
|
11.2K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.9K+ 687.28% |
$271K - $338K
|
12.4K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 0.96% |
$269K - $335K
|
1.14M
$37.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
10.4K+ 2.76% |
$258K - $323K
|
386K
$12.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.3KNew |
$257K - $320K
|
10.3K
$338K
|