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
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.1K+ 1.36% |
$251K - $314K
|
751K
$24.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.74K+ 1.91% |
$243K - $303K
|
520K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
9.55KNew |
$238K - $297K
|
9.55K
$314K
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.49K+ 47.29% |
$237K - $296K
|
29.6K
$971K
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
9.42K+ 1.49% |
$235K - $294K
|
642K
$21.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
9.39K+ 2.26% |
$234K - $293K
|
425K
$14M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
9.31K+ 10.3% |
$232K - $290K
|
99.7K
$3.27M
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
9.24K+ 10.62% |
$231K - $288K
|
96.3K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.22KNew |
$230K - $287K
|
9.22K
$303K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.92K+ 2.5% |
$222K - $278K
|
366K
$12M
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
8.69K+ 21.58% |
$217K - $271K
|
49K
$1.61M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8.34K+ 3.85% |
$208K - $260K
|
225K
$7.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.14K+ 9.5% |
$203K - $254K
|
93.8K
$3.08M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.08KNew |
$201K - $252K
|
8.08K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.97KNew |
$199K - $248K
|
7.97K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.72K+ 4.34% |
$193K - $240K
|
186K
$6.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7.71KNew |
$192K - $240K
|
7.71K
$253K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.53KNew |
$188K - $235K
|
7.53K
$247K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7.46K+ 3.44% |
$186K - $232K
|
224K
$7.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.38K+ 0.51% |
$184K - $230K
|
1.45M
$47.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.35KNew |
$183K - $229K
|
7.35K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.35K+ 22.12% |
$183K - $229K
|
40.6K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.86K+ 10.28% |
$171K - $214K
|
73.7K
$2.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.86KNew |
$171K - $214K
|
6.86K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
6.85K+ 2.26% |
$171K - $213K
|
309K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
6.8KNew |
$170K - $212K
|
6.8K
$223K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
6.73KNew |
$168K - $210K
|
6.73K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6.71K+ 43.51% |
$167K - $209K
|
22.1K
$727K
|
|
|
Jul 24, 2025
Q2 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
6.71KNew |
$167K - $209K
|
6.71K
$220K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.59K+ 18.31% |
$164K - $205K
|
42.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.52KNew |
$163K - $203K
|
6.52K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.38K+ 2.03% |
$159K - $199K
|
320K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.31K+ 2.33% |
$157K - $196K
|
278K
$9.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 2.12% |
$157K - $196K
|
303K
$9.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.28K+ 3.66% |
$157K - $196K
|
178K
$5.85M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.14K+ 17.23% |
$153K - $191K
|
41.8K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.93K+ 5.46% |
$148K - $185K
|
114K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5.74K+ 7.11% |
$143K - $179K
|
86.5K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.52K+ 7.39% |
$138K - $172K
|
80.3K
$2.64M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.43K+ 8.66% |
$135K - $169K
|
68.1K
$2.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
5.29K+ 1.07% |
$132K - $165K
|
500K
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.93K+ 21.09% |
$123K - $154K
|
28.3K
$930K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.88K+ 9.71% |
$122K - $152K
|
55.1K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.81KNew |
$120K - $150K
|
4.81K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.79K+ 3.53% |
$119K - $149K
|
140K
$4.61M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.45K+ 3.24% |
$111K - $139K
|
142K
$4.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.31K+ 13.44% |
$107K - $134K
|
36.4K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.07K+ 0.61% |
$102K - $127K
|
671K
$22M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
4.02K+ 39.19% |
$100K - $125K
|
14.3K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.83K+ 9.81% |
$95.6K - $119K
|
42.9K
$1.41M
|