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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.78K+ 54.19% |
$94.3K - $118K
|
10.8K
$353K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.67K+ 15.61% |
$91.6K - $114K
|
27.2K
$893K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
3.64K+ 26.0% |
$90.7K - $113K
|
17.6K
$579K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.6K+ 81.17% |
$89.8K - $112K
|
8.04K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
3.54K+ 22.22% |
$88.4K - $110K
|
19.5K
$640K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36K+ 12.46% |
$83.7K - $105K
|
30.3K
$994K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.35K+ 7.09% |
$83.6K - $104K
|
50.6K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
3.15K+ 0.3% |
$78.4K - $98K
|
1.06M
$34.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.14K+ 4.63% |
$78.3K - $97.8K
|
71K
$2.33M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2.86K+ 87.21% |
$71.4K - $89.2K
|
6.15K
$202K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.86K+ 14.94% |
$71.4K - $89.1K
|
22K
$723K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.79K+ 2.63% |
$69.5K - $86.8K
|
109K
$3.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.71K+ 0.61% |
$67.5K - $84.4K
|
446K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.53K+ 9.5% |
$63.1K - $78.8K
|
29.2K
$958K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.51K+ 0.45% |
$62.5K - $78K
|
564K
$18.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.39K+ 22.63% |
$59.5K - $74.4K
|
12.9K
$425K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.33K+ 99.32% |
$58K - $72.4K
|
4.67K
$153K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
1.91K+ 41.21% |
$47.5K - $59.4K
|
6.53K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 12.0% |
$44.9K - $56.1K
|
16.8K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.66KNew |
$41.5K - $51.8K
|
1.66K
$54.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.4K+ 10.18% |
$34.9K - $43.6K
|
15.2K
$498K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 0.97% |
$33.9K - $42.3K
|
142K
$4.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.34K+ 0.3% |
$33.5K - $41.8K
|
447K
$14.7M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.34K+ 3.51% |
$33.4K - $41.7K
|
39.5K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 13.6% |
$32.4K - $40.5K
|
10.9K
$357K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.28K+ 34.82% |
$31.9K - $39.9K
|
4.96K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2K+ 13.01% |
$30K - $37.5K
|
10.4K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.17K+ 2.85% |
$29.3K - $36.5K
|
42.4K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.1K+ 0.35% |
$27.5K - $34.3K
|
312K
$10.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.07K+ 1.2% |
$26.7K - $33.4K
|
90.5K
$2.97M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.04K+ 2.28% |
$26K - $32.4K
|
46.7K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 1.79% |
$25.8K - $32.2K
|
58.8K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.03K+ 3.69% |
$25.7K - $32.1K
|
28.9K
$950K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.02K+ 18.05% |
$25.5K - $31.8K
|
6.68K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
946+ 2.81% |
$23.6K - $29.5K
|
34.6K
$1.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
929+ 1.7% |
$23.2K - $28.9K
|
55.5K
$1.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
885+ 6.14% |
$22.1K - $27.6K
|
15.3K
$503K
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
875+ 1.37% |
$21.8K - $27.3K
|
64.6K
$2.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
868New |
$21.6K - $27K
|
868
$28.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
836+ 7.82% |
$20.8K - $26K
|
11.5K
$379K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
795+ 15.46% |
$19.8K - $24.8K
|
5.94K
$195K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
733New |
$18.3K - $22.8K
|
733
$24.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
716+ 3.05% |
$17.9K - $22.3K
|
24.2K
$796K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
659+ 0.69% |
$16.4K - $20.5K
|
96.8K
$3.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
646+ 6.02% |
$16.1K - $20.1K
|
11.4K
$374K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
588+ 11.31% |
$14.7K - $18.3K
|
5.79K
$190K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
550+ 1195.65% |
$13.7K - $17.1K
|
596
$19.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
498+ 1.69% |
$12.4K - $15.5K
|
30K
$986K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
388+ 2.07% |
$9.68K - $12.1K
|
19.1K
$627K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
382+ 10.41% |
$9.53K - $11.9K
|
4.05K
$133K
|