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 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
355+ 0.22% |
$8.85K - $11.1K
|
163K
$5.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
350+ 1.82% |
$8.73K - $10.9K
|
19.6K
$642K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
338+ 2.6% |
$8.43K - $10.5K
|
13.3K
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
327+ 8.22% |
$8.16K - $10.2K
|
4.31K
$141K
|
|
|
Jul 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
325+ 0.1% |
$8.11K - $10.1K
|
326K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
309+ 1.24% |
$7.71K - $9.63K
|
25.2K
$828K
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
300+ 3.17% |
$7.48K - $9.35K
|
9.77K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
289+ 35.37% |
$7.21K - $9K
|
1.11K
$36.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
288+ 3.12% |
$7.18K - $8.97K
|
9.53K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
279+ 3.63% |
$6.96K - $8.69K
|
7.97K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
230New |
$5.74K - $7.16K
|
230
$7.55K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
227+ 1.36% |
$5.66K - $7.07K
|
16.9K
$554K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
223+ 1.37% |
$5.56K - $6.95K
|
16.5K
$542K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
222+ 2.61% |
$5.54K - $6.92K
|
8.74K
$287K
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
164+ 1.37% |
$4.09K - $5.11K
|
12.2K
$399K
|
|
|
Aug 01, 2025
Q2 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
158+ 0.98% |
$3.94K - $4.92K
|
16.3K
$536K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
146New |
$3.64K - $4.55K
|
146
$4.79K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
125+ 1.37% |
$3.12K - $3.89K
|
9.25K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
97+ 0.25% |
$2.42K - $3.02K
|
38.9K
$1.28M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
91+ 0.87% |
$2.27K - $2.83K
|
10.5K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
52+ 0.69% |
$1.3K - $1.62K
|
7.55K
$248K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$673 - $841
|
27
$887
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.64% |
$648 - $810
|
4.09K
$134K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24+ 2.83% |
$599 - $748
|
873
$28.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
18+ 0.04% |
$449 - $561
|
51K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16+ 1.33% |
$399 - $498
|
1.22K
$40.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 1.4% |
$374 - $467
|
1.09K
$35.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.07% |
$349 - $436
|
21K
$690K
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 0.01% |
$249 - $312
|
81.7K
$2.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.05% |
$249 - $312
|
21.2K
$695K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.06% |
$150 - $187
|
9.6K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 1.35% |
$150 - $187
|
450
$14.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$99.8 - $125
|
9.29K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$24.9 - $31.2
|
1
$32.8
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$24.9 - $31.2
|
1
$32.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$24.9 - $31.2
|
10.4K
$342K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 0.08% |
$74.8 - $93.4
|
3.81K
$125K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-35- 0.11% |
$873 - $1.09K
|
30.7K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-41- 6.25% |
$1.02K - $1.28K
|
615
$20.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-59- 0.31% |
$1.47K - $1.84K
|
19.1K
$626K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-64- 0.18% |
$1.6K - $1.99K
|
36K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-98- 0.49% |
$2.44K - $3.05K
|
19.7K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-99- 0.34% |
$2.47K - $3.08K
|
29K
$953K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-201- 0.02% |
$5.01K - $6.26K
|
822K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-271- 3.62% |
$6.76K - $8.44K
|
7.22K
$237K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-279- 0.62% |
$6.96K - $8.69K
|
44.5K
$1.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-353- 0.4% |
$8.8K - $11K
|
87.5K
$2.87M
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-400- 0.6% |
$9.98K - $12.5K
|
65.9K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-435- 1.41% |
$10.8K - $13.6K
|
30.4K
$997K
|