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 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-515- 4.24% |
$12.8K - $16K
|
11.6K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-606- 1.78% |
$15.1K - $18.9K
|
33.5K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-711- 4.35% |
$17.7K - $22.1K
|
15.7K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-719- 8.01% |
$17.9K - $22.4K
|
8.26K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-743- 0.17% |
$18.5K - $23.1K
|
429K
$14.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-762- 0.7% |
$19K - $23.7K
|
108K
$3.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-793- 4.71% |
$19.8K - $24.7K
|
16.1K
$527K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-798- 39.45% |
$19.9K - $24.9K
|
1.23K
$40.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-817- 5.49% |
$20.4K - $25.4K
|
14.1K
$461K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-855- 9.06% |
$21.3K - $26.6K
|
8.59K
$282K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-869- 2.21% |
$21.7K - $27.1K
|
38.4K
$1.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-956- 0.03% |
$23.8K - $29.8K
|
3.38M
$111M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.11K- 49.84% |
$27.7K - $34.6K
|
1.12K
$36.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 19.91% |
$29.9K - $37.3K
|
4.82K
$158K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 1.18% |
$30.9K - $38.6K
|
103K
$3.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.26K- 5.01% |
$31.4K - $39.2K
|
23.8K
$783K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.3K- 10.37% |
$32.3K - $40.3K
|
11.2K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.51K- 4.48% |
$37.6K - $46.9K
|
32.1K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.67K- 1.63% |
$41.7K - $52.1K
|
101K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 8.46% |
$43.9K - $54.9K
|
19.1K
$626K
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.81K- 0.24% |
$45K - $56.2K
|
740K
$24.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.94K- 71.4% |
$48.4K - $60.5K
|
778
$25.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.13K- 6.39% |
$53.2K - $66.4K
|
31.2K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.24K- 13.48% |
$55.9K - $69.8K
|
14.4K
$472K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 3.76% |
$66K - $82.4K
|
67.7K
$2.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-2.67K- 2.73% |
$66.5K - $83K
|
94.8K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.75K- 2.08% |
$68.6K - $85.7K
|
129K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.84K- 17.35% |
$70.7K - $88.3K
|
13.5K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.06K- 21.13% |
$76.3K - $95.3K
|
11.4K
$375K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.25K- 6.83% |
$80.9K - $101K
|
44.3K
$1.45M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.29K- 3.75% |
$82K - $102K
|
84.5K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 2.87% |
$85K - $106K
|
116K
$3.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-3.53K- 13.95% |
$88.1K - $110K
|
21.8K
$716K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.56K- 34.85% |
$88.7K - $111K
|
6.65K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.56K- 76.39% |
$88.8K - $111K
|
1.1K
$36.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-3.76K- 5.66% |
$93.8K - $117K
|
62.7K
$2.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-3.77K- 32.8% |
$94K - $117K
|
7.73K
$254K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4K- 0.43% |
$99.8K - $125K
|
917K
$30.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-4.21K- 2.48% |
$105K - $131K
|
166K
$5.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.35K- 1.09% |
$109K - $136K
|
394K
$12.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.58K- 1.37% |
$114K - $143K
|
330K
$10.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-4.61K- 5.99% |
$115K - $144K
|
72.4K
$2.38M
|
|
|
Sep 23, 2025
Q2 2025
|
Rs Crum Inc.
|
SELL
|
- |
-4.69K- 0.41% |
$117K - $146K
|
1.15M
$37.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-4.8K- 1.92% |
$120K - $149K
|
245K
$8.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-5.23K- 8.7% |
$130K - $163K
|
54.8K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.41K- 1.79% |
$135K - $169K
|
297K
$9.77M
|
|
|
Aug 13, 2025
Q2 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-6.13K- 0.64% |
$153K - $191K
|
951K
$31.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.39K- 0.87% |
$159K - $199K
|
728K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.4K- 0.74% |
$159K - $199K
|
860K
$28.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-6.42K- 6.95% |
$160K - $200K
|
86K
$2.82M
|