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 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.57K- 1.79% |
$164K - $204K
|
360K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-6.59K- 4.11% |
$164K - $205K
|
154K
$5.05M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-6.82K- 30.13% |
$170K - $212K
|
15.8K
$519K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7.51K- 0.42% |
$187K - $234K
|
1.77M
$58.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7.79K- 1.28% |
$194K - $243K
|
599K
$19.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.27K- 1.5% |
$231K - $289K
|
608K
$20M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-9.44K- 0.29% |
$236K - $294K
|
3.2M
$105M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-9.61K- 2.08% |
$240K - $299K
|
453K
$14.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-9.83K- 6.13% |
$245K - $306K
|
151K
$4.94M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-10.1K- 2.21% |
$251K - $313K
|
445K
$14.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.2K- 1.73% |
$255K - $319K
|
580K
$19.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-10.3K- 5.61% |
$256K - $320K
|
173K
$5.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 6.83% |
$256K - $320K
|
140K
$4.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.3K- 2.63% |
$257K - $321K
|
382K
$12.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.4K- 1.29% |
$260K - $325K
|
798K
$26.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.2K- 7.31% |
$279K - $348K
|
142K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 30.28% |
$292K - $365K
|
27K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-12.7K- 59.54% |
$316K - $395K
|
8.62K
$283K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-12.7K- 9.49% |
$317K - $396K
|
121K
$3.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-12.9K- 40.05% |
$321K - $401K
|
19.3K
$633K
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-13.6K- 8.72% |
$339K - $424K
|
142K
$4.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-14.7K- 8.2% |
$367K - $458K
|
165K
$5.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-15K- 2.28% |
$373K - $466K
|
641K
$21M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.1K- 6.43% |
$376K - $470K
|
219K
$7.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-15.1K- 4.34% |
$377K - $471K
|
333K
$10.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.9K- 1.04% |
$396K - $495K
|
1.51M
$49.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-16.2K- 3.62% |
$403K - $504K
|
431K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-17.2K- 5.0% |
$428K - $534K
|
326K
$10.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-17.2K- 2.74% |
$429K - $535K
|
611K
$20.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Aspen Capital Management, LLC
Boise, ID |
SELL
|
- |
-19.9K- 0.93% |
$496K - $620K
|
2.11M
$69.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-19.9K- 8.89% |
$497K - $621K
|
204K
$6.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 13.33% |
$499K - $623K
|
130K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 1.86% |
$501K - $626K
|
1.06M
$34.9M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-20.5K- 6.78% |
$511K - $638K
|
282K
$9.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-21.1K- 38.52% |
$527K - $658K
|
33.7K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-24.8K- 2.66% |
$618K - $771K
|
905K
$29.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-24.9K- 6.01% |
$620K - $774K
|
389K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-25.7K- 1.65% |
$642K - $802K
|
1.54M
$50.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-26K- 8.85% |
$648K - $809K
|
268K
$8.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-27K- 19.01% |
$674K - $842K
|
115K
$3.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30.4K- 6.01% |
$757K - $946K
|
475K
$15.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30.4K- 2.38% |
$759K - $948K
|
1.25M
$40.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-30.9K- 2.28% |
$771K - $963K
|
1.33M
$43.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-33.9K- 1.49% |
$845K - $1.06M
|
2.24M
$73.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-36K- 0.76% |
$897K - $1.12M
|
4.71M
$155M
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-37.3K- 2.93% |
$931K - $1.16M
|
1.24M
$40.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-37.7K- 63.76% |
$940K - $1.17M
|
21.4K
$703K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-40.1K- 8.03% |
$1M - $1.25M
|
459K
$15.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-42.5K- 16.09% |
$1.06M - $1.32M
|
221K
$7.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.7K- 18.51% |
$1.09M - $1.36M
|
193K
$6.32M
|