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 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-44K- 3.15% |
$1.1M - $1.37M
|
1.35M
$44.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-44.1K- 10.16% |
$1.1M - $1.37M
|
390K
$12.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-44.3K- 1.14% |
$1.1M - $1.38M
|
3.84M
$126M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-45K- 3.11% |
$1.12M - $1.4M
|
1.4M
$46.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-45K- 75.17% |
$1.12M - $1.4M
|
14.9K
$488K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49K- 6.16% |
$1.22M - $1.53M
|
745K
$24.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-49.3K- 61.29% |
$1.23M - $1.54M
|
31.1K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-54.4K- 13.67% |
$1.36M - $1.7M
|
344K
$11.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-57.9K- 14.45% |
$1.44M - $1.8M
|
343K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-62.1K- 41.72% |
$1.55M - $1.93M
|
86.7K
$2.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63.2K- 6.33% |
$1.58M - $1.97M
|
935K
$30.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-66.7K- 60.67% |
$1.66M - $2.08M
|
43.3K
$1.42M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72K- 15.54% |
$1.8M - $2.24M
|
391K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-79.8K- 59.81% |
$1.99M - $2.49M
|
53.6K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84.1K- 1.63% |
$2.1M - $2.62M
|
5.09M
$167M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-84.3K- 19.52% |
$2.1M - $2.63M
|
348K
$11.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-96.9K- 8.09% |
$2.42M - $3.02M
|
1.1M
$36.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-102K- 5.86% |
$2.54M - $3.18M
|
1.64M
$53.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-102K- 5.86% |
$2.54M - $3.18M
|
1.64M
$53.8M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-103K- 8.79% |
$2.57M - $3.21M
|
1.07M
$35.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-147K- 6.71% |
$3.67M - $4.59M
|
2.05M
$67.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-167K- 62.71% |
$4.16M - $5.19M
|
99.1K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-173K- 2.74% |
$4.33M - $5.4M
|
6.15M
$202M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-223K- 16.96% |
$5.57M - $6.95M
|
1.09M
$35.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-250K- 1.54% |
$6.25M - $7.8M
|
16M
$525M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-294K- 77.74% |
$7.32M - $9.14M
|
84K
$2.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-295K- 8.94% |
$7.37M - $9.2M
|
3.01M
$98.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-390K- 27.25% |
$9.72M - $12.1M
|
1.04M
$34.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-394K- 57.89% |
$9.83M - $12.3M
|
287K
$9.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.16M- 98.41% |
$53.8M - $67.2M
|
34.9K
$1.15M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.21M- 46.65% |
$55M - $68.7M
|
2.52M
$82.9M
|