Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.5K+ 17.6% |
$508K - $545K
|
110K
$3.62M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
16.3K+ 3.11% |
$500K - $537K
|
539K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.5K+ 3.68% |
$476K - $511K
|
436K
$14.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
15K+ 3.79% |
$461K - $495K
|
410K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.5K+ 3.04% |
$415K - $446K
|
458K
$15.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
13.5K+ 2.74% |
$414K - $445K
|
504K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$407K - $437K
|
13.2K
$435K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
12.6K+ 1.79% |
$389K - $418K
|
719K
$23.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
12.3KNew |
$378K - $406K
|
12.3K
$403K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$370K - $397K
|
12K
$395K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.6K+ 15.74% |
$357K - $383K
|
85.2K
$2.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 65.44% |
$351K - $377K
|
28.8K
$947K
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10.4K+ 43.56% |
$320K - $343K
|
34.2K
$1.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 2.75% |
$309K - $332K
|
376K
$12.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
8.89KNew |
$274K - $294K
|
8.89K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.86K+ 6.75% |
$273K - $293K
|
140K
$4.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.19K+ 2.95% |
$252K - $270K
|
286K
$9.38M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.02K+ 2.56% |
$247K - $265K
|
321K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.78K+ 104.3% |
$239K - $257K
|
15.2K
$501K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.55K+ 2.31% |
$232K - $249K
|
334K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.55K+ 6.22% |
$232K - $249K
|
129K
$4.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.36K+ 6.77% |
$226K - $243K
|
116K
$3.81M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.2KNew |
$222K - $238K
|
7.2K
$236K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.03K+ 7.3% |
$216K - $232K
|
103K
$3.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.7KNew |
$206K - $221K
|
6.7K
$220K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.34K+ 3.56% |
$195K - $209K
|
184K
$6.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.3KNew |
$194K - $208K
|
6.3K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.2KNew |
$191K - $205K
|
6.2K
$204K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.85K+ 4.13% |
$180K - $193K
|
148K
$4.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.83K+ 1.75% |
$179K - $192K
|
339K
$11.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
5.59K+ 2.52% |
$172K - $184K
|
227K
$7.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.27K+ 1.6% |
$162K - $174K
|
335K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 47.88% |
$160K - $172K
|
16.1K
$527K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.19K+ 107.65% |
$160K - $171K
|
10K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.89K+ 1.1% |
$150K - $161K
|
451K
$14.8M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.63K+ 1.5% |
$142K - $153K
|
314K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.32K+ 106.57% |
$133K - $142K
|
8.37K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.15K+ 6.9% |
$128K - $137K
|
64.3K
$2.11M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.14K+ 15.23% |
$127K - $137K
|
31.3K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.98KNew |
$122K - $131K
|
3.98K
$131K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.91K+ 0.91% |
$120K - $129K
|
435K
$14.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.42K+ 10.18% |
$105K - $113K
|
37K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.39K+ 3.4% |
$104K - $112K
|
103K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.18K+ 28.93% |
$97.9K - $105K
|
14.2K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.18K+ 1.02% |
$97.7K - $105K
|
315K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.99K+ 0.28% |
$91.9K - $98.6K
|
1.07M
$35.2M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.7K+ 12.59% |
$83K - $89K
|
24.1K
$792K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.64K+ 0.07% |
$81.1K - $87K
|
3.85M
$126M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.39K+ 2.37% |
$73.6K - $79K
|
104K
$3.4M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.05K+ 19.46% |
$63.1K - $67.7K
|
12.6K
$413K
|