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 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.02K+ 0.43% |
$62.2K - $66.7K
|
475K
$15.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.7K+ 21.94% |
$52.1K - $56K
|
9.42K
$309K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$50.9K - $54.6K
|
1.66K
$54.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 0.38% |
$49.6K - $53.2K
|
425K
$13.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.58K+ 4.91% |
$48.5K - $52.1K
|
33.7K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 1.26% |
$44.8K - $48.1K
|
117K
$3.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.35K+ 3.99% |
$41.4K - $44.4K
|
35.1K
$1.15M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.84% |
$34.5K - $37K
|
40.6K
$1.33M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
813+ 2.09% |
$25K - $26.8K
|
39.7K
$1.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
715+ 0.82% |
$22K - $23.6K
|
88.4K
$2.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
618+ 0.33% |
$19K - $20.4K
|
186K
$6.12M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
618New |
$19K - $20.4K
|
618
$20.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
530+ 1.38% |
$16.3K - $17.5K
|
38.9K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
485+ 4.17% |
$14.9K - $16K
|
12.1K
$398K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
485+ 0.71% |
$14.9K - $16K
|
68.6K
$2.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
484+ 6.41% |
$14.9K - $16K
|
8.04K
$264K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
476+ 4.99% |
$14.6K - $15.7K
|
10K
$329K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
395+ 0.78% |
$12.2K - $13K
|
51K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
393+ 2.06% |
$12.1K - $13K
|
19.5K
$640K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
356+ 2.16% |
$11K - $11.8K
|
16.9K
$554K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
148+ 0.75% |
$4.55K - $4.89K
|
19.8K
$652K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
70+ 0.8% |
$2.15K - $2.31K
|
8.81K
$289K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
70+ 0.28% |
$2.15K - $2.31K
|
25.3K
$830K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
64+ 0.23% |
$1.97K - $2.11K
|
28.4K
$932K
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.85K - $1.98K
|
18.7K
$613K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.01% |
$1.72K - $1.85K
|
599K
$19.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
55+ 0.21% |
$1.69K - $1.82K
|
26.2K
$859K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
50+ 0.41% |
$1.54K - $1.65K
|
12.2K
$401K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
38+ 0.41% |
$1.17K - $1.25K
|
9.29K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.16% |
$954 - $1.02K
|
19.6K
$643K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
26+ 0.16% |
$800 - $858
|
15.8K
$520K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.28% |
$738 - $792
|
8.65K
$284K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19+ 0.28% |
$584 - $627
|
6.82K
$224K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.02% |
$400 - $429
|
79.9K
$2.62M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.22% |
$277 - $297
|
4.1K
$135K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$154 - $165
|
1.23K
$40.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 0.03% |
$30.8 - $33
|
3.81K
$125K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-62- 0.84% |
$1.91K - $2.05K
|
7.29K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-82- 0.24% |
$2.52K - $2.71K
|
34.5K
$1.13M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-146- 2.02% |
$4.49K - $4.82K
|
7.07K
$232K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-170- 1.21% |
$5.23K - $5.61K
|
13.9K
$456K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-289- 1.38% |
$8.89K - $9.54K
|
20.7K
$680K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-321- 2.12% |
$9.87K - $10.6K
|
14.8K
$487K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-662- 3.13% |
$20.4K - $21.9K
|
20.5K
$673K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-964- 2.67% |
$29.7K - $31.8K
|
35.1K
$1.15M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-964- 0.59% |
$29.7K - $31.8K
|
164K
$5.38M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-968- 1.53% |
$29.8K - $32K
|
62.1K
$2.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-980- 3.2% |
$30.1K - $32.3K
|
29.7K
$975K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.09K- 5.66% |
$33.6K - $36K
|
18.2K
$597K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 1.36% |
$35.4K - $38K
|
83.3K
$2.74M
|