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 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.35K- 11.82% |
$41.5K - $44.5K
|
10.1K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-1.67K- 11.64% |
$51.5K - $55.3K
|
12.7K
$417K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.79K- 3.27% |
$55.2K - $59.2K
|
53K
$1.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.86K- 4.33% |
$57.2K - $61.3K
|
41.1K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2.09K- 3.34% |
$64.4K - $69.1K
|
60.6K
$1.99M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.56K- 8.81% |
$78.7K - $84.4K
|
26.5K
$869K
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.72K- 4.11% |
$114K - $123K
|
86.8K
$2.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.16K- 2.96% |
$128K - $137K
|
136K
$4.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.25K- 6.43% |
$162K - $173K
|
76.5K
$2.51M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.96K- 6.73% |
$214K - $230K
|
96.3K
$3.16M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-7.1K- 1.07% |
$218K - $234K
|
656K
$21.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-7.98K- 0.6% |
$245K - $263K
|
1.31M
$43.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.2K- 99.0% |
$313K - $336K
|
103
$3.38K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.5K- 92.66% |
$355K - $380K
|
913
$30K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-13.2K- 2.05% |
$405K - $435K
|
628K
$20.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-16K- 5.37% |
$492K - $528K
|
282K
$9.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-16.1K- 7.87% |
$495K - $531K
|
188K
$6.18M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19.8K- 1.31% |
$609K - $653K
|
1.49M
$48.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-21.6K- 4.7% |
$664K - $712K
|
438K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-22.1KClosed |
$678K - $728K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-22.9K- 16.08% |
$705K - $756K
|
120K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.4K- 3.41% |
$903K - $969K
|
831K
$27.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-53.8K- 1.5% |
$1.66M - $1.78M
|
3.54M
$116M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-68.4K- 3.58% |
$2.1M - $2.26M
|
1.84M
$60.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.2K- 8.04% |
$2.31M - $2.48M
|
860K
$28.2M
|