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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-7.01K- 1.95% |
$216K - $231K
|
353K
$11.6M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-7.1K- 1.07% |
$218K - $234K
|
656K
$21.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Verisail Partners, LLC
Chamblee, GA |
SELL
|
- |
-7.98K- 0.6% |
$245K - $263K
|
1.31M
$43.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-10.2K- 99.0% |
$313K - $336K
|
103
$3.39K
|
|
|
Oct 31, 2025
Q3 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-10.4K- 4.24% |
$320K - $343K
|
235K
$7.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.2K- 47.15% |
$346K - $371K
|
12.6K
$415K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11.5K- 92.66% |
$355K - $380K
|
913
$30.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-13.2K- 2.05% |
$405K - $435K
|
628K
$20.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-16K- 5.37% |
$492K - $528K
|
282K
$9.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-16.1K- 7.87% |
$495K - $531K
|
188K
$6.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-18.4K- 1.49% |
$566K - $607K
|
1.22M
$40.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-19.4K- 62.3% |
$597K - $640K
|
11.7K
$387K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-19.8K- 1.31% |
$609K - $653K
|
1.49M
$49M
|
|
|
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
$3.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-29.4K- 3.41% |
$903K - $969K
|
831K
$27.4M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-31.3K- 4.66% |
$962K - $1.03M
|
640K
$21.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-32.1K- 3.5% |
$987K - $1.06M
|
885K
$29.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-33.8K- 8.62% |
$1.04M - $1.11M
|
358K
$11.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-53.8K- 1.5% |
$1.66M - $1.78M
|
3.54M
$117M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-68.4K- 3.58% |
$2.1M - $2.26M
|
1.84M
$60.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.2K- 8.04% |
$2.31M - $2.48M
|
860K
$28.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-104K- 6.37% |
$3.21M - $3.45M
|
1.53M
$50.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-118K- 60.59% |
$3.62M - $3.89M
|
76.6K
$2.52M
|