Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1MNew |
$25.7M - $28.1M
|
1M
$27.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
925K+ 49.29% |
$23.7M - $25.9M
|
2.8M
$75.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
840KNew |
$21.5M - $23.5M
|
840K
$22.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
817K+ 7689.53% |
$20.9M - $22.9M
|
828K
$22.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
641K+ 22.38% |
$16.4M - $17.9M
|
3.5M
$94.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
447KNew |
$11.5M - $12.5M
|
447K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
446KNew |
$11.4M - $12.5M
|
446K
$12M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
435KNew |
$11.1M - $12.2M
|
435K
$11.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
352KNew |
$9.01M - $9.85M
|
352K
$9.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
337KNew |
$8.64M - $9.45M
|
337K
$9.12M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
324KNew |
$8.3M - $9.07M
|
324K
$8.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
302KNew |
$7.74M - $8.46M
|
302K
$8.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
294KNew |
$7.53M - $8.24M
|
294K
$7.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
275K+ 43.93% |
$7.05M - $7.71M
|
902K
$24.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
260K+ 5.63% |
$6.65M - $7.27M
|
4.88M
$132M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
256K+ 2484.5% |
$6.56M - $7.18M
|
267K
$7.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
245KNew |
$6.28M - $6.86M
|
245K
$6.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
222K+ 7.71% |
$5.69M - $6.22M
|
3.11M
$83.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
218K+ 12.47% |
$5.58M - $6.1M
|
1.96M
$53.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
216KNew |
$5.54M - $6.06M
|
216K
$5.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199K+ 13.31% |
$5.1M - $5.58M
|
1.7M
$45.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 11.16% |
$5.06M - $5.54M
|
1.97M
$53.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
197KNew |
$5.06M - $5.53M
|
197K
$5.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
180K+ 4.97% |
$4.62M - $5.05M
|
3.81M
$103M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
178K+ 23.15% |
$4.56M - $4.99M
|
948K
$25.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164KNew |
$4.2M - $4.59M
|
164K
$4.43M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159K+ 16.02% |
$4.07M - $4.45M
|
1.15M
$31.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
156KNew |
$4M - $4.38M
|
156K
$4.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
149K+ 4.75% |
$3.81M - $4.16M
|
3.28M
$88.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
133K+ 24.65% |
$3.42M - $3.74M
|
675K
$18.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
132K+ 10.15% |
$3.38M - $3.69M
|
1.43M
$38.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
131K+ 8.01% |
$3.36M - $3.68M
|
1.77M
$47.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$47.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$47.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 11.74% |
$2.84M - $3.11M
|
1.06M
$28.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
110K+ 29.65% |
$2.82M - $3.09M
|
482K
$13M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
108K+ 125.05% |
$2.77M - $3.03M
|
195K
$5.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10.56% |
$2.75M - $3.01M
|
1.13M
$30.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
107K+ 7.58% |
$2.73M - $2.99M
|
1.51M
$40.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
104K+ 17.47% |
$2.65M - $2.9M
|
697K
$18.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
94.3K+ 6.69% |
$2.42M - $2.64M
|
1.5M
$40.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93.4KNew |
$2.39M - $2.61M
|
93.4K
$2.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
93.4K+ 13.24% |
$2.39M - $2.61M
|
799K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
90.3K+ 14.52% |
$2.31M - $2.53M
|
713K
$19.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
85.6K+ 26.43% |
$2.19M - $2.4M
|
410K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.5K+ 11.88% |
$2.06M - $2.25M
|
758K
$20.5M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79.7K+ 25.71% |
$2.04M - $2.23M
|
390K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.5K+ 38.96% |
$1.93M - $2.11M
|
269K
$7.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
71.2K+ 12.31% |
$1.82M - $1.99M
|
650K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
67.6K+ 7.08% |
$1.73M - $1.89M
|
1.02M
$27.6M
|