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 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
11.4KNew |
$291K - $318K
|
11.4K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.3KNew |
$290K - $317K
|
11.3K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.1K+ 1.09% |
$285K - $312K
|
1.03M
$29.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.1K+ 8.56% |
$285K - $312K
|
141K
$3.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.9K+ 9.5% |
$280K - $306K
|
126K
$3.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 142.62% |
$278K - $304K
|
18.5K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
10.6K+ 25.51% |
$272K - $297K
|
52.2K
$1.47M
|
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
10.4KNew |
$267K - $292K
|
10.4K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.3K+ 13.34% |
$264K - $288K
|
87.5K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.2K+ 16.18% |
$261K - $285K
|
73.2K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
10.2KNew |
$261K - $285K
|
10.2K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$257K - $281K
|
10K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9.56K+ 3.19% |
$245K - $268K
|
309K
$8.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.43KNew |
$242K - $264K
|
9.43K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Tumwater Wealth Management, LLC
Boise, ID |
BUY
|
- |
9.35KNew |
$239K - $262K
|
9.35K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.96KNew |
$229K - $251K
|
8.96K
$253K
|
|
|
Jan 27, 2025
Q4 2024
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
8.9KNew |
$228K - $249K
|
8.9K
$251K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.63KNew |
$221K - $242K
|
8.63K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8.58K+ 2.09% |
$220K - $240K
|
419K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.2KNew |
$210K - $230K
|
8.2K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.65K+ 1.75% |
$196K - $214K
|
444K
$12.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
7.54K+ 1.93% |
$193K - $211K
|
398K
$11.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 14.27% |
$192K - $210K
|
60.1K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 9.48% |
$189K - $207K
|
85.3K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
7.19K+ 4.0% |
$184K - $201K
|
187K
$5.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.7K+ 12.15% |
$171K - $187K
|
61.8K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
6.39K+ 1.98% |
$164K - $179K
|
330K
$9.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.35K+ 1.28% |
$163K - $178K
|
504K
$14.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
6.14K+ 3.74% |
$157K - $172K
|
170K
$4.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.12KNew |
$157K - $171K
|
6.12K
$173K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.08KNew |
$156K - $170K
|
6.08K
$172K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6.02KNew |
$154K - $169K
|
6.02K
$170K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.99K+ 14.01% |
$153K - $168K
|
48.7K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.28K+ 18.84% |
$135K - $148K
|
33.3K
$941K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.99K+ 30.62% |
$128K - $140K
|
21.3K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.7K+ 44.64% |
$120K - $132K
|
15.2K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.68K+ 8.4% |
$120K - $131K
|
60.4K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.44KNew |
$114K - $124K
|
4.44K
$125K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.26K+ 29.02% |
$109K - $119K
|
18.9K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.2KNew |
$107K - $117K
|
4.2K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 25.74% |
$104K - $114K
|
19.9K
$561K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.68K+ 3.49% |
$94.2K - $103K
|
109K
$3.08M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.33K+ 4.19% |
$85.3K - $93.3K
|
82.9K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 21.01% |
$81.5K - $89.1K
|
18.3K
$517K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.08K+ 8.29% |
$78.8K - $86.1K
|
40.2K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85KNew |
$72.9K - $79.7K
|
2.85K
$80.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77KNew |
$71K - $77.7K
|
2.77K
$78.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.72KNew |
$69.7K - $76.2K
|
2.72K
$76.8K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.57KNew |
$65.9K - $72K
|
2.57K
$72.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.38K+ 3.59% |
$60.8K - $66.5K
|
68.6K
$1.94M
|