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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
154+ 1.33% |
$3.94K - $4.31K
|
11.7K
$320K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
150+ 0.81% |
$3.84K - $4.2K
|
18.6K
$509K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138+ 1.12% |
$3.53K - $3.86K
|
12.4K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
135+ 0.82% |
$3.46K - $3.78K
|
16.6K
$454K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
107+ 0.43% |
$2.74K - $3K
|
24.8K
$679K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
102+ 0.51% |
$2.61K - $2.86K
|
19.9K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
85+ 0.12% |
$2.18K - $2.38K
|
69.4K
$1.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
71+ 0.78% |
$1.82K - $1.99K
|
9.19K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 0.57% |
$1.41K - $1.54K
|
9.63K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
BUY
|
- |
43+ 0.44% |
$1.1K - $1.2K
|
9.81K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.26% |
$1.08K - $1.18K
|
16.5K
$451K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
27+ 0.11% |
$691 - $756
|
25.1K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12+ 0.13% |
$307 - $336
|
9.6K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
11+ 0.84% |
$282 - $308
|
1.32K
$36.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
11+ 0.03% |
$282 - $308
|
34.1K
$933K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9+ 0.0% |
$230 - $252
|
231K
$6.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.03% |
$76.8 - $84
|
9.72K
$266K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
2.02B
$55.3B
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.01% |
$51.2 - $56
|
38.1K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.5% |
$615 - $672
|
1.58K
$43.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-29- 0.04% |
$743 - $812
|
67.1K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-31- 0.14% |
$794 - $868
|
21.9K
$598K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-73- 0.31% |
$1.87K - $2.04K
|
23.7K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-199- 0.64% |
$5.1K - $5.57K
|
30.7K
$839K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 2.15% |
$7.04K - $7.7K
|
12.5K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-309- 0.18% |
$7.91K - $8.65K
|
173K
$4.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-448- 2.56% |
$11.5K - $12.5K
|
17K
$466K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-528- 0.63% |
$13.5K - $14.8K
|
83.3K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-660- 0.67% |
$16.9K - $18.5K
|
97.7K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-821- 4.78% |
$21K - $23K
|
16.3K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.18K- 8.32% |
$30.2K - $33K
|
13K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 13.5% |
$36.6K - $40K
|
9.16K
$250K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.52K- 5.81% |
$39K - $42.6K
|
24.6K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.56K- 5.65% |
$39.9K - $43.7K
|
26K
$712K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.67% |
$43.8K - $47.9K
|
62.3K
$1.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.77K- 1.13% |
$45.4K - $49.6K
|
154K
$4.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.07K- 3.17% |
$53.1K - $58K
|
63.3K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.3K- 2.99% |
$58.9K - $64.4K
|
74.7K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.33K- 38.42% |
$59.7K - $65.3K
|
3.74K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.41K- 46.85% |
$61.6K - $67.4K
|
2.73K
$74.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65K- 22.01% |
$67.9K - $74.3K
|
9.4K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.97K- 0.33% |
$76K - $83.1K
|
898K
$24.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.14K- 13.94% |
$80.5K - $88K
|
19.4K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.22K- 16.21% |
$82.3K - $90K
|
16.6K
$455K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-3.64K- 4.69% |
$93.1K - $102K
|
73.9K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.68K- 30.19% |
$94.2K - $103K
|
8.5K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.03K- 4.2% |
$103K - $113K
|
91.8K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.22K- 0.14% |
$108K - $118K
|
2.92M
$79.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.53K- 20.74% |
$116K - $127K
|
17.3K
$474K
|