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 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.47K- 0.4% |
$140K - $153K
|
1.38M
$37.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.69K- 1.37% |
$146K - $159K
|
408K
$11.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.73K- 0.95% |
$147K - $160K
|
600K
$16.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.97K- 6.95% |
$153K - $167K
|
79.9K
$2.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 3.61% |
$195K - $213K
|
203K
$5.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.51K- 23.97% |
$218K - $238K
|
27K
$738K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.77K- 6.82% |
$225K - $245K
|
120K
$3.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-9.44K- 28.07% |
$242K - $264K
|
24.2K
$661K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.7K- 69.05% |
$350K - $383K
|
6.13K
$168K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-17K- 7.17% |
$437K - $477K
|
221K
$6.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.9K- 3.87% |
$535K - $585K
|
519K
$14.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.7K- 5.79% |
$633K - $692K
|
402K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-26.9K- 15.75% |
$689K - $754K
|
144K
$3.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28K- 3.68% |
$716K - $783K
|
731K
$20M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.7K- 46.7% |
$760K - $831K
|
33.9K
$926K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.7K- 11.2% |
$1.43M - $1.56M
|
441K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-75.7K- 11.02% |
$1.94M - $2.12M
|
611K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-113K- 8.76% |
$2.9M - $3.17M
|
1.18M
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125K- 9.26% |
$3.21M - $3.51M
|
1.23M
$33.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151K- 5.71% |
$3.86M - $4.22M
|
2.49M
$68.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-188K- 13.8% |
$4.81M - $5.25M
|
1.17M
$32M
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-226K- 9.4% |
$5.78M - $6.32M
|
2.17M
$59.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-256K- 96.13% |
$6.56M - $7.18M
|
10.3K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-587K- 22.77% |
$15M - $16.4M
|
1.99M
$54.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-659K- 29.77% |
$16.9M - $18.5M
|
1.55M
$42.5M
|