Keudell Dimensional ETF Tr Dimensional Transaction History

Keudell

$422 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	SELL	$19.05 - $23.07 $1.07 Million - $1.3 Million	-56,139 Reduced 8.36%	615,671 $11.8 Million
Q2 2022 Jul 18, 2022	BUY	$21.35 - $25.2 $14.3 Million - $16.9 Million	671,810 New	671,810 $14.5 Million

Others Institutions Holding DFIC

# of Institutions

524

Shares Held

300M

Call Options Held

0

Put Options Held

0

Mercer Global Advisors Inc Denver, CO

31.7M
Shares

$1.05 Billion
2.04% of portfolio
Envestnet Asset Management Inc

28.8M
Shares

$947 Million
0.27% of portfolio
Forum Financial Management, LP Lombard, IL

16.5M
Shares

$545 Million
8.43% of portfolio
Evensky & Katz LLC

6.15M
Shares

$202 Million
11.67% of portfolio
High Tower Advisors, LLC Chicago, IL

5.09M
Shares

$168 Million
0.21% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

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