Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFIC)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
2.71K+ 0.61% |
$67.5K - $84.4K
|
446K
$14M
|
|
|
Jul 23, 2025
Q2 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
5.29K+ 1.07% |
$132K - $165K
|
500K
$15.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
16.5K+ 2.45% |
$411K - $514K
|
691K
$21.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-3.77K- 32.8% |
$94K - $117K
|
7.73K
$242K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1.28K+ 34.82% |
$31.9K - $39.9K
|
4.96K
$155K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 155.62% |
$958K - $1.2M
|
63.1K
$1.97M
|
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
91+ 0.87% |
$2.27K - $2.83K
|
10.5K
$330K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-17.2K- 5.0% |
$428K - $534K
|
326K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1New |
$24.9 - $31.2
|
1
$31.3
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-9.61K- 2.08% |
$240K - $299K
|
453K
$14.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
31.4KNew |
$784K - $979K
|
31.4K
$984K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
18.5K+ 5.03% |
$462K - $577K
|
387K
$12.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.86K+ 14.94% |
$71.4K - $89.1K
|
22K
$689K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-16.2K- 3.62% |
$403K - $504K
|
431K
$13.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
861KNew |
$21.5M - $26.8M
|
861K
$27M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-279- 0.62% |
$6.96K - $8.69K
|
44.5K
$1.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.43K+ 8.66% |
$135K - $169K
|
68.1K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.29K- 3.75% |
$82K - $102K
|
84.5K
$2.65M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.39K- 0.87% |
$159K - $199K
|
728K
$22.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-869- 2.21% |
$21.7K - $27.1K
|
38.4K
$1.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-515- 4.24% |
$12.8K - $16K
|
11.6K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
24+ 2.83% |
$599 - $748
|
873
$27.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-173K- 2.74% |
$4.33M - $5.4M
|
6.15M
$192M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-711- 4.35% |
$17.7K - $22.1K
|
15.7K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
11.4KNew |
$284K - $355K
|
11.4K
$357K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
498+ 1.69% |
$12.4K - $15.5K
|
30K
$940K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 8.46% |
$43.9K - $54.9K
|
19.1K
$597K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.07% |
$349 - $436
|
21K
$658K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
29.4K+ 7.51% |
$732K - $915K
|
421K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
350+ 1.82% |
$8.73K - $10.9K
|
19.6K
$612K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
630K+ 21.23% |
$15.7M - $19.6M
|
3.6M
$113M
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$99.8 - $125
|
9.29K
$291K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
86.2K+ 79.7% |
$2.15M - $2.69M
|
194K
$6.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-271- 3.62% |
$6.76K - $8.44K
|
7.22K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
822KNew |
$20.5M - $25.6M
|
822K
$25.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
121KNew |
$3.02M - $3.77M
|
121K
$3.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21K+ 98.08% |
$523K - $653K
|
42.3K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.34K+ 3.51% |
$33.4K - $41.7K
|
39.5K
$1.24M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.2KNew |
$280K - $349K
|
11.2K
$351K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
646+ 6.02% |
$16.1K - $20.1K
|
11.4K
$356K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16+ 1.33% |
$399 - $498
|
1.22K
$38.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-719- 8.01% |
$17.9K - $22.4K
|
8.26K
$259K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
868New |
$21.6K - $27K
|
868
$27.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.28K+ 3.66% |
$157K - $196K
|
178K
$5.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 0.97% |
$33.9K - $42.3K
|
142K
$4.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 0.01% |
$249 - $312
|
81.7K
$2.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.4K+ 3.8% |
$435K - $543K
|
476K
$14.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-40.1K- 8.03% |
$1M - $1.25M
|
459K
$14.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23K+ 62.36% |
$573K - $716K
|
59.8K
$1.87M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.49K+ 47.29% |
$237K - $296K
|
29.6K
$925K
|