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 |
|---|---|---|---|---|---|---|---|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
52.3K+ 20.16% |
$1.61M - $1.73M
|
312K
$10.4M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.93K+ 7.73% |
$90.1K - $96.7K
|
40.8K
$1.36M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.19K- 12.1% |
$252K - $270K
|
59.5K
$1.99M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.46K- 8.0% |
$106K - $114K
|
39.8K
$1.33M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-148K- 6.64% |
$4.55M - $4.88M
|
2.08M
$69.4M
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
48+ 10.43% |
$1.48K - $1.58K
|
508
$17K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
123K+ 5.45% |
$3.78M - $4.06M
|
2.38M
$79.3M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-10.1K- 6.09% |
$310K - $333K
|
156K
$5.19M
|
|
|
Nov 19, 2025
Q3 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
219+ 2.36% |
$6.74K - $7.23K
|
9.5K
$317K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.24K+ 3.22% |
$223K - $239K
|
232K
$7.75M
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
179New |
$5.51K - $5.91K
|
179
$5.98K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-773- 2.57% |
$23.8K - $25.5K
|
29.2K
$976K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
30.2K+ 1.2% |
$930K - $998K
|
2.55M
$85.2M
|
|
|
Nov 17, 2025
Q3 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
17.1KNew |
$525K - $564K
|
17.1K
$570K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.01K- 0.1% |
$31K - $33.2K
|
1.04M
$34.7M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
19.5K+ 5.98% |
$600K - $644K
|
345K
$11.5M
|
|
|
Nov 17, 2025
Q3 2025
|
Hancock Whitney Corp
|
BUY
|
- |
571+ 7.4% |
$17.6K - $18.8K
|
8.28K
$276K
|
|
|
Nov 17, 2025
Q3 2025
|
Schubert & CO
|
BUY
|
- |
17.4K+ 20.21% |
$535K - $574K
|
103K
$3.45M
|
|
|
Nov 14, 2025
Q3 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-913- 0.32% |
$28.1K - $30.1K
|
281K
$9.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-8.99K- 0.44% |
$277K - $297K
|
2.04M
$68M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
22.7KNew |
$698K - $749K
|
22.7K
$757K
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.36K+ 132.21% |
$196K - $210K
|
11.2K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.88K- 6.0% |
$57.9K - $62.1K
|
29.5K
$984K
|
|
|
Nov 14, 2025
Q3 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
905+ 11.26% |
$27.8K - $29.9K
|
8.94K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.6K+ 6.11% |
$2.14M - $2.3M
|
1.21M
$40.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-59K- 26.9% |
$1.82M - $1.95M
|
160K
$5.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-518K- 67.21% |
$15.9M - $17.1M
|
253K
$8.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
13.9K+ 150.95% |
$428K - $459K
|
23.1K
$772K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
562KNew |
$17.3M - $18.6M
|
562K
$18.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-593- 0.95% |
$18.2K - $19.6K
|
61.7K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.44% |
$61.5 - $66
|
452
$15.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.53K- 91.65% |
$46.9K - $50.3K
|
139
$4.64K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.92K+ 6.06% |
$58.9K - $63.2K
|
33.6K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
261K+ 63.77% |
$8.04M - $8.63M
|
671K
$22.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69K+ 13.81% |
$2.12M - $2.28M
|
569K
$19M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37.2K- 19.32% |
$1.14M - $1.23M
|
155K
$5.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.67KNew |
$205K - $220K
|
6.67K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.48K+ 15.7% |
$168K - $181K
|
40.4K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
470New |
$14.5K - $15.5K
|
470
$15.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
107K+ 35.87% |
$3.28M - $3.52M
|
404K
$13.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.21K- 0.62% |
$98.6K - $106K
|
517K
$17.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.39KNew |
$135K - $145K
|
4.39K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-812- 1.35% |
$25K - $26.8K
|
59.3K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
21.8KNew |
$671K - $720K
|
21.8K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-12.5K- 4.12% |
$384K - $412K
|
291K
$9.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
17.1KNew |
$526K - $564K
|
17.1K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
16K+ 2.62% |
$492K - $528K
|
627K
$20.9M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-184K- 17.34% |
$5.66M - $6.07M
|
877K
$29.3M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
1.52K+ 23.29% |
$46.8K - $50.2K
|
8.05K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
273K+ 49.96% |
$8.39M - $9M
|
819K
$27.3M
|
|