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 |
|---|---|---|---|---|---|---|---|
|
Sep 09, 2025
Q2 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
55.3K+ 9.1% |
$1.38M - $1.72M
|
663K
$21.8M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
416K+ 494.86% |
$10.4M - $13M
|
500K
$16.4M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
395K+ 398.83% |
$9.86M - $12.3M
|
494K
$16.2M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-855- 9.06% |
$21.3K - $26.6K
|
8.59K
$282K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
136K+ 6.45% |
$3.4M - $4.25M
|
2.25M
$74M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.92K+ 2.5% |
$222K - $278K
|
366K
$12M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.21M- 46.65% |
$55M - $68.7M
|
2.52M
$82.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
535K+ 226.94% |
$13.3M - $16.7M
|
771K
$25.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.1K- 6.43% |
$376K - $470K
|
219K
$7.2M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-20.5K- 6.78% |
$511K - $638K
|
282K
$9.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 21.4% |
$287K - $358K
|
65.3K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.04K+ 1.79% |
$25.8K - $32.2K
|
58.8K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
125+ 1.37% |
$3.12K - $3.89K
|
9.25K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.75K- 2.08% |
$68.6K - $85.7K
|
129K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
6.52KNew |
$163K - $203K
|
6.52K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
41.8K+ 6.21% |
$1.04M - $1.3M
|
715K
$23.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-6.59K- 4.11% |
$164K - $205K
|
154K
$5.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.8K+ 0.96% |
$269K - $335K
|
1.14M
$37.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-12.7K- 59.54% |
$316K - $395K
|
8.62K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 1.86% |
$501K - $626K
|
1.06M
$34.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.4K+ 47.25% |
$2.08M - $2.6M
|
260K
$8.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
7.71KNew |
$192K - $240K
|
7.71K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.66KNew |
$41.5K - $51.8K
|
1.66K
$54.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
247K+ 179.81% |
$6.15M - $7.68M
|
384K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
14.7K+ 629.88% |
$367K - $459K
|
17.1K
$560K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
289+ 35.37% |
$7.21K - $9K
|
1.11K
$36.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.7K- 18.51% |
$1.09M - $1.36M
|
193K
$6.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 13.33% |
$499K - $623K
|
130K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.78K+ 54.19% |
$94.3K - $118K
|
10.8K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.16M- 98.41% |
$53.8M - $67.2M
|
34.9K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-435- 1.41% |
$10.8K - $13.6K
|
30.4K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.3K+ 7.41% |
$705K - $881K
|
410K
$13.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-10.3K- 5.61% |
$256K - $320K
|
173K
$5.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
15.4K+ 1.79% |
$384K - $480K
|
876K
$28.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
7.38K+ 0.51% |
$184K - $230K
|
1.45M
$47.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
29.1K+ 94.02% |
$727K - $908K
|
60.1K
$1.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.81KNew |
$120K - $150K
|
4.81K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
88K+ 7.78% |
$2.19M - $2.74M
|
1.22M
$40M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-4.21K- 2.48% |
$105K - $131K
|
166K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
92.3K+ 43.74% |
$2.3M - $2.87M
|
303K
$9.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.6K+ 81.17% |
$89.8K - $112K
|
8.04K
$264K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56.6K+ 12.5% |
$1.41M - $1.76M
|
510K
$16.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$24.9 - $31.2
|
1
$32.8
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.56K- 34.85% |
$88.7K - $111K
|
6.65K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
123K+ 328.27% |
$3.07M - $3.83M
|
161K
$5.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
14.7K+ 39.53% |
$365K - $456K
|
51.7K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
556K+ 256.88% |
$13.9M - $17.3M
|
773K
$25.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
840K+ 2.72% |
$21M - $26.2M
|
31.7M
$1.04B
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.36K+ 12.46% |
$83.7K - $105K
|
30.3K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.04K+ 2.28% |
$26K - $32.4K
|
46.7K
$1.53M
|