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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-1.45K- 0.89% |
$37.1K - $41.9K
|
163K
$4.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.15K- 3.45% |
$29.3K - $33.1K
|
32.2K
$901K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
29+ 0.09% |
$741 - $835
|
33.6K
$943K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
14.6KNew |
$373K - $421K
|
14.6K
$410K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.95K+ 92.24% |
$49.8K - $56.1K
|
4.06K
$114K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.66K+ 41.82% |
$145K - $163K
|
19.2K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-5.47K- 27.41% |
$140K - $157K
|
14.5K
$406K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 36.36% |
$315K - $355K
|
21.6K
$604K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
11K+ 87.53% |
$281K - $316K
|
23.5K
$659K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
52.6K+ 6.14% |
$1.34M - $1.51M
|
909K
$25.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$513K - $578K
|
20.1K
$562K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-247- 18.71% |
$6.31K - $7.11K
|
1.07K
$30.1K
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
29.4K+ 7.61% |
$750K - $845K
|
415K
$11.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
33.2K+ 8.24% |
$848K - $956K
|
436K
$12.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
389K+ 99.85% |
$9.94M - $11.2M
|
779K
$21.8M
|
|
| Q4 2024 | |||||||
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13.2KNew |
$338K - $370K
|
13.2K
$370K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
109KNew |
$2.8M - $3.06M
|
109K
$3.06M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-48.5K- 28.64% |
$1.24M - $1.36M
|
121K
$3.39M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$318K - $348K
|
12.4K
$348K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
72.2KNew |
$1.85M - $2.02M
|
72.2K
$2.02M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199K+ 13.31% |
$5.1M - $5.58M
|
1.7M
$47.5M
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
36.3K+ 10.2% |
$929K - $1.02M
|
392K
$11M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
119KNew |
$3.04M - $3.32M
|
119K
$3.32M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.13K- 18.43% |
$54.6K - $59.7K
|
9.44K
$265K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.96M+ 1096.99% |
$50.3M - $55M
|
2.14M
$60M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20.5KNew |
$526K - $575K
|
20.5K
$575K
|
|
|
Feb 20, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
372K+ 2.33% |
$9.52M - $10.4M
|
16.4M
$458M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2+ 0.02% |
$51.2 - $56
|
12K
$335K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9KNew |
$330K - $360K
|
12.9K
$361K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4.99K+ 30.62% |
$128K - $140K
|
21.3K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.5K+ 11.3% |
$628K - $686K
|
241K
$6.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
123K+ 10.39% |
$3.15M - $3.45M
|
1.31M
$36.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.07K+ 25.74% |
$104K - $114K
|
19.9K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 1.51% |
$42.8K - $46.8K
|
109K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.9KNew |
$305K - $334K
|
11.9K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9K+ 4.35% |
$535K - $585K
|
501K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.96KNew |
$229K - $251K
|
8.96K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.2K+ 16.18% |
$261K - $285K
|
73.2K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
11.6K+ 0.98% |
$296K - $324K
|
1.2M
$33.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 64.14% |
$400K - $438K
|
40K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
145K+ 7.04% |
$3.71M - $4.05M
|
2.2M
$61.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
70.7KNew |
$1.81M - $1.98M
|
70.7K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15K+ 0.91% |
$385K - $421K
|
1.66M
$46.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.6KNew |
$1.65M - $1.81M
|
64.6K
$1.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.17K+ 0.5% |
$30K - $32.8K
|
237K
$6.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.41K- 46.85% |
$61.6K - $67.4K
|
2.73K
$76.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.8K+ 7.74% |
$2.02M - $2.21M
|
1.1M
$30.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
BUY
|
- |
185K+ 18.17% |
$4.74M - $5.18M
|
1.2M
$33.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
48.8KNew |
$1.25M - $1.37M
|
48.8K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
11.3KNew |
$290K - $317K
|
11.3K
$317K
|
|