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 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8K+ 2.44% |
$350K - $392K
|
579K
$15M
|
|
|
Dec 17, 2024
Q3 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
13.1K+ 3.82% |
$333K - $372K
|
357K
$9.27M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.6KNew |
$294K - $328K
|
11.6K
$300K
|
|
|
Nov 22, 2024
Q3 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
16.5K+ 1.76% |
$417K - $467K
|
954K
$24.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$127K - $142K
|
5K
$130K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-215- 72.64% |
$5.45K - $6.1K
|
81
$2.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83K+ 70.13% |
$2.11M - $2.36M
|
201K
$5.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.2K+ 39.56% |
$157K - $176K
|
21.9K
$567K
|
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
406+ 0.12% |
$10.3K - $11.5K
|
328K
$8.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.98K+ 0.97% |
$50.2K - $56.1K
|
206K
$5.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.9K+ 3.3% |
$328K - $367K
|
405K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-43- 0.06% |
$1.09K - $1.22K
|
67.2K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.52K+ 8.34% |
$216K - $242K
|
111K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.6K+ 1.38% |
$1.59M - $1.78M
|
4.62M
$120M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
412K+ 43.7% |
$10.5M - $11.7M
|
1.36M
$35.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-13.6K- 2.64% |
$345K - $386K
|
502K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
99.8K+ 9.2% |
$2.53M - $2.83M
|
1.18M
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45.6KNew |
$1.16M - $1.29M
|
45.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
106+ 0.18% |
$2.69K - $3.01K
|
58.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.7K+ 2.26% |
$43.2K - $48.3K
|
77.2K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
792K+ 3724.2% |
$20.1M - $22.5M
|
814K
$21.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
91K+ 40.45% |
$2.31M - $2.58M
|
316K
$8.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
161New |
$4.08K - $4.57K
|
161
$4.18K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-13.5K- 3.67% |
$343K - $384K
|
355K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.4K+ 7.42% |
$1.78M - $2M
|
1.02M
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.02K- 6.27% |
$102K - $114K
|
60.1K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.9K+ 6.28% |
$353K - $395K
|
236K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
37.8K+ 3.85% |
$958K - $1.07M
|
1.02M
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
3.32K+ 0.2% |
$84.3K - $94.3K
|
1.64M
$42.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
132+ 1.01% |
$3.35K - $3.74K
|
13.2K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 1.75% |
$310K - $347K
|
687K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
3.3K+ 0.16% |
$83.8K - $93.7K
|
2.06M
$53.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35.5KNew |
$901K - $1.01M
|
35.5K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.34K- 12.91% |
$59.4K - $66.4K
|
15.8K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.77K- 13.74% |
$121K - $135K
|
29.9K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.88K+ 22.02% |
$47.6K - $53.3K
|
10.4K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.56K+ 1.33% |
$39.7K - $44.4K
|
119K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-213K- 15.22% |
$5.39M - $6.03M
|
1.18M
$30.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.42M+ 115.9% |
$36M - $40.3M
|
2.64M
$68.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05K+ 52.55% |
$103K - $115K
|
11.8K
$305K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.12M- 88.51% |
$79.1M - $88.4M
|
405K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.38KNew |
$213K - $238K
|
8.38K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.1K+ 2.11% |
$359K - $401K
|
685K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-787- 0.71% |
$20K - $22.3K
|
111K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96.8K- 64.48% |
$2.46M - $2.75M
|
53.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 12.92% |
$2.95M - $3.3M
|
1.02M
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 5.2% |
$256K - $286K
|
204K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
572+ 3.64% |
$14.5K - $16.2K
|
16.3K
$423K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
684+ 6.94% |
$17.3K - $19.4K
|
10.5K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
272New |
$6.9K - $7.72K
|
272
$7.06K
|