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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66.4K+ 3.1% |
$1.47M - $1.7M
|
2.21M
$61M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.84K+ 291.27% |
$62.9K - $72.6K
|
3.81K
$105K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$52.4K - $60.4K
|
2.36K
$65.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.34K- 5.07% |
$141K - $162K
|
119K
$3.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.5KNew |
$1.96M - $2.26M
|
88.5K
$2.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
417New |
$9.25K - $10.7K
|
417
$11.5K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
262New |
$6.09K - $6.59K
|
262
$7.23K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-155- 0.89% |
$3.6K - $3.9K
|
17.2K
$475K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
504New |
$11.7K - $12.7K
|
504
$13.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13KNew |
$26.2K - $28.3K
|
1.13K
$31.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43KNew |
$33.2K - $36K
|
1.43K
$39.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$2.88K - $3.12K
|
124
$3.42K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115K+ 53.0% |
$2.68M - $2.9M
|
333K
$9.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
957New |
$22.3K - $24.1K
|
957
$26.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-19K- 8.81% |
$441K - $477K
|
196K
$5.42M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32.2K- 3.47% |
$748K - $810K
|
896K
$24.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$46.4K - $50.2K
|
2K
$55K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44.6K+ 6.82% |
$1.04M - $1.12M
|
699K
$19.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-670- 6.57% |
$15.6K - $16.9K
|
9.53K
$263K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
33KNew |
$767K - $831K
|
33K
$910K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-6.51K- 16.09% |
$151K - $164K
|
33.9K
$937K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
766K+ 22.15% |
$18M - $19.1M
|
4.22M
$116M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-577- 3.14% |
$13.5K - $14.4K
|
17.8K
$492K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.34% |
$422 - $448
|
433
$11.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
147K+ 7.1% |
$3.44M - $3.65M
|
2.21M
$61M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$287K - $305K
|
12.3K
$338K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
432KNew |
$10.1M - $10.7M
|
432K
$11.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$3.49K - $3.71K
|
149
$4.11K
|
|
| Q1 2023 | |||||||
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.99KNew |
$44.7K - $48.9K
|
1.99K
$54.8K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
67KNew |
$1.51M - $1.65M
|
67K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.04K+ 55.36% |
$203K - $223K
|
25.4K
$700K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.4KNew |
$99K - $108K
|
4.4K
$121K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.11KNew |
$47.5K - $52.1K
|
2.11K
$58.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.23K+ 60.92% |
$208K - $227K
|
24.4K
$672K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20.8KNew |
$395K - $478K
|
20.8K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
49.5KNew |
$943K - $1.14M
|
49.5K
$1.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.82K- 24.35% |
$130K - $157K
|
21.2K
$584K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-150- 50.0% |
$2.86K - $3.45K
|
150
$4.14K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
40.9KNew |
$780K - $942K
|
40.9K
$1.13M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 121.79% |
$240K - $290K
|
23K
$634K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.01KNew |
$19.2K - $23.2K
|
1.01K
$27.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
25.8K+ 245.73% |
$491K - $593K
|
36.2K
$1M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
282KNew |
$5.38M - $6.5M
|
282K
$7.78M
|
|
| Q3 2022 | |||||||
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 88.18% |
$2.75M - $3.33M
|
19.3K
$533K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-34.6K- 40.48% |
$660K - $799K
|
50.9K
$1.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.3KNew |
$253K - $307K
|
13.3K
$367K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-56.1K- 8.36% |
$1.07M - $1.3M
|
616K
$17M
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3KNew |
$64.1K - $75.6K
|
3K
$82.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
51KNew |
$1.09M - $1.28M
|
51K
$1.41M
|
|
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$3.79M - $4.48M
|
178K
$4.9M
|
|