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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.28K+ 18.84% |
$135K - $148K
|
33.3K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
251K+ 226.87% |
$6.43M - $7.03M
|
362K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3+ 0.12% |
$76.8 - $84
|
2.6K
$72.8K
|
|
|
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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.16K- 11.11% |
$29.6K - $32.4K
|
9.25K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.5K- 16.42% |
$1.7M - $1.86M
|
338K
$9.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-257K- 7.21% |
$6.58M - $7.19M
|
3.3M
$92.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
48.5K+ 5.96% |
$1.24M - $1.36M
|
862K
$24.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
302+ 0.57% |
$7.73K - $8.46K
|
53.6K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
59.4K+ 8.68% |
$1.52M - $1.66M
|
744K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 1.23% |
$25.6 - $28
|
82
$2.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20.6K+ 3.59% |
$527K - $576K
|
594K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
21.4K+ 59.03% |
$549K - $600K
|
57.7K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
4.44KNew |
$114K - $124K
|
4.44K
$124K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
5.9KNew |
$151K - $165K
|
5.9K
$165K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.85KNew |
$72.9K - $79.7K
|
2.85K
$79.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21K+ 70.09% |
$537K - $587K
|
50.9K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
6.08KNew |
$156K - $170K
|
6.08K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.16KNew |
$29.6K - $32.3K
|
1.16K
$32.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
469KNew |
$12M - $13.1M
|
469K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$517K - $565K
|
20.2K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.7K+ 14.09% |
$736K - $805K
|
233K
$6.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55.2K- 83.58% |
$1.41M - $1.55M
|
10.8K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-32- 4.73% |
$820 - $896
|
645
$18.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.67M+ 6.51% |
$42.9M - $46.9M
|
27.4M
$768M
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
15.7K+ 6.99% |
$403K - $441K
|
241K
$6.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
998+ 0.17% |
$25.6K - $27.9K
|
588K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
424+ 0.71% |
$10.9K - $11.9K
|
60.5K
$1.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156K+ 9.26% |
$4M - $4.37M
|
1.84M
$51.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.97K- 0.33% |
$76K - $83.1K
|
898K
$25.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.19K+ 4.89% |
$56.1K - $61.3K
|
46.9K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.7K- 11.2% |
$1.43M - $1.56M
|
441K
$12.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
994+ 0.84% |
$25.5K - $27.8K
|
120K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-29- 0.04% |
$743 - $812
|
67.1K
$1.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
19.8K+ 34.83% |
$506K - $554K
|
76.5K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
39.1K+ 8.7% |
$1M - $1.09M
|
489K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.53K- 20.74% |
$116K - $127K
|
17.3K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.7K- 69.05% |
$350K - $383K
|
6.13K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
162+ 0.19% |
$4.15K - $4.54K
|
83.8K
$2.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
31.2K+ 8.85% |
$799K - $874K
|
384K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.74KNew |
$44.5K - $48.6K
|
1.74K
$48.6K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
53.4K+ 7.56% |
$1.37M - $1.49M
|
759K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
82.5K+ 13.46% |
$2.11M - $2.31M
|
695K
$19.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.8KNew |
$354K - $388K
|
13.8K
$388K
|