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 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.8KNew |
$354K - $388K
|
13.8K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.2KNew |
$210K - $230K
|
8.2K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.56K- 5.65% |
$39.9K - $43.7K
|
26K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.51K- 23.97% |
$218K - $238K
|
27K
$757K
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-226K- 9.4% |
$5.78M - $6.32M
|
2.17M
$60.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.26K+ 29.02% |
$109K - $119K
|
18.9K
$530K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
99.2K+ 842.93% |
$2.54M - $2.78M
|
111K
$3.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.07K- 3.17% |
$53.1K - $58K
|
63.3K
$1.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
231K+ 3.91% |
$5.9M - $6.45M
|
6.13M
$172M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
1.29MNew |
$32.9M - $36M
|
1.29M
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
303KNew |
$7.75M - $8.48M
|
303K
$8.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
630New |
$16.1K - $17.6K
|
630
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
9.56K+ 3.19% |
$245K - $268K
|
309K
$8.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
12+ 0.13% |
$307 - $336
|
9.6K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
144K+ 6.29% |
$3.68M - $4.02M
|
2.43M
$68M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
171KNew |
$4.37M - $4.78M
|
171K
$4.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.8K+ 90.76% |
$327K - $357K
|
26.8K
$751K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125K- 9.26% |
$3.21M - $3.51M
|
1.23M
$34.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
209K+ 13.41% |
$5.35M - $5.85M
|
1.77M
$49.5M
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-113K- 8.76% |
$2.9M - $3.17M
|
1.18M
$33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
664+ 1.14% |
$17K - $18.6K
|
58.9K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
2.72KNew |
$69.7K - $76.2K
|
2.72K
$76.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
15.5K+ 116.66% |
$396K - $433K
|
28.7K
$805K
|
|
|
Feb 12, 2025
Q4 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
1.93K+ 0.43% |
$49.5K - $54.1K
|
448K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 142.62% |
$278K - $304K
|
18.5K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
122KNew |
$3.14M - $3.43M
|
122K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
371KNew |
$9.51M - $10.4M
|
371K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.2K+ 9.83% |
$518K - $566K
|
226K
$6.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
91.8KNew |
$2.35M - $2.57M
|
91.8K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
456KNew |
$11.7M - $12.8M
|
456K
$12.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
398KNew |
$10.2M - $11.2M
|
398K
$11.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
193K+ 14.67% |
$4.94M - $5.4M
|
1.51M
$42.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.6K+ 4.59% |
$681K - $745K
|
606K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-256K- 96.13% |
$6.56M - $7.18M
|
10.3K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
73.9K+ 8.65% |
$1.89M - $2.07M
|
929K
$26M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
33.1K+ 15.36% |
$848K - $927K
|
249K
$6.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4.2KNew |
$107K - $117K
|
4.2K
$118K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 9.1% |
$62.9M - $68.8M
|
29.5M
$825M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
64.7K+ 30.14% |
$1.66M - $1.81M
|
279K
$7.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.68K- 30.19% |
$94.2K - $103K
|
8.5K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.77KNew |
$71K - $77.7K
|
2.77K
$77.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
305+ 24.11% |
$7.81K - $8.54K
|
1.57K
$44K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
27.5KNew |
$705K - $771K
|
27.5K
$771K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
1.07KNew |
$27.3K - $29.8K
|
1.07K
$29.8K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
2.57KNew |
$65.9K - $72K
|
2.57K
$72.1K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
27+ 0.11% |
$691 - $756
|
25.1K
$703K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
76.9K+ 37.9% |
$1.97M - $2.15M
|
280K
$7.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65K- 22.01% |
$67.9K - $74.3K
|
9.4K
$263K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
323K+ 15.59% |
$8.28M - $9.05M
|
2.4M
$67.1M
|