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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-147K- 6.71% |
$3.67M - $4.59M
|
2.05M
$67.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
1.1K+ 0.35% |
$27.5K - $34.3K
|
312K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
BUY
|
- |
3.83K+ 9.81% |
$95.6K - $119K
|
42.9K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49K- 6.16% |
$1.22M - $1.53M
|
745K
$24.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.88K+ 9.71% |
$122K - $152K
|
55.1K
$1.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
6.71K+ 43.51% |
$167K - $209K
|
22.1K
$726K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
327+ 8.22% |
$8.16K - $10.2K
|
4.31K
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-24.8K- 2.66% |
$618K - $771K
|
905K
$29.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-9.27K- 1.5% |
$231K - $289K
|
608K
$19.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.59K+ 18.31% |
$164K - $205K
|
42.6K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-13.6K- 8.72% |
$339K - $424K
|
142K
$4.68M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-45K- 75.17% |
$1.12M - $1.4M
|
14.9K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 41.73% |
$559K - $699K
|
76.2K
$2.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84.1K- 1.63% |
$2.1M - $2.62M
|
5.09M
$167M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-353- 0.4% |
$8.8K - $11K
|
87.5K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.3K+ 113.34% |
$457K - $571K
|
34.5K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
9.31K+ 10.3% |
$232K - $290K
|
99.7K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53K+ 2.61% |
$1.32M - $1.65M
|
2.08M
$68.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84.5KNew |
$2.11M - $2.63M
|
84.5K
$2.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-59- 0.31% |
$1.47K - $1.84K
|
19.1K
$626K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
114K+ 115.32% |
$2.83M - $3.54M
|
212K
$6.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.3K- 10.37% |
$32.3K - $40.3K
|
11.2K
$367K
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-30.9K- 2.28% |
$771K - $963K
|
1.33M
$43.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-394K- 57.89% |
$9.83M - $12.3M
|
287K
$9.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
33.5K+ 9.25% |
$834K - $1.04M
|
395K
$13M
|
|
|
Aug 08, 2025
Q2 2025
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
3.14K+ 4.63% |
$78.3K - $97.8K
|
71K
$2.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Glassman Wealth Services
|
BUY
|
- |
3.54K+ 22.22% |
$88.4K - $110K
|
19.5K
$640K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-37.3K- 2.93% |
$931K - $1.16M
|
1.24M
$40.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
929+ 1.7% |
$23.2K - $28.9K
|
55.5K
$1.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
875+ 1.37% |
$21.8K - $27.3K
|
64.6K
$2.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
127K+ 6.33% |
$3.16M - $3.95M
|
2.13M
$69.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.86KNew |
$171K - $214K
|
6.86K
$225K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38KNew |
$949K - $1.19M
|
38K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.74K+ 1.91% |
$243K - $303K
|
520K
$17.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5K+ 0.87% |
$413K - $515K
|
1.91M
$62.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-19.9K- 8.89% |
$497K - $621K
|
204K
$6.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
31.6KNew |
$789K - $986K
|
31.6K
$1.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-44K- 3.15% |
$1.1M - $1.37M
|
1.35M
$44.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
63.6K+ 6.72% |
$1.59M - $1.98M
|
1.01M
$33.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
71.6K+ 49.36% |
$1.79M - $2.23M
|
217K
$7.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-64- 0.18% |
$1.6K - $1.99K
|
36K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-6.82K- 30.13% |
$170K - $212K
|
15.8K
$519K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.17K+ 2.85% |
$29.3K - $36.5K
|
42.4K
$1.39M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
38.8K+ 12.12% |
$968K - $1.21M
|
359K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.65K- 3.76% |
$66K - $82.4K
|
67.7K
$2.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.35K- 1.09% |
$109K - $136K
|
394K
$12.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
89.7K+ 17.2% |
$2.24M - $2.8M
|
612K
$20.1M
|
|
|
Aug 06, 2025
Q2 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
4.07K+ 0.61% |
$102K - $127K
|
671K
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-606- 1.78% |
$15.1K - $18.9K
|
33.5K
$1.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 8.65% |
$2.72M - $3.4M
|
1.37M
$45M
|