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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23M+ 4.46% |
$30.7M - $38.3M
|
28.8M
$944M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
32.2K+ 12.15% |
$803K - $1M
|
297K
$9.76M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 212.26% |
$660K - $824K
|
38.9K
$1.28M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
41.3K+ 1.65% |
$1.03M - $1.29M
|
2.55M
$83.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.4KNew |
$435K - $543K
|
17.4K
$572K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25K+ 3.95% |
$624K - $780K
|
658K
$21.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.41K- 1.79% |
$135K - $169K
|
297K
$9.77M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
54.6K+ 14.06% |
$1.36M - $1.7M
|
443K
$14.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-10.2K- 1.73% |
$255K - $319K
|
580K
$19.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-250K- 1.54% |
$6.25M - $7.8M
|
16M
$525M
|
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
69.2K+ 148.66% |
$1.73M - $2.16M
|
116K
$3.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.05% |
$249 - $312
|
21.2K
$695K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
134K+ 15.1% |
$3.35M - $4.18M
|
1.02M
$33.6M
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
195K+ 24.13% |
$4.88M - $6.09M
|
1.01M
$33M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.25K- 6.83% |
$80.9K - $101K
|
44.3K
$1.45M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-102K- 5.86% |
$2.54M - $3.18M
|
1.64M
$53.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.81K- 0.24% |
$45K - $56.2K
|
740K
$24.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-7.79K- 1.28% |
$194K - $243K
|
599K
$19.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-45K- 3.11% |
$1.12M - $1.4M
|
1.4M
$46M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
659+ 0.69% |
$16.4K - $20.5K
|
96.8K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.79K+ 2.63% |
$69.5K - $86.8K
|
109K
$3.57M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
124KNew |
$3.09M - $3.86M
|
124K
$4.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
60.1K+ 7.35% |
$1.5M - $1.87M
|
877K
$28.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-9.44K- 0.29% |
$236K - $294K
|
3.2M
$105M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.52K+ 7.39% |
$138K - $172K
|
80.3K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-6.42K- 6.95% |
$160K - $200K
|
86K
$2.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
230New |
$5.74K - $7.16K
|
230
$7.55K
|
|
|
Jul 29, 2025
Q2 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-2.67K- 2.73% |
$66.5K - $83K
|
94.8K
$3.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
164+ 1.37% |
$4.09K - $5.11K
|
12.2K
$399K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
44.7K+ 20.83% |
$1.11M - $1.39M
|
259K
$8.51M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.2K+ 6.04% |
$752K - $940K
|
529K
$17.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
9.55KNew |
$238K - $297K
|
9.55K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72K- 15.54% |
$1.8M - $2.24M
|
391K
$12.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
6.8KNew |
$170K - $212K
|
6.8K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.13K- 6.39% |
$53.2K - $66.4K
|
31.2K
$1.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
46.6K+ 361.02% |
$1.16M - $1.45M
|
59.4K
$1.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
550+ 1195.65% |
$13.7K - $17.1K
|
596
$19.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
9.24K+ 10.62% |
$231K - $288K
|
96.3K
$3.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-54.4K- 13.67% |
$1.36M - $1.7M
|
344K
$11.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
17.4K+ 1.34% |
$434K - $542K
|
1.32M
$43.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.31K+ 13.44% |
$107K - $134K
|
36.4K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.51K+ 0.45% |
$62.5K - $78K
|
564K
$18.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
6.14K+ 17.23% |
$153K - $191K
|
41.8K
$1.37M
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
836+ 7.82% |
$20.8K - $26K
|
11.5K
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
382+ 10.41% |
$9.53K - $11.9K
|
4.05K
$133K
|
|
|
Jul 25, 2025
Q2 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-33.9K- 1.49% |
$845K - $1.06M
|
2.24M
$73.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
338+ 2.6% |
$8.43K - $10.5K
|
13.3K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
12.9K+ 109.05% |
$322K - $402K
|
24.7K
$812K
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.3K- 2.63% |
$257K - $321K
|
382K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
213K+ 36.35% |
$5.32M - $6.65M
|
800K
$26.3M
|