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 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.08K+ 8.29% |
$78.8K - $86.1K
|
40.2K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
8.63KNew |
$221K - $242K
|
8.63K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-73- 0.31% |
$1.87K - $2.04K
|
23.7K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
149K+ 4.75% |
$3.81M - $4.16M
|
3.28M
$91.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 33.34% |
$350K - $383K
|
54.7K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-24- 1.5% |
$615 - $672
|
1.58K
$44.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$49.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-26.9K- 15.75% |
$689K - $754K
|
144K
$4.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
138+ 1.12% |
$3.53K - $3.86K
|
12.4K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1MNew |
$25.7M - $28.1M
|
1M
$28.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151K- 5.71% |
$3.86M - $4.22M
|
2.49M
$69.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-3.64K- 4.69% |
$93.1K - $102K
|
73.9K
$2.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 56.5% |
$566K - $619K
|
61.2K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
275K+ 43.93% |
$7.05M - $7.71M
|
902K
$25.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.6K+ 3.19% |
$476K - $521K
|
602K
$16.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-9.44K- 28.07% |
$242K - $264K
|
24.2K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
110K+ 29.65% |
$2.82M - $3.09M
|
482K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.09K+ 3.35% |
$27.9K - $30.5K
|
33.6K
$941K
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
8.58K+ 2.09% |
$220K - $240K
|
419K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.3K+ 13.34% |
$264K - $288K
|
87.5K
$2.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.3K- 2.99% |
$58.9K - $64.4K
|
74.7K
$2.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-275- 2.15% |
$7.04K - $7.7K
|
12.5K
$350K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
42+ 0.26% |
$1.08K - $1.18K
|
16.5K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 226.44% |
$582K - $636K
|
32.7K
$917K
|
|
|
Jan 29, 2025
Q4 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
1.95K+ 10.12% |
$50K - $54.7K
|
21.2K
$595K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
435KNew |
$11.1M - $12.2M
|
435K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
5.99K+ 14.01% |
$153K - $168K
|
48.7K
$1.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
10.9K+ 9.5% |
$280K - $306K
|
126K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-199- 0.64% |
$5.1K - $5.57K
|
30.7K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.18K- 8.32% |
$30.2K - $33K
|
13K
$364K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
780+ 1.34% |
$20K - $21.8K
|
58.9K
$1.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
302KNew |
$7.74M - $8.46M
|
302K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.7K+ 12.15% |
$171K - $187K
|
61.8K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
17.2K+ 4.92% |
$440K - $481K
|
367K
$10.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
93.4K+ 13.24% |
$2.39M - $2.61M
|
799K
$22.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
447KNew |
$11.5M - $12.5M
|
447K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
3.68K+ 3.49% |
$94.2K - $103K
|
109K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
BUY
|
- |
48.9K+ 7.41% |
$1.25M - $1.37M
|
708K
$19.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
37.4K+ 10.1% |
$957K - $1.05M
|
407K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.97K- 6.95% |
$153K - $167K
|
79.9K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-309- 0.18% |
$7.91K - $8.65K
|
173K
$4.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
11.4KNew |
$291K - $318K
|
11.4K
$318K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.6K+ 9.62% |
$629K - $688K
|
280K
$7.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$306K - $335K
|
12K
$335K
|
|
|
Jan 28, 2025
Q4 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
0New |
$0 - $0
|
2.02B
$56.7B
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
52.6K+ 18.77% |
$1.35M - $1.47M
|
333K
$9.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
178K+ 23.15% |
$4.56M - $4.99M
|
948K
$26.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-587K- 22.77% |
$15M - $16.4M
|
1.99M
$55.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.14K- 13.94% |
$80.5K - $88K
|
19.4K
$544K
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$257K - $281K
|
10K
$281K
|