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 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-271- 3.62% |
$6.76K - $8.44K
|
7.22K
$237K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
822KNew |
$20.5M - $25.6M
|
822K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
121KNew |
$3.02M - $3.77M
|
121K
$3.97M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21K+ 98.08% |
$523K - $653K
|
42.3K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.34K+ 3.51% |
$33.4K - $41.7K
|
39.5K
$1.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.2KNew |
$280K - $349K
|
11.2K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Life Planning Partners, Inc
|
BUY
|
- |
646+ 6.02% |
$16.1K - $20.1K
|
11.4K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
16+ 1.33% |
$399 - $498
|
1.22K
$40.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.28K+ 3.66% |
$157K - $196K
|
178K
$5.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-719- 8.01% |
$17.9K - $22.4K
|
8.26K
$271K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
868New |
$21.6K - $27K
|
868
$28.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 0.97% |
$33.9K - $42.3K
|
142K
$4.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
10+ 0.01% |
$249 - $312
|
81.7K
$2.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.4K+ 3.8% |
$435K - $543K
|
476K
$15.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-40.1K- 8.03% |
$1M - $1.25M
|
459K
$15.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23K+ 62.36% |
$573K - $716K
|
59.8K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
9.49K+ 47.29% |
$237K - $296K
|
29.6K
$970K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.35K+ 7.09% |
$83.6K - $104K
|
50.6K
$1.66M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-5.23K- 8.7% |
$130K - $163K
|
54.8K
$1.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
716+ 3.05% |
$17.9K - $22.3K
|
24.2K
$795K
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.3K+ 25.05% |
$656K - $819K
|
131K
$4.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
14.7KNew |
$365K - $456K
|
14.7K
$481K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
223+ 1.37% |
$5.56K - $6.95K
|
16.5K
$542K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.34K+ 0.3% |
$33.5K - $41.8K
|
447K
$14.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-10.1K- 2.21% |
$251K - $313K
|
445K
$14.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
181K+ 17.73% |
$4.51M - $5.64M
|
1.2M
$39.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-98- 0.49% |
$2.44K - $3.05K
|
19.7K
$647K
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-14.7K- 8.2% |
$367K - $458K
|
165K
$5.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.07MNew |
$51.7M - $64.6M
|
2.07M
$68.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-44.3K- 1.14% |
$1.1M - $1.38M
|
3.84M
$126M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-26K- 8.85% |
$648K - $809K
|
268K
$8.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
68.7K+ 51.25% |
$1.71M - $2.14M
|
203K
$6.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
41.8K+ 4.46% |
$1.04M - $1.3M
|
980K
$32.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.9K- 1.04% |
$396K - $495K
|
1.51M
$49.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 3.51% |
$358K - $447K
|
423K
$13.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
177K+ 24.44% |
$4.41M - $5.51M
|
900K
$29.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
BUY
|
- |
300+ 3.17% |
$7.48K - $9.35K
|
9.77K
$321K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
946+ 2.81% |
$23.6K - $29.5K
|
34.6K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.67K- 1.63% |
$41.7K - $52.1K
|
101K
$3.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 19.91% |
$29.9K - $37.3K
|
4.82K
$158K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-44.1K- 10.16% |
$1.1M - $1.37M
|
390K
$12.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 6.83% |
$256K - $320K
|
140K
$4.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
288+ 3.12% |
$7.18K - $8.97K
|
9.53K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.5K+ 326.08% |
$786K - $981K
|
41.2K
$1.35M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.9KNew |
$944K - $1.18M
|
37.9K
$1.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-42.5K- 16.09% |
$1.06M - $1.32M
|
221K
$7.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-21.1K- 38.52% |
$527K - $658K
|
33.7K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-25.7K- 1.65% |
$642K - $802K
|
1.54M
$50.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
81.3K+ 6.58% |
$2.03M - $2.53M
|
1.32M
$43.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
24.3K+ 15.56% |
$606K - $757K
|
181K
$5.93M
|