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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 13.02% |
$37K - $40.3K
|
10K
$260K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$230K - $251K
|
9.35K
$243K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
187+ 2.23% |
$4.6K - $5.02K
|
8.57K
$222K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
74.2K+ 17.14% |
$1.83M - $1.99M
|
507K
$13.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-580- 2.29% |
$14.3K - $15.6K
|
24.7K
$641K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4K- 66.67% |
$98.5K - $107K
|
2K
$51.9K
|
|
| Q4 2023 | |||||||
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
262New |
$5.81K - $6.7K
|
262
$6.8K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.55K+ 13.61% |
$167K - $193K
|
63K
$1.64M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.12KNew |
$24.8K - $28.6K
|
1.12K
$29K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.48MNew |
$32.7M - $37.7M
|
1.48M
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 2.8% |
$82.1K - $94.6K
|
136K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.9K+ 128.17% |
$1.24M - $1.43M
|
99.5K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 0.11% |
$333 - $384
|
13.1K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.3KNew |
$206K - $238K
|
9.3K
$242K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23KNew |
$49.5K - $57.1K
|
2.23K
$57.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-646- 2.02% |
$14.3K - $16.5K
|
31.3K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 1.7% |
$288 - $333
|
777
$20.2K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
42.6K+ 6.98% |
$945K - $1.09M
|
653K
$17M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
16.3KNew |
$361K - $417K
|
16.3K
$423K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$8.65K - $9.98K
|
390
$10.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66.4K+ 3.1% |
$1.47M - $1.7M
|
2.21M
$57.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.84K+ 291.27% |
$62.9K - $72.6K
|
3.81K
$98.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$52.4K - $60.4K
|
2.36K
$61.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.34K- 5.07% |
$141K - $162K
|
119K
$3.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.5KNew |
$1.96M - $2.26M
|
88.5K
$2.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
417New |
$9.25K - $10.7K
|
417
$10.8K
|
|
| Q3 2023 | |||||||
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
262New |
$6.09K - $6.59K
|
262
$6.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-155- 0.89% |
$3.6K - $3.9K
|
17.2K
$447K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
504New |
$11.7K - $12.7K
|
504
$13.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13KNew |
$26.2K - $28.3K
|
1.13K
$29.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43KNew |
$33.2K - $36K
|
1.43K
$37.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115K+ 53.0% |
$2.68M - $2.9M
|
333K
$8.64M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$2.88K - $3.12K
|
124
$3.22K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
957New |
$22.3K - $24.1K
|
957
$24.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-19K- 8.81% |
$441K - $477K
|
196K
$5.1M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32.2K- 3.47% |
$748K - $810K
|
896K
$23.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$46.4K - $50.2K
|
2K
$51.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44.6K+ 6.82% |
$1.04M - $1.12M
|
699K
$18.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-670- 6.57% |
$15.6K - $16.9K
|
9.53K
$247K
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
33KNew |
$767K - $831K
|
33K
$857K
|
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-6.51K- 16.09% |
$151K - $164K
|
33.9K
$881K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
766K+ 22.15% |
$18M - $19.1M
|
4.22M
$110M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-577- 3.14% |
$13.5K - $14.4K
|
17.8K
$463K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-114K- 90.4% |
$2.68M - $2.85M
|
12.1K
$315K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.34% |
$422 - $448
|
433
$11.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
147K+ 7.1% |
$3.44M - $3.65M
|
2.21M
$57.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
25.5KNew |
$597K - $634K
|
25.5K
$661K
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$287K - $305K
|
12.3K
$318K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
432KNew |
$10.1M - $10.7M
|
432K
$11.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$3.49K - $3.71K
|
149
$3.87K
|
|