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 16, 2025
Q2 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
325+ 0.1% |
$8.11K - $10.1K
|
326K
$10.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26K+ 3.04% |
$650K - $811K
|
883K
$29M
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
309+ 1.24% |
$7.71K - $9.63K
|
25.2K
$827K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.58K- 1.37% |
$114K - $143K
|
330K
$10.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.86K+ 10.28% |
$171K - $214K
|
73.7K
$2.42M
|
|
|
Jul 16, 2025
Q2 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.1K+ 20.1% |
$402K - $503K
|
96.4K
$3.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.06K- 21.13% |
$76.3K - $95.3K
|
11.4K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.3K+ 13.6% |
$32.4K - $40.5K
|
10.9K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-15K- 2.28% |
$373K - $466K
|
641K
$21M
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.84K- 17.35% |
$70.7K - $88.3K
|
13.5K
$443K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
60.1KNew |
$1.5M - $1.87M
|
60.1K
$1.97M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.41MNew |
$60.1M - $75.1M
|
2.41M
$79.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
135K+ 34.69% |
$3.36M - $4.2M
|
523K
$17.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7.51K- 0.42% |
$187K - $234K
|
1.77M
$58.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
3.15K+ 0.3% |
$78.4K - $98K
|
1.06M
$34.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.24K- 13.48% |
$55.9K - $69.8K
|
14.4K
$472K
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
175K+ 24.97% |
$4.37M - $5.46M
|
878K
$28.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
57.3K+ 3.56% |
$1.43M - $1.78M
|
1.66M
$54.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 30.28% |
$292K - $365K
|
27K
$886K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.16M+ 255.71% |
$29M - $36.3M
|
1.62M
$53.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
14.9K+ 3.13% |
$372K - $464K
|
491K
$16.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.2K- 7.31% |
$279K - $348K
|
142K
$4.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.1K+ 1.36% |
$251K - $314K
|
751K
$24.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
198K+ 9.6% |
$4.95M - $6.18M
|
2.26M
$74.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 0.08% |
$74.8 - $93.4
|
3.81K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
222+ 2.61% |
$5.54K - $6.92K
|
8.74K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
144K+ 15.83% |
$3.59M - $4.48M
|
1.05M
$34.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
41.5KNew |
$1.04M - $1.29M
|
41.5K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.31K+ 2.33% |
$157K - $196K
|
278K
$9.11M
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
327KNew |
$8.15M - $10.2M
|
327K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.54MNew |
$38.3M - $47.9M
|
1.54M
$50.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
733New |
$18.3K - $22.8K
|
733
$24.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-15.1K- 4.34% |
$377K - $471K
|
333K
$10.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.29K+ 2.12% |
$157K - $196K
|
303K
$9.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63.2K- 6.33% |
$1.58M - $1.97M
|
935K
$30.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
388+ 2.07% |
$9.68K - $12.1K
|
19.1K
$627K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
479K+ 33.49% |
$11.9M - $14.9M
|
1.91M
$62.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
59.4KNew |
$1.48M - $1.85M
|
59.4K
$1.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
6.38K+ 2.03% |
$159K - $199K
|
320K
$10.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
63.8K+ 18.99% |
$1.59M - $1.99M
|
400K
$13.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30.4K- 2.38% |
$759K - $948K
|
1.25M
$40.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.45K+ 3.24% |
$111K - $139K
|
142K
$4.65M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.94K- 71.4% |
$48.4K - $60.5K
|
778
$25.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-12.7K- 9.49% |
$317K - $396K
|
121K
$3.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.51K- 4.48% |
$37.6K - $46.9K
|
32.1K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.28MNew |
$56.8M - $70.9M
|
2.28M
$74.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 1.18% |
$30.9K - $38.6K
|
103K
$3.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-24.9K- 6.01% |
$620K - $774K
|
389K
$12.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 6.34% |
$684K - $855K
|
460K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-37.7K- 63.76% |
$940K - $1.17M
|
21.4K
$703K
|