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 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
131K+ 8.01% |
$3.36M - $3.68M
|
1.77M
$49.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.03K- 4.2% |
$103K - $113K
|
91.8K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10.56% |
$2.75M - $3.01M
|
1.13M
$31.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93.4KNew |
$2.39M - $2.61M
|
93.4K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46.2K+ 12.75% |
$1.18M - $1.29M
|
409K
$11.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.47K- 0.4% |
$140K - $153K
|
1.38M
$38.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
299+ 3.42% |
$7.66K - $8.37K
|
9.05K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
71+ 0.78% |
$1.82K - $1.99K
|
9.19K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 12.5% |
$12.8K - $14K
|
4.5K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-821- 4.78% |
$21K - $23K
|
16.3K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-31- 0.14% |
$794 - $868
|
21.9K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
36.8K+ 4.53% |
$943K - $1.03M
|
849K
$23.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.7K+ 44.64% |
$120K - $132K
|
15.2K
$427K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
44K+ 6.69% |
$1.13M - $1.23M
|
702K
$19.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-659K- 29.77% |
$16.9M - $18.5M
|
1.55M
$43.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.7K- 5.79% |
$633K - $692K
|
402K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.67% |
$43.8K - $47.9K
|
62.3K
$1.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-188K- 13.8% |
$4.81M - $5.25M
|
1.17M
$32.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
325+ 0.1% |
$8.32K - $9.1K
|
331K
$9.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.77K- 6.82% |
$225K - $245K
|
120K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.22K- 16.21% |
$82.3K - $90K
|
16.6K
$466K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 70.88% |
$351K - $384K
|
33.1K
$927K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159K+ 16.02% |
$4.07M - $4.45M
|
1.15M
$32.3M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
486+ 1.28% |
$12.4K - $13.6K
|
38.5K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.5K+ 11.88% |
$2.06M - $2.25M
|
758K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.12KNew |
$157K - $171K
|
6.12K
$171K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
33.7K+ 4.54% |
$863K - $944K
|
777K
$21.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
218K+ 12.47% |
$5.58M - $6.1M
|
1.96M
$55M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
133K+ 24.65% |
$3.42M - $3.74M
|
675K
$18.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.3K+ 93.56% |
$342K - $374K
|
27.6K
$773K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
620+ 0.34% |
$15.9K - $17.4K
|
184K
$5.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
59.1KNew |
$1.51M - $1.65M
|
59.1K
$1.66M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.33K+ 4.19% |
$85.3K - $93.3K
|
82.9K
$2.32M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
13.6K+ 2.61% |
$344K - $385K
|
532K
$14.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$127K - $142K
|
5K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
161New |
$4.08K - $4.57K
|
161
$4.51K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.38KNew |
$213K - $238K
|
8.38K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
792K+ 3724.2% |
$20.1M - $22.5M
|
814K
$22.8M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45.6KNew |
$1.16M - $1.29M
|
45.6K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35.5KNew |
$901K - $1.01M
|
35.5K
$995K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
684+ 6.94% |
$17.3K - $19.4K
|
10.5K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
272New |
$6.9K - $7.72K
|
272
$7.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.18KNew |
$207K - $232K
|
8.18K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.5KNew |
$696K - $779K
|
27.5K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1- -0.0% |
$25.4 - $28.4
|
22.8K
$639K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-45.9K- 5.84% |
$1.16M - $1.3M
|
739K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55.8KNew |
$1.41M - $1.58M
|
55.8K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-228- 2.01% |
$5.78K - $6.47K
|
11.1K
$311K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 9.94% |
$25.3K - $28.3K
|
9.05K
$254K
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.23KNew |
$183K - $205K
|
7.23K
$203K
|
|