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 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.3KNew |
$257K - $320K
|
10.3K
$338K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
52+ 0.69% |
$1.3K - $1.62K
|
7.55K
$248K
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 16.78% |
$1.29M - $1.61M
|
359K
$11.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.97KNew |
$199K - $248K
|
7.97K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.67K+ 15.61% |
$91.6K - $114K
|
27.2K
$893K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16.7K+ 30.68% |
$417K - $521K
|
71.3K
$2.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
9.39K+ 2.26% |
$234K - $293K
|
425K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.4K- 0.74% |
$159K - $199K
|
860K
$28.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.35KNew |
$183K - $229K
|
7.35K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.14K+ 9.5% |
$203K - $254K
|
93.8K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$24.9 - $31.2
|
10.4K
$342K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.4K- 1.29% |
$260K - $325K
|
798K
$26.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-12.9K- 40.05% |
$321K - $401K
|
19.3K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
392K+ 12.04% |
$9.77M - $12.2M
|
3.65M
$120M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
112K+ 13.08% |
$2.8M - $3.5M
|
972K
$31.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.64% |
$648 - $810
|
4.09K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.07K+ 1.2% |
$26.7K - $33.4K
|
90.5K
$2.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 1.4% |
$374 - $467
|
1.09K
$35.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
23.9KNew |
$595K - $743K
|
23.9K
$783K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36.1K+ 8.27% |
$900K - $1.12M
|
473K
$15.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.08KNew |
$201K - $252K
|
8.08K
$265K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
210K+ 26.98% |
$5.24M - $6.55M
|
989K
$32.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 26.01% |
$523K - $653K
|
102K
$3.33M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.4K+ 2.22% |
$709K - $886K
|
1.31M
$42.9M
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
15.1K+ 2.99% |
$386K - $435K
|
521K
$17.1M
|
|
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15K+ 0.61% |
$383K - $432K
|
2.46M
$80.7M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
39.7K+ 17.57% |
$1.01M - $1.14M
|
266K
$8.72M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.34K+ 4.79% |
$59.8K - $67.4K
|
51.2K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.76K- 2.53% |
$44.8K - $50.5K
|
67.6K
$2.22M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.9KNew |
$99.6K - $112K
|
3.9K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$394K - $444K
|
15.4K
$506K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.9K- 15.56% |
$99.7K - $112K
|
21.2K
$695K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-9.19K- 45.52% |
$235K - $265K
|
11K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.46KNew |
$191K - $215K
|
7.46K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.14K- 82.29% |
$54.6K - $61.5K
|
460
$15.1K
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
12.8K+ 92.49% |
$327K - $369K
|
26.6K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.86K+ 23.03% |
$73.1K - $82.4K
|
15.3K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-348- 12.75% |
$8.89K - $10K
|
2.38K
$78.2K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.69K+ 27.41% |
$94.2K - $106K
|
17.2K
$563K
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
158New |
$4.04K - $4.55K
|
158
$5.19K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3K+ 4.84% |
$749K - $844K
|
635K
$20.9M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
763+ 0.91% |
$19.5K - $22K
|
84.6K
$2.78M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
66.7K+ 6.64% |
$1.7M - $1.92M
|
1.07M
$35.2M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
50.7K+ 8.42% |
$1.3M - $1.46M
|
653K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-750- 2.11% |
$19.2K - $21.6K
|
34.8K
$1.14M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
8.67K+ 12.01% |
$221K - $250K
|
80.9K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.12KNew |
$182K - $205K
|
7.12K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
56.8K+ 13.13% |
$1.45M - $1.64M
|
490K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-9.01K- 46.44% |
$230K - $259K
|
10.4K
$341K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
30.6KNew |
$782K - $882K
|
30.6K
$1.01M
|
|