Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
925K+ 49.29% |
$23.7M - $25.9M
|
2.8M
$74.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
324KNew |
$8.3M - $9.07M
|
324K
$8.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
218K+ 12.47% |
$5.58M - $6.1M
|
1.96M
$52M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
199K+ 13.31% |
$5.1M - $5.58M
|
1.7M
$44.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
198K+ 11.16% |
$5.06M - $5.54M
|
1.97M
$52.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
180K+ 4.97% |
$4.62M - $5.05M
|
3.81M
$101M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159K+ 16.02% |
$4.07M - $4.45M
|
1.15M
$30.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
156KNew |
$4M - $4.38M
|
156K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
133K+ 24.65% |
$3.42M - $3.74M
|
675K
$17.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
131K+ 8.01% |
$3.36M - $3.68M
|
1.77M
$46.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 11.74% |
$2.84M - $3.11M
|
1.06M
$28M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10.56% |
$2.75M - $3.01M
|
1.13M
$29.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93.4KNew |
$2.39M - $2.61M
|
93.4K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
90.3K+ 14.52% |
$2.31M - $2.53M
|
713K
$18.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.5K+ 11.88% |
$2.06M - $2.25M
|
758K
$20.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79.7K+ 25.71% |
$2.04M - $2.23M
|
390K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.5K+ 38.96% |
$1.93M - $2.11M
|
269K
$7.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
67.6K+ 7.08% |
$1.73M - $1.89M
|
1.02M
$27.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
61K+ 4.16% |
$1.56M - $1.71M
|
1.53M
$40.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
59.1KNew |
$1.51M - $1.65M
|
59.1K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
51.3K+ 3.91% |
$1.31M - $1.44M
|
1.36M
$36.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50.8K+ 6.31% |
$1.3M - $1.42M
|
856K
$22.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
46.2K+ 12.75% |
$1.18M - $1.29M
|
409K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
44.9K+ 232.54% |
$1.15M - $1.26M
|
64.2K
$1.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
44K+ 6.69% |
$1.13M - $1.23M
|
702K
$18.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
38.9K+ 7.37% |
$995K - $1.09M
|
566K
$15M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
37.2K+ 8.59% |
$952K - $1.04M
|
470K
$12.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
36.8K+ 4.53% |
$943K - $1.03M
|
849K
$22.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
33.7K+ 4.54% |
$863K - $944K
|
777K
$20.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
29.1K+ 8.14% |
$744K - $814K
|
386K
$10.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27.8K+ 7.4% |
$711K - $778K
|
403K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 8.01% |
$649K - $709K
|
341K
$9.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
22.3K+ 6.37% |
$571K - $624K
|
372K
$9.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19K+ 1.55% |
$486K - $531K
|
1.24M
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.1K+ 5.15% |
$464K - $507K
|
370K
$9.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
17.3K+ 2.77% |
$443K - $485K
|
642K
$17M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 29.16% |
$369K - $404K
|
63.8K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 70.88% |
$351K - $384K
|
33.1K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5KNew |
$347K - $379K
|
13.5K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.3K+ 93.56% |
$342K - $374K
|
27.6K
$732K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
13.1K+ 4.01% |
$337K - $368K
|
341K
$9.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 14.27% |
$192K - $210K
|
60.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
7.39K+ 9.48% |
$189K - $207K
|
85.3K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.12KNew |
$157K - $171K
|
6.12K
$162K
|
|
|
Jan 17, 2025
Q4 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
4.7K+ 44.64% |
$120K - $132K
|
15.2K
$403K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.33K+ 4.19% |
$85.3K - $93.3K
|
82.9K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.18K+ 21.01% |
$81.5K - $89.1K
|
18.3K
$486K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.14K+ 3.49% |
$29.1K - $31.8K
|
33.6K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.12KNew |
$28.8K - $31.4K
|
1.12K
$29.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.1KNew |
$28.1K - $30.7K
|
1.1K
$29K
|