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 |
---|---|---|---|---|---|---|---|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.41MNew |
$60.1M - $75.1M
|
2.41M
$77.5M
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.28MNew |
$56.8M - $70.9M
|
2.28M
$73.2M
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.07MNew |
$51.7M - $64.6M
|
2.07M
$66.6M
|
|
Jul 14, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1.54MNew |
$38.3M - $47.9M
|
1.54M
$49.4M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.28M+ 107.82% |
$31.8M - $39.7M
|
2.46M
$79M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23M+ 4.46% |
$30.7M - $38.3M
|
28.8M
$924M
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
1.16M+ 255.71% |
$29M - $36.3M
|
1.62M
$52.1M
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
861KNew |
$21.5M - $26.8M
|
861K
$27.7M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
822KNew |
$20.5M - $25.6M
|
822K
$26.4M
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
630K+ 21.23% |
$15.7M - $19.6M
|
3.6M
$116M
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
479K+ 33.49% |
$11.9M - $14.9M
|
1.91M
$61.3M
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
392K+ 12.04% |
$9.77M - $12.2M
|
3.65M
$117M
|
|
Jul 14, 2025
Q2 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
327KNew |
$8.15M - $10.2M
|
327K
$10.5M
|
|
Aug 13, 2025
Q2 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
313KNew |
$7.81M - $9.76M
|
313K
$10.1M
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
247K+ 179.81% |
$6.15M - $7.68M
|
384K
$12.3M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
234K+ 13.98% |
$5.83M - $7.28M
|
1.91M
$61.2M
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
213K+ 36.35% |
$5.32M - $6.65M
|
800K
$25.7M
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
210K+ 26.98% |
$5.24M - $6.55M
|
989K
$31.8M
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
198K+ 9.6% |
$4.95M - $6.18M
|
2.26M
$72.7M
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
195K+ 24.13% |
$4.88M - $6.09M
|
1.01M
$32.3M
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
188K+ 9.19% |
$4.68M - $5.84M
|
2.23M
$71.6M
|
|
Jul 24, 2025
Q2 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
185K+ 35.43% |
$4.61M - $5.76M
|
706K
$22.7M
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
181K+ 17.73% |
$4.51M - $5.64M
|
1.2M
$38.6M
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
177K+ 24.44% |
$4.41M - $5.51M
|
900K
$28.9M
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
175K+ 24.97% |
$4.37M - $5.46M
|
878K
$28.2M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
144K+ 15.83% |
$3.59M - $4.48M
|
1.05M
$33.8M
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
139K+ 194.03% |
$3.48M - $4.35M
|
211K
$6.79M
|
|
Jul 15, 2025
Q2 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
135K+ 34.69% |
$3.36M - $4.2M
|
523K
$16.8M
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
134K+ 15.1% |
$3.35M - $4.18M
|
1.02M
$32.9M
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
128K+ 246.66% |
$3.19M - $3.99M
|
180K
$5.78M
|
|
Aug 08, 2025
Q2 2025
|
Truepoint, Inc.
|
BUY
|
- |
127K+ 6.33% |
$3.16M - $3.95M
|
2.13M
$68.4M
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
124KNew |
$3.1M - $3.87M
|
124K
$3.99M
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
124KNew |
$3.09M - $3.86M
|
124K
$3.98M
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
121KNew |
$3.02M - $3.77M
|
121K
$3.89M
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
114K+ 115.32% |
$2.83M - $3.54M
|
212K
$6.81M
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
112K+ 13.08% |
$2.8M - $3.5M
|
972K
$31.2M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
109K+ 8.65% |
$2.72M - $3.4M
|
1.37M
$44M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.5K+ 3.52% |
$2.43M - $3.04M
|
2.87M
$92.2M
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
89.7K+ 17.2% |
$2.24M - $2.8M
|
612K
$19.7M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
86.2K+ 79.7% |
$2.15M - $2.69M
|
194K
$6.25M
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
84.5KNew |
$2.11M - $2.63M
|
84.5K
$2.72M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
83.4K+ 47.25% |
$2.08M - $2.6M
|
260K
$8.35M
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
81.3K+ 6.58% |
$2.03M - $2.53M
|
1.32M
$42.3M
|
|
Aug 07, 2025
Q2 2025
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
71.6K+ 49.36% |
$1.79M - $2.23M
|
217K
$6.96M
|
|
Jul 30, 2025
Q2 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
69.2K+ 148.66% |
$1.73M - $2.16M
|
116K
$3.72M
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
68.7K+ 51.25% |
$1.71M - $2.14M
|
203K
$6.51M
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
63.8K+ 18.99% |
$1.59M - $1.99M
|
400K
$12.9M
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
63.7K+ 25.43% |
$1.59M - $1.98M
|
314K
$10.1M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
63.6K+ 6.72% |
$1.59M - $1.98M
|
1.01M
$32.4M
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
61.2K+ 3.36% |
$1.53M - $1.91M
|
1.88M
$60.5M
|