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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
60.1K+ 13.96% |
$1.5M - $1.87M
|
491K
$15.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
60.1K+ 7.35% |
$1.5M - $1.87M
|
877K
$28.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
59.4KNew |
$1.48M - $1.85M
|
59.4K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
57.7K+ 1271.5% |
$1.44M - $1.8M
|
62.3K
$2M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
57.3K+ 3.56% |
$1.43M - $1.78M
|
1.66M
$53.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
54.6K+ 14.06% |
$1.36M - $1.7M
|
443K
$14.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
53.6K+ 6.33% |
$1.34M - $1.67M
|
901K
$29M
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
53K+ 2.61% |
$1.32M - $1.65M
|
2.08M
$66.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
52.8K+ 1.29% |
$1.32M - $1.64M
|
4.16M
$134M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 16.78% |
$1.29M - $1.61M
|
359K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
46.6K+ 361.02% |
$1.16M - $1.45M
|
59.4K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
46.4K+ 2.38% |
$1.16M - $1.45M
|
2M
$64.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
44.7K+ 20.83% |
$1.11M - $1.39M
|
259K
$8.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43.7K+ 12.63% |
$1.09M - $1.36M
|
390K
$12.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
41.8K+ 4.46% |
$1.04M - $1.3M
|
980K
$31.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
41.5KNew |
$1.04M - $1.29M
|
41.5K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
41.3K+ 1.65% |
$1.03M - $1.29M
|
2.55M
$81.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
38.8K+ 12.12% |
$968K - $1.21M
|
359K
$11.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
38.4K+ 155.62% |
$958K - $1.2M
|
63.1K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38KNew |
$949K - $1.19M
|
38K
$1.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
37.9KNew |
$944K - $1.18M
|
37.9K
$1.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36.1K+ 8.27% |
$900K - $1.12M
|
473K
$15.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
33.9K+ 3.13% |
$845K - $1.06M
|
1.12M
$35.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
33.5K+ 9.25% |
$834K - $1.04M
|
395K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
32.7K+ 25.05% |
$816K - $1.02M
|
163K
$5.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
32.2K+ 12.15% |
$803K - $1M
|
297K
$9.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
31.6KNew |
$789K - $986K
|
31.6K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31.5K+ 326.08% |
$786K - $981K
|
41.2K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
31.4KNew |
$784K - $979K
|
31.4K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.2K+ 6.04% |
$752K - $940K
|
529K
$17M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
29.4K+ 7.51% |
$732K - $915K
|
421K
$13.5M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.4K+ 2.22% |
$709K - $886K
|
1.31M
$42M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
28.3K+ 7.41% |
$705K - $881K
|
410K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 6.34% |
$684K - $855K
|
460K
$14.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
26.5K+ 212.26% |
$660K - $824K
|
38.9K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.3K+ 25.05% |
$656K - $819K
|
131K
$4.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
26.3KNew |
$655K - $818K
|
26.3K
$844K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
26K+ 3.04% |
$650K - $811K
|
883K
$28.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
25.4K+ 109.84% |
$634K - $792K
|
48.6K
$1.56M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25K+ 3.95% |
$624K - $780K
|
658K
$21.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
24.3K+ 15.56% |
$606K - $757K
|
181K
$5.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
23.9KNew |
$595K - $743K
|
23.9K
$766K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
23K+ 62.36% |
$573K - $716K
|
59.8K
$1.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 41.73% |
$559K - $699K
|
76.2K
$2.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
22.1KNew |
$550K - $687K
|
22.1K
$709K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
21.3K+ 32.14% |
$532K - $664K
|
87.7K
$2.82M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 26.01% |
$523K - $653K
|
102K
$3.26M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21K+ 98.08% |
$523K - $653K
|
42.3K
$1.36M
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
18.5K+ 5.03% |
$462K - $577K
|
387K
$12.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.3K+ 113.34% |
$457K - $571K
|
34.5K
$1.11M
|