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 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.1KNew |
$28.1K - $30.7K
|
1.1K
$29K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
620+ 0.34% |
$15.9K - $17.4K
|
184K
$4.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 12.5% |
$12.8K - $14K
|
4.5K
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
486+ 1.28% |
$12.4K - $13.6K
|
38.5K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
325+ 0.1% |
$8.32K - $9.1K
|
331K
$8.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
299+ 3.42% |
$7.66K - $8.37K
|
9.05K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
224+ 1.82% |
$5.74K - $6.27K
|
12.5K
$333K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
150+ 0.81% |
$3.84K - $4.2K
|
18.6K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
107+ 0.43% |
$2.74K - $3K
|
24.8K
$658K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
102+ 0.51% |
$2.61K - $2.86K
|
19.9K
$529K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
85+ 0.12% |
$2.18K - $2.38K
|
69.4K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
71+ 0.78% |
$1.82K - $1.99K
|
9.19K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
55+ 0.57% |
$1.41K - $1.54K
|
9.63K
$255K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.21M+ 13.51% |
$81.5M - $91.1M
|
27M
$715M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.4M+ 10.3% |
$60.9M - $68.2M
|
25.7M
$682M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.88M+ 186.46% |
$47.6M - $53.2M
|
2.88M
$76.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.42M+ 115.9% |
$36M - $40.3M
|
2.64M
$70.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
792K+ 3724.2% |
$20.1M - $22.5M
|
814K
$21.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
767K+ 83.28% |
$19.4M - $21.8M
|
1.69M
$44.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
655KNew |
$16.6M - $18.6M
|
655K
$17.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
593K+ 82.15% |
$15M - $16.8M
|
1.31M
$34.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
521K+ 3.42% |
$13.2M - $14.8M
|
15.8M
$418M
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
513K+ 19.63% |
$13M - $14.6M
|
3.13M
$82.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
446KNew |
$11.3M - $12.7M
|
446K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
412K+ 43.7% |
$10.5M - $11.7M
|
1.36M
$35.9M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
403K+ 256.53% |
$10.2M - $11.4M
|
560K
$14.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
372K+ 14.95% |
$9.44M - $10.6M
|
2.86M
$75.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
311KNew |
$7.89M - $8.82M
|
311K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
279K+ 10.55% |
$7.06M - $7.9M
|
2.92M
$77.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
210K+ 15.82% |
$5.32M - $5.95M
|
1.54M
$40.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
180K+ 14.65% |
$4.56M - $5.1M
|
1.41M
$37.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
158K+ 2.75% |
$4M - $4.48M
|
5.9M
$156M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
150K+ 7.04% |
$3.81M - $4.26M
|
2.28M
$60.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
150K+ 3.18% |
$3.8M - $4.25M
|
4.86M
$129M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
119K+ 8.3% |
$3.03M - $3.39M
|
1.56M
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 12.92% |
$2.95M - $3.3M
|
1.02M
$27M
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
104K+ 20.51% |
$2.64M - $2.96M
|
613K
$16.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
99.8K+ 9.2% |
$2.53M - $2.83M
|
1.18M
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
93.9K+ 86.17% |
$2.38M - $2.66M
|
203K
$5.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.6K+ 4.73% |
$2.37M - $2.66M
|
2.07M
$54.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
93K+ 13.75% |
$2.36M - $2.64M
|
770K
$20.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
89.8K+ 16.72% |
$2.28M - $2.55M
|
627K
$16.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
87.3K+ 100.98% |
$2.21M - $2.48M
|
174K
$4.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
83K+ 70.13% |
$2.11M - $2.36M
|
201K
$5.34M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
82.6K+ 41.82% |
$2.09M - $2.34M
|
280K
$7.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
76.7K+ 57.37% |
$1.95M - $2.18M
|
210K
$5.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
71.9K+ 5.38% |
$1.82M - $2.04M
|
1.41M
$37.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
70.4K+ 7.42% |
$1.78M - $2M
|
1.02M
$27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.4K+ 46.1% |
$1.74M - $1.94M
|
217K
$5.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
66.5K+ 10.42% |
$1.69M - $1.89M
|
705K
$18.7M
|
|