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 |
---|---|---|---|---|---|---|---|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65.2K+ 7984.21% |
$1.65M - $1.85M
|
66K
$1.75M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
62.6K+ 1.38% |
$1.59M - $1.78M
|
4.62M
$122M
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
59.6K+ 38.49% |
$1.51M - $1.69M
|
215K
$5.69M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
58.3K+ 4.73% |
$1.48M - $1.65M
|
1.29M
$34.2M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
55.8KNew |
$1.41M - $1.58M
|
55.8K
$1.48M
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
55.8KNew |
$1.41M - $1.58M
|
55.8K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
51.6K+ 355.02% |
$1.31M - $1.47M
|
66.2K
$1.75M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
51.4KNew |
$1.3M - $1.46M
|
51.4K
$1.36M
|
|
Oct 31, 2024
Q3 2024
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
51K+ 18.74% |
$1.29M - $1.45M
|
323K
$8.57M
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
50K+ 7.81% |
$1.27M - $1.42M
|
690K
$18.3M
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
47.9K+ 5.61% |
$1.21M - $1.36M
|
901K
$23.9M
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
47.8K+ 8.52% |
$1.21M - $1.36M
|
609K
$16.1M
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
45.9KNew |
$1.16M - $1.3M
|
45.9K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
45.6KNew |
$1.16M - $1.29M
|
45.6K
$1.21M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
39.5K+ 3.14% |
$1M - $1.12M
|
1.3M
$34.4M
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
38.4K+ 5.75% |
$973K - $1.09M
|
706K
$18.7M
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
37.9K+ 49.26% |
$962K - $1.08M
|
115K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
37.8K+ 3.85% |
$958K - $1.07M
|
1.02M
$27M
|
|
Nov 04, 2024
Q3 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
37.7K+ 6.98% |
$957K - $1.07M
|
579K
$15.3M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
35.5KNew |
$901K - $1.01M
|
35.5K
$941K
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35.5KNew |
$901K - $1.01M
|
35.5K
$941K
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO
|
BUY
|
- |
33.9K+ 5.43% |
$861K - $963K
|
659K
$17.5M
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
33.1K+ 9.83% |
$840K - $939K
|
370K
$9.8M
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
33.1K+ 2.86% |
$839K - $939K
|
1.19M
$31.5M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32.5KNew |
$824K - $922K
|
32.5K
$861K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
29.7K+ 9.21% |
$754K - $844K
|
353K
$9.34M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
27.5KNew |
$696K - $779K
|
27.5K
$728K
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
27.2K+ 6.45% |
$691K - $773K
|
450K
$11.9M
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26.9K+ 9.04% |
$681K - $762K
|
324K
$8.58M
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
25.8K+ 4.71% |
$654K - $732K
|
574K
$15.2M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
25.7K+ 4.58% |
$652K - $730K
|
587K
$15.6M
|
|
Oct 21, 2024
Q3 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
25.1K+ 9.06% |
$636K - $712K
|
302K
$8M
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.6K+ 10.65% |
$624K - $698K
|
255K
$6.77M
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
24.4KNew |
$618K - $691K
|
24.4K
$646K
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
23.9K+ 2.16% |
$607K - $679K
|
1.13M
$30M
|
|
Oct 30, 2024
Q3 2024
|
Miramar Fiduciary Corp
Reno, NV |
BUY
|
- |
23K+ 0.97% |
$583K - $653K
|
2.4M
$63.6M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.6K+ 101.72% |
$572K - $640K
|
44.7K
$1.19M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
21.4K+ 17.0% |
$543K - $607K
|
147K
$3.9M
|
|
Nov 08, 2024
Q3 2024
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
20.7K+ 5.3% |
$524K - $587K
|
411K
$10.9M
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
20.3K+ 3.54% |
$515K - $576K
|
593K
$15.7M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19.8KNew |
$502K - $562K
|
19.8K
$525K
|
|
Oct 30, 2024
Q3 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
19.6K+ 49.68% |
$498K - $557K
|
59.1K
$1.57M
|
|
Oct 18, 2024
Q3 2024
|
Schubert & CO
|
BUY
|
- |
18.2K+ 30.69% |
$462K - $517K
|
77.5K
$2.05M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.9K+ 13.96% |
$429K - $479K
|
138K
$3.66M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.7K+ 6.65% |
$423K - $474K
|
268K
$7.1M
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
15.9K+ 5.61% |
$404K - $452K
|
300K
$7.95M
|
|
Oct 28, 2024
Q3 2024
|
Penobscot Wealth Management
|
BUY
|
- |
15.5K+ 8.74% |
$392K - $439K
|
192K
$5.1M
|
|
Nov 13, 2024
Q3 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
15.4K+ 5.4% |
$389K - $436K
|
300K
$7.94M
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
15.3K+ 7.27% |
$387K - $433K
|
225K
$5.97M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
14.5K+ 8.8% |
$367K - $411K
|
179K
$4.74M
|