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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
800+ 4.31% |
$20.3K - $22.7K
|
19.4K
$518K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
324+ 3.85% |
$8.22K - $9.19K
|
8.75K
$234K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
288+ 0.22% |
$7.3K - $8.17K
|
130K
$3.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
279+ 0.47% |
$7.08K - $7.92K
|
60K
$1.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
251+ 1.79% |
$6.37K - $7.12K
|
14.3K
$382K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
116+ 1.22% |
$2.94K - $3.29K
|
9.59K
$257K
|
|
|
Oct 11, 2024
Q3 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
110+ 0.6% |
$2.79K - $3.12K
|
18.5K
$494K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107+ 0.18% |
$2.71K - $3.04K
|
58.1K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
80+ 0.49% |
$2.03K - $2.27K
|
16.4K
$440K
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
77+ 0.47% |
$1.95K - $2.18K
|
16.4K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 0.56% |
$1.34K - $1.5K
|
9.58K
$256K
|
|
|
Oct 18, 2024
Q3 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
46+ 0.44% |
$1.17K - $1.31K
|
10.5K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
41+ 0.45% |
$1.04K - $1.16K
|
9.12K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
40+ 0.41% |
$1.01K - $1.13K
|
9.77K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
38+ 0.05% |
$964 - $1.08K
|
83.7K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.09% |
$178 - $199
|
7.67K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.26M+ 1263.6% |
$84M - $89.6M
|
3.52M
$94.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.34M+ 10.9% |
$60.2M - $64.2M
|
23.8M
$637M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.07M+ 9.71% |
$53.2M - $56.7M
|
23.3M
$625M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.79MNew |
$46M - $49.1M
|
1.79M
$47.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.38M+ 83.14% |
$35.5M - $37.8M
|
3.04M
$81.3M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.22MNew |
$31.5M - $33.6M
|
1.22M
$32.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
512K+ 90.72% |
$13.2M - $14M
|
1.08M
$28.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
428K+ 87.19% |
$11M - $11.7M
|
918K
$24.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
297KNew |
$7.64M - $8.15M
|
297K
$7.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
271K+ 258.55% |
$6.97M - $7.43M
|
376K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
233K+ 27.4% |
$6M - $6.4M
|
1.09M
$29.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
227K+ 51.13% |
$5.84M - $6.22M
|
670K
$18M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
225KNew |
$5.79M - $6.18M
|
225K
$6.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
224K+ 827.29% |
$5.77M - $6.15M
|
251K
$6.73M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
214K+ 61.09% |
$5.52M - $5.88M
|
565K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
186K+ 26.02% |
$4.79M - $5.1M
|
901K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
172K+ 3.93% |
$4.43M - $4.72M
|
4.55M
$122M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
170K+ 22.65% |
$4.38M - $4.67M
|
921K
$24.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
166K+ 21.19% |
$4.27M - $4.55M
|
948K
$25.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
161K+ 3.54% |
$4.14M - $4.42M
|
4.71M
$126M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
158KNew |
$4.07M - $4.34M
|
158K
$4.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
151K+ 13.66% |
$3.89M - $4.15M
|
1.26M
$33.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
146K+ 7.37% |
$3.77M - $4.02M
|
2.13M
$57.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
BUY
|
- |
146K+ 5.86% |
$3.76M - $4.01M
|
2.64M
$70.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
BUY
|
- |
129K+ 15.1% |
$3.31M - $3.53M
|
980K
$26.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
126K+ 10.53% |
$3.25M - $3.46M
|
1.33M
$35.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
109KNew |
$2.8M - $2.99M
|
109K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
108K+ 252.88% |
$2.77M - $2.95M
|
150K
$4.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 5.56% |
$2.68M - $2.86M
|
1.98M
$53M
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
81.6K+ 5.26% |
$2.1M - $2.24M
|
1.63M
$43.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
77.3K+ 16.81% |
$1.99M - $2.12M
|
537K
$14.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
75.3K+ 3.81% |
$1.94M - $2.07M
|
2.05M
$54.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
BUY
|
- |
70.7K+ 12.41% |
$1.82M - $1.94M
|
640K
$17.1M
|
|