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 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.42K+ 10.18% |
$105K - $113K
|
37K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.39K+ 3.4% |
$104K - $112K
|
103K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.18K+ 28.93% |
$97.9K - $105K
|
14.2K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.18K+ 1.02% |
$97.7K - $105K
|
315K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.99K+ 0.28% |
$91.9K - $98.6K
|
1.07M
$35.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.7K+ 12.59% |
$83K - $89K
|
24.1K
$794K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.64K+ 0.07% |
$81.1K - $87K
|
3.85M
$127M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.39K+ 2.37% |
$73.6K - $79K
|
104K
$3.41M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.05K+ 19.46% |
$63.1K - $67.7K
|
12.6K
$414K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.02K+ 0.43% |
$62.2K - $66.7K
|
475K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.91K+ 14.32% |
$58.8K - $63.1K
|
15.3K
$502K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.7K+ 21.94% |
$52.1K - $56K
|
9.42K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$50.9K - $54.6K
|
1.66K
$54.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 0.38% |
$49.6K - $53.2K
|
425K
$14M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.58K+ 4.91% |
$48.5K - $52.1K
|
33.7K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 1.26% |
$44.8K - $48.1K
|
117K
$3.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.35K+ 3.99% |
$41.4K - $44.4K
|
35.1K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.84% |
$34.5K - $37K
|
40.6K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
962+ 6.74% |
$29.6K - $31.8K
|
15.2K
$502K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
813+ 2.09% |
$25K - $26.8K
|
39.7K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
715+ 0.82% |
$22K - $23.6K
|
88.4K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
618+ 0.33% |
$19K - $20.4K
|
186K
$6.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
618New |
$19K - $20.4K
|
618
$20.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
530+ 1.38% |
$16.3K - $17.5K
|
38.9K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
523+ 1.66% |
$16.1K - $17.3K
|
31.9K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
485+ 4.17% |
$14.9K - $16K
|
12.1K
$399K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
485+ 0.71% |
$14.9K - $16K
|
68.6K
$2.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
484+ 6.41% |
$14.9K - $16K
|
8.04K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
476+ 4.99% |
$14.6K - $15.7K
|
10K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
395+ 0.78% |
$12.2K - $13K
|
51K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
393+ 2.06% |
$12.1K - $13K
|
19.5K
$641K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
356+ 2.16% |
$11K - $11.8K
|
16.9K
$555K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
148+ 0.75% |
$4.55K - $4.89K
|
19.8K
$654K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
70+ 0.28% |
$2.15K - $2.31K
|
25.3K
$832K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
70+ 0.8% |
$2.15K - $2.31K
|
8.81K
$290K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
64+ 0.23% |
$1.97K - $2.11K
|
28.4K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.85K - $1.98K
|
18.7K
$615K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.01% |
$1.72K - $1.85K
|
599K
$19.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
55+ 0.21% |
$1.69K - $1.82K
|
26.2K
$861K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
50+ 0.41% |
$1.54K - $1.65K
|
12.2K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
38+ 0.41% |
$1.17K - $1.25K
|
9.29K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.16% |
$954 - $1.02K
|
19.6K
$645K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
26+ 0.16% |
$800 - $858
|
15.8K
$522K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.28% |
$738 - $792
|
8.65K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19+ 0.28% |
$584 - $627
|
6.82K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.02% |
$400 - $429
|
79.9K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.22% |
$277 - $297
|
4.1K
$135K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$154 - $165
|
1.23K
$40.3K
|
|
| Q2 2025 | |||||||
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
2.41MNew |
$60.1M - $75.1M
|
2.41M
$79.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
2.07MNew |
$51.7M - $64.6M
|
2.07M
$68.3M
|
|