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 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.1K+ 2.11% |
$359K - $401K
|
685K
$18.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
14.1KNew |
$356K - $399K
|
14.1K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
13.9K+ 6.28% |
$353K - $395K
|
236K
$6.25M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8K+ 2.44% |
$350K - $392K
|
579K
$15.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.4K+ 2.88% |
$341K - $381K
|
480K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
13.3KNew |
$336K - $376K
|
13.3K
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13.2K+ 1.75% |
$335K - $375K
|
768K
$20.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
13.2K+ 44.74% |
$335K - $375K
|
42.7K
$1.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
12.9K+ 3.3% |
$328K - $367K
|
405K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.8KNew |
$324K - $362K
|
12.8K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
12.7K+ 2.41% |
$322K - $360K
|
539K
$14.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3KNew |
$312K - $349K
|
12.3K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.2K+ 2.13% |
$309K - $346K
|
584K
$15.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
12.2KNew |
$309K - $346K
|
12.2K
$323K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.9K+ 5127.9% |
$303K - $339K
|
12.2K
$323K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.6KNew |
$294K - $328K
|
11.6K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
11.2K+ 42.95% |
$285K - $319K
|
37.4K
$991K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 7.09% |
$284K - $318K
|
169K
$4.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
10.9K+ 6.48% |
$277K - $310K
|
180K
$4.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10.9K+ 4.81% |
$277K - $310K
|
238K
$6.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
10.6KNew |
$270K - $301K
|
10.6K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
10.3K+ 1.73% |
$261K - $292K
|
605K
$16M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.1K+ 5.2% |
$256K - $286K
|
204K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.69K+ 5.36% |
$220K - $246K
|
171K
$4.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
8.57K+ 28.05% |
$217K - $243K
|
39.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.52K+ 8.34% |
$216K - $242K
|
111K
$2.93M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8.51KNew |
$216K - $242K
|
8.51K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
BUY
|
- |
8.39K+ 2.31% |
$213K - $238K
|
372K
$9.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
8.38KNew |
$213K - $238K
|
8.38K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
8.18KNew |
$207K - $232K
|
8.18K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Citizens & Northern Corp
|
BUY
|
- |
8.06K+ 86.88% |
$204K - $229K
|
17.3K
$459K
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
8.02K+ 15.39% |
$203K - $228K
|
60.1K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.84K+ 5.97% |
$199K - $222K
|
139K
$3.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.62KNew |
$193K - $216K
|
7.62K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
7.36K+ 7.5% |
$187K - $209K
|
105K
$2.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
7.29K+ 6.37% |
$185K - $207K
|
122K
$3.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
7.23KNew |
$183K - $205K
|
7.23K
$192K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
6.48K+ 13.33% |
$164K - $184K
|
55.1K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.24K+ 1.45% |
$158K - $177K
|
437K
$11.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.2K+ 39.56% |
$157K - $176K
|
21.9K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.73K+ 3.62% |
$145K - $163K
|
164K
$4.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 87.31% |
$142K - $159K
|
12.1K
$319K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5KNew |
$127K - $142K
|
5K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.64K+ 24.2% |
$118K - $132K
|
23.8K
$631K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.55K+ 4.85% |
$115K - $129K
|
98.3K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.29K+ 3.4% |
$109K - $122K
|
130K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.05K+ 52.55% |
$103K - $115K
|
11.8K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.99K+ 7.55% |
$101K - $113K
|
56.8K
$1.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
3.95KNew |
$100K - $112K
|
3.95K
$105K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 2.92% |
$98.7K - $110K
|
137K
$3.63M
|