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 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11.1K+ 1.97% |
$342K - $367K
|
575K
$19.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.9K+ 79.06% |
$335K - $359K
|
24.7K
$823K
|
|
|
Nov 07, 2025
Q3 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
10.8K+ 1.57% |
$334K - $358K
|
702K
$23.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10.4K+ 43.56% |
$320K - $343K
|
34.2K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 2.75% |
$309K - $332K
|
376K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Evensky & Katz LLC
|
BUY
|
- |
9.79K+ 0.16% |
$301K - $323K
|
6.16M
$205M
|
|
|
Nov 04, 2025
Q3 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.57K+ 7.91% |
$294K - $316K
|
131K
$4.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.94KNew |
$275K - $295K
|
8.94K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
8.89KNew |
$274K - $294K
|
8.89K
$297K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.86K+ 6.75% |
$273K - $293K
|
140K
$4.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.8K+ 17.25% |
$271K - $290K
|
59.8K
$2M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.19K+ 2.95% |
$252K - $270K
|
286K
$9.54M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.02K+ 2.56% |
$247K - $265K
|
321K
$10.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.94K+ 14.41% |
$244K - $262K
|
63K
$2.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.78K+ 104.3% |
$239K - $257K
|
15.2K
$509K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.62K+ 49.77% |
$234K - $252K
|
22.9K
$765K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.55K+ 2.31% |
$232K - $249K
|
334K
$11.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.55K+ 6.22% |
$232K - $249K
|
129K
$4.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.36K+ 6.77% |
$226K - $243K
|
116K
$3.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.33K+ 29.64% |
$226K - $242K
|
32.1K
$1.07M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
7.24K+ 3.22% |
$223K - $239K
|
232K
$7.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.2KNew |
$222K - $238K
|
7.2K
$240K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.03K+ 7.3% |
$216K - $232K
|
103K
$3.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.99KNew |
$215K - $231K
|
6.99K
$233K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.7KNew |
$206K - $221K
|
6.7K
$224K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.67KNew |
$205K - $220K
|
6.67K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
American Investment Services, Inc.
|
BUY
|
- |
6.53K+ 1.88% |
$201K - $215K
|
354K
$11.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.36K+ 132.21% |
$196K - $210K
|
11.2K
$373K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.34K+ 3.56% |
$195K - $209K
|
184K
$6.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.3KNew |
$194K - $208K
|
6.3K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
6.22K+ 23.35% |
$191K - $205K
|
32.9K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.21K+ 50.37% |
$191K - $205K
|
18.5K
$619K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.2KNew |
$191K - $205K
|
6.2K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.01K+ 103.82% |
$185K - $198K
|
11.8K
$394K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.94K+ 0.42% |
$183K - $196K
|
1.41M
$47M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.92K+ 1.73% |
$182K - $196K
|
349K
$11.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.92K+ 15.56% |
$182K - $195K
|
44K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.85K+ 4.13% |
$180K - $193K
|
148K
$4.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.83K+ 1.75% |
$179K - $192K
|
339K
$11.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5.65KNew |
$174K - $187K
|
5.65K
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
5.59K+ 2.52% |
$172K - $184K
|
227K
$7.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.48K+ 15.7% |
$168K - $181K
|
40.4K
$1.35M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.27K+ 1.6% |
$162K - $174K
|
335K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 47.88% |
$160K - $172K
|
16.1K
$536K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.19K+ 107.65% |
$160K - $171K
|
10K
$334K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.89K+ 1.1% |
$150K - $161K
|
451K
$15M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.63K+ 1.5% |
$142K - $153K
|
314K
$10.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.58K+ 0.79% |
$141K - $151K
|
585K
$19.5M
|
|
|
Nov 12, 2025
Q3 2025
|
United Wealth Management, LLC
Charlottesville, VA |
BUY
|
- |
4.51K+ 0.47% |
$139K - $149K
|
955K
$31.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
4.5K+ 9.25% |
$138K - $148K
|
53.1K
$1.77M
|
|