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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.36K+ 0.71% |
$138K - $147K
|
755K
$20.2M
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5.08K+ 20.17% |
$131K - $139K
|
30.2K
$810K
|
|
|
Aug 01, 2024
Q2 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
5.04K+ 19.77% |
$130K - $138K
|
30.6K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.56K+ 41.09% |
$117K - $125K
|
15.7K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.33KNew |
$111K - $119K
|
4.33K
$116K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.91K+ 154.69% |
$101K - $107K
|
6.44K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.78K+ 1.73% |
$97.2K - $104K
|
222K
$5.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
3.24K+ 40.0% |
$83.4K - $88.9K
|
11.3K
$304K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.18K+ 39.8% |
$81.9K - $87.4K
|
11.2K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.95K+ 0.35% |
$76K - $81.1K
|
853K
$22.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
2.9K+ 13.09% |
$74.7K - $79.7K
|
25.1K
$672K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$48.9K - $52.1K
|
1.9K
$50.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.83K+ 5.81% |
$47K - $50.2K
|
33.3K
$892K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1.82K+ 3.62% |
$46.9K - $50K
|
52.1K
$1.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$40.2K - $42.9K
|
1.56K
$41.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.06K+ 9.75% |
$27.4K - $29.2K
|
12K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
999+ 11.04% |
$25.7K - $27.4K
|
10.1K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
898+ 70.38% |
$23.1K - $24.6K
|
2.17K
$58.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
876+ 7.3% |
$22.5K - $24K
|
12.9K
$345K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
824New |
$21.2K - $22.6K
|
824
$22.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
800+ 800.0% |
$20.6K - $22K
|
900
$24.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
770New |
$19.8K - $21.1K
|
770
$20.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
713+ 0.77% |
$18.3K - $19.6K
|
93.8K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
443New |
$11.4K - $12.2K
|
443
$11.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
414+ 3.5% |
$10.7K - $11.4K
|
12.2K
$328K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
379New |
$9.75K - $10.4K
|
379
$10.1K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
337+ 36.31% |
$8.67K - $9.25K
|
1.27K
$33.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
334+ 2.17% |
$8.59K - $9.16K
|
15.7K
$421K
|
|
|
Jul 24, 2024
Q2 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
311+ 1.38% |
$8K - $8.53K
|
22.8K
$611K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
245New |
$6.3K - $6.72K
|
245
$6.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
220+ 0.38% |
$5.66K - $6.04K
|
58.2K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
216+ 270.0% |
$5.56K - $5.93K
|
296
$7.93K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
199+ 0.65% |
$5.12K - $5.46K
|
30.9K
$827K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
193New |
$4.97K - $5.3K
|
193
$5.17K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
150+ 1.09% |
$3.86K - $4.12K
|
14K
$374K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
143+ 0.03% |
$3.68K - $3.92K
|
571K
$15.3M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$1.67K - $1.78K
|
65
$1.74K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
62+ 9.63% |
$1.6K - $1.7K
|
706
$18.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 1.38% |
$952 - $1.02K
|
2.72K
$72.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 1.4% |
$463 - $494
|
1.3K
$34.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
5+ 0.05% |
$129 - $137
|
9.17K
$245K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.01% |
$25.7 - $27.4
|
13.1K
$350K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
74.2K+ 17.14% |
$1.83M - $1.99M
|
507K
$13.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
30K+ 79.51% |
$739K - $805K
|
67.7K
$1.81M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.4KNew |
$601K - $655K
|
24.4K
$654K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24KNew |
$591K - $644K
|
24K
$643K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.6K+ 11.86% |
$483K - $526K
|
185K
$4.95M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
BUY
|
- |
17.2KNew |
$422K - $460K
|
17.2K
$460K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
13.9K+ 3.52% |
$343K - $374K
|
410K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
12.8K+ 6.0% |
$316K - $344K
|
227K
$6.08M
|
|