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 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
151K+ 13.66% |
$3.89M - $4.15M
|
1.26M
$33.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
56.1KNew |
$1.44M - $1.54M
|
56.1K
$1.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
32.9K+ 4.78% |
$846K - $902K
|
721K
$19.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
13.8K+ 1801.04% |
$356K - $380K
|
14.6K
$387K
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.2KNew |
$289K - $309K
|
11.2K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11K+ 17.16% |
$283K - $302K
|
75.2K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.33KNew |
$111K - $119K
|
4.33K
$115K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.9KNew |
$48.9K - $52.1K
|
1.9K
$50.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.56KNew |
$40.2K - $42.9K
|
1.56K
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
824New |
$21.2K - $22.6K
|
824
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
CALL |
800+ 800.0% |
$20.6K - $22K
|
900
$23.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
770New |
$19.8K - $21.1K
|
770
$20.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
443New |
$11.4K - $12.2K
|
443
$11.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
414+ 3.5% |
$10.7K - $11.4K
|
12.2K
$324K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
379New |
$9.75K - $10.4K
|
379
$10K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
337+ 36.31% |
$8.67K - $9.25K
|
1.27K
$33.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
245New |
$6.3K - $6.72K
|
245
$6.49K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
199+ 0.65% |
$5.12K - $5.46K
|
30.9K
$819K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
193New |
$4.97K - $5.3K
|
193
$5.11K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
65New |
$1.67K - $1.78K
|
65
$1.72K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
37+ 1.38% |
$952 - $1.02K
|
2.72K
$72.2K
|
|
| Q1 2024 | |||||||
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
74.2K+ 17.14% |
$1.83M - $1.99M
|
507K
$13.4M
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.4KNew |
$601K - $655K
|
24.4K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24KNew |
$591K - $644K
|
24K
$636K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.6K+ 11.86% |
$483K - $526K
|
185K
$4.9M
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
10.3KNew |
$254K - $277K
|
10.3K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$230K - $251K
|
9.35K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.87K+ 68.52% |
$169K - $184K
|
16.9K
$448K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
870+ 4.91% |
$21.4K - $23.3K
|
18.6K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
573New |
$14.1K - $15.4K
|
573
$15.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
187+ 2.23% |
$4.6K - $5.02K
|
8.57K
$227K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
180+ 2.17% |
$4.43K - $4.83K
|
8.49K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14+ 1400.0% |
$345 - $376
|
15
$398
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.48MNew |
$32.7M - $37.7M
|
1.48M
$39.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.5KNew |
$1.96M - $2.26M
|
88.5K
$2.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66.4K+ 3.1% |
$1.47M - $1.7M
|
2.21M
$58.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.9K+ 128.17% |
$1.24M - $1.43M
|
99.5K
$2.64M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
42.6K+ 6.98% |
$945K - $1.09M
|
653K
$17.3M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
16.3KNew |
$361K - $417K
|
16.3K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.3KNew |
$206K - $238K
|
9.3K
$247K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
7.55K+ 13.61% |
$167K - $193K
|
63K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 2.8% |
$82.1K - $94.6K
|
136K
$3.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.84K+ 291.27% |
$62.9K - $72.6K
|
3.81K
$101K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$52.4K - $60.4K
|
2.36K
$62.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23KNew |
$49.5K - $57.1K
|
2.23K
$59.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.12KNew |
$24.8K - $28.6K
|
1.12K
$29.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
417New |
$9.25K - $10.7K
|
417
$11.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$8.65K - $9.98K
|
390
$10.3K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
262New |
$5.81K - $6.7K
|
262
$6.94K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 1.7% |
$288 - $333
|
777
$20.6K
|
|