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 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115K+ 53.0% |
$2.68M - $2.9M
|
333K
$8.82M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44.6K+ 6.82% |
$1.04M - $1.12M
|
699K
$18.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
33KNew |
$767K - $831K
|
33K
$875K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$46.4K - $50.2K
|
2K
$52.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43KNew |
$33.2K - $36K
|
1.43K
$37.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13KNew |
$26.2K - $28.3K
|
1.13K
$29.8K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
957New |
$22.3K - $24.1K
|
957
$25.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
504New |
$11.7K - $12.7K
|
504
$13.4K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
262New |
$6.09K - $6.59K
|
262
$6.94K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$2.88K - $3.12K
|
124
$3.29K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
766K+ 22.15% |
$18M - $19.1M
|
4.22M
$112M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
432KNew |
$10.1M - $10.7M
|
432K
$11.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
147K+ 7.1% |
$3.44M - $3.65M
|
2.21M
$58.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$287K - $305K
|
12.3K
$325K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$3.49K - $3.71K
|
149
$3.95K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.34% |
$422 - $448
|
433
$11.5K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
67KNew |
$1.51M - $1.65M
|
67K
$1.78M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.23K+ 60.92% |
$208K - $227K
|
24.4K
$646K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.04K+ 55.36% |
$203K - $223K
|
25.4K
$673K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.4KNew |
$99K - $108K
|
4.4K
$117K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.11KNew |
$47.5K - $52.1K
|
2.11K
$56K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.99KNew |
$44.7K - $48.9K
|
1.99K
$52.6K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
282KNew |
$5.38M - $6.5M
|
282K
$7.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
49.5KNew |
$943K - $1.14M
|
49.5K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
40.9KNew |
$780K - $942K
|
40.9K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
25.8K+ 245.73% |
$491K - $593K
|
36.2K
$960K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
20.8KNew |
$395K - $478K
|
20.8K
$550K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
12.6K+ 121.79% |
$240K - $290K
|
23K
$608K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.01KNew |
$19.2K - $23.2K
|
1.01K
$26.7K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13.3KNew |
$253K - $307K
|
13.3K
$352K
|
|
| Q2 2022 | |||||||
|
Jul 19, 2022
Q2 2022
|
Chico Wealth Ria
|
BUY
|
- |
178KNew |
$3.79M - $4.48M
|
178K
$4.71M
|
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
51KNew |
$1.09M - $1.28M
|
51K
$1.35M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
17.1KNew |
$365K - $431K
|
17.1K
$453K
|
|
|
Aug 08, 2022
Q2 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
3KNew |
$64.1K - $75.6K
|
3K
$79.5K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.96M - $10.2M
|
400K
$10.6M
|
|