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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
24.4KNew |
$601K - $655K
|
24.4K
$671K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24KNew |
$591K - $644K
|
24K
$660K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
19.6K+ 11.86% |
$483K - $526K
|
185K
$5.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
9.35KNew |
$230K - $251K
|
9.35K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.87K+ 68.52% |
$169K - $184K
|
16.9K
$465K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
870+ 4.91% |
$21.4K - $23.3K
|
18.6K
$511K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
573New |
$14.1K - $15.4K
|
573
$15.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
187+ 2.23% |
$4.6K - $5.02K
|
8.57K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
180+ 2.17% |
$4.43K - $4.83K
|
8.49K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14+ 1400.0% |
$345 - $376
|
15
$413
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.48MNew |
$32.7M - $37.7M
|
1.48M
$40.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
88.5KNew |
$1.96M - $2.26M
|
88.5K
$2.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
66.4K+ 3.1% |
$1.47M - $1.7M
|
2.21M
$60.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
55.9K+ 128.17% |
$1.24M - $1.43M
|
99.5K
$2.74M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
42.6K+ 6.98% |
$945K - $1.09M
|
653K
$18M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
16.3KNew |
$361K - $417K
|
16.3K
$448K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.3KNew |
$206K - $238K
|
9.3K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.7K+ 2.8% |
$82.1K - $94.6K
|
136K
$3.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.84K+ 291.27% |
$62.9K - $72.6K
|
3.81K
$105K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.36KNew |
$52.4K - $60.4K
|
2.36K
$64.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.23KNew |
$49.5K - $57.1K
|
2.23K
$61.4K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.12KNew |
$24.8K - $28.6K
|
1.12K
$30.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
417New |
$9.25K - $10.7K
|
417
$11.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
390New |
$8.65K - $9.98K
|
390
$10.7K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
262New |
$5.81K - $6.7K
|
262
$7.21K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
13+ 1.7% |
$288 - $333
|
777
$21.4K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115K+ 53.0% |
$2.68M - $2.9M
|
333K
$9.15M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
44.6K+ 6.82% |
$1.04M - $1.12M
|
699K
$19.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
33KNew |
$767K - $831K
|
33K
$908K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2KNew |
$46.4K - $50.2K
|
2K
$54.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43KNew |
$33.2K - $36K
|
1.43K
$39.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.13KNew |
$26.2K - $28.3K
|
1.13K
$31K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
957New |
$22.3K - $24.1K
|
957
$26.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
504New |
$11.7K - $12.7K
|
504
$13.9K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
262New |
$6.09K - $6.59K
|
262
$7.21K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
124New |
$2.88K - $3.12K
|
124
$3.41K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
766K+ 22.15% |
$18M - $19.1M
|
4.22M
$116M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
432KNew |
$10.1M - $10.7M
|
432K
$11.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
147K+ 7.1% |
$3.44M - $3.65M
|
2.21M
$60.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
12.3KNew |
$287K - $305K
|
12.3K
$337K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$3.49K - $3.71K
|
149
$4.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
18+ 4.34% |
$422 - $448
|
433
$11.9K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
67KNew |
$1.51M - $1.65M
|
67K
$1.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
9.23K+ 60.92% |
$208K - $227K
|
24.4K
$670K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
9.04K+ 55.36% |
$203K - $223K
|
25.4K
$698K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.4KNew |
$99K - $108K
|
4.4K
$121K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.11KNew |
$47.5K - $52.1K
|
2.11K
$58.1K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.99KNew |
$44.7K - $48.9K
|
1.99K
$54.6K
|
|
| Q4 2022 | |||||||
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
282KNew |
$5.38M - $6.5M
|
282K
$7.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
49.5KNew |
$943K - $1.14M
|
49.5K
$1.36M
|
|