Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-173K- 2.74% |
$4.33M - $5.4M
|
6.15M
$192M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63.2K- 6.33% |
$1.58M - $1.97M
|
935K
$29.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-44.3K- 1.14% |
$1.1M - $1.38M
|
3.84M
$120M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-44.1K- 10.16% |
$1.1M - $1.37M
|
390K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-42.5K- 16.09% |
$1.06M - $1.32M
|
221K
$6.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-40.1K- 8.03% |
$1M - $1.25M
|
459K
$14.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-37.7K- 63.76% |
$940K - $1.17M
|
21.4K
$671K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30.4K- 2.38% |
$759K - $948K
|
1.25M
$39M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-26K- 8.85% |
$648K - $809K
|
268K
$8.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-25.7K- 1.65% |
$642K - $802K
|
1.54M
$48.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-24.9K- 6.01% |
$620K - $774K
|
389K
$12.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-21.1K- 38.52% |
$527K - $658K
|
33.7K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-17.2K- 5.0% |
$428K - $534K
|
326K
$10.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-16.2K- 3.62% |
$403K - $504K
|
431K
$13.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-15.9K- 1.04% |
$396K - $495K
|
1.51M
$47.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-15.1K- 4.34% |
$377K - $471K
|
333K
$10.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-15K- 2.28% |
$373K - $466K
|
641K
$20.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-14.7K- 8.2% |
$367K - $458K
|
165K
$5.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-12.9K- 40.05% |
$321K - $401K
|
19.3K
$604K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-12.7K- 9.49% |
$317K - $396K
|
121K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 30.28% |
$292K - $365K
|
27K
$845K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-11.2K- 7.31% |
$279K - $348K
|
142K
$4.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.4K- 1.29% |
$260K - $325K
|
798K
$25M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-10.3K- 6.83% |
$256K - $320K
|
140K
$4.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Applied Capital LLC
|
SELL
|
- |
-10.1K- 2.21% |
$251K - $313K
|
445K
$13.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-7.51K- 0.42% |
$187K - $234K
|
1.77M
$55.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.4K- 0.74% |
$159K - $199K
|
860K
$26.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.39K- 0.87% |
$159K - $199K
|
728K
$22.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-5.23K- 8.7% |
$130K - $163K
|
54.8K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-4.58K- 1.37% |
$114K - $143K
|
330K
$10.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
SELL
|
- |
-3.77K- 32.8% |
$94K - $117K
|
7.73K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.29K- 3.75% |
$82K - $102K
|
84.5K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-3.06K- 21.13% |
$76.3K - $95.3K
|
11.4K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.84K- 17.35% |
$70.7K - $88.3K
|
13.5K
$423K
|
|
|
Jul 15, 2025
Q2 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.24K- 13.48% |
$55.9K - $69.8K
|
14.4K
$450K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.94K- 71.4% |
$48.4K - $60.5K
|
778
$24.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.76K- 8.46% |
$43.9K - $54.9K
|
19.1K
$597K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.67K- 1.63% |
$41.7K - $52.1K
|
101K
$3.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.51K- 4.48% |
$37.6K - $46.9K
|
32.1K
$1.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 1.18% |
$30.9K - $38.6K
|
103K
$3.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.2K- 19.91% |
$29.9K - $37.3K
|
4.82K
$151K
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-869- 2.21% |
$21.7K - $27.1K
|
38.4K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-719- 8.01% |
$17.9K - $22.4K
|
8.26K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-711- 4.35% |
$17.7K - $22.1K
|
15.7K
$490K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-515- 4.24% |
$12.8K - $16K
|
11.6K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-279- 0.62% |
$6.96K - $8.69K
|
44.5K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-271- 3.62% |
$6.76K - $8.44K
|
7.22K
$226K
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-98- 0.49% |
$2.44K - $3.05K
|
19.7K
$617K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 0.08% |
$74.8 - $93.4
|
3.81K
$119K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$24.9 - $31.2
|
10.4K
$326K
|