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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-659K- 29.77% |
$16.9M - $18.5M
|
1.55M
$43M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-587K- 22.77% |
$15M - $16.4M
|
1.99M
$55.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-257K- 7.21% |
$6.58M - $7.19M
|
3.3M
$91.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-256K- 96.13% |
$6.56M - $7.18M
|
10.3K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-226K- 9.4% |
$5.78M - $6.32M
|
2.17M
$60.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-188K- 13.8% |
$4.81M - $5.25M
|
1.17M
$32.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-151K- 5.71% |
$3.86M - $4.22M
|
2.49M
$69M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-125K- 9.26% |
$3.21M - $3.51M
|
1.23M
$34M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-113K- 8.76% |
$2.9M - $3.17M
|
1.18M
$32.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-75.7K- 11.02% |
$1.94M - $2.12M
|
611K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66.5K- 16.42% |
$1.7M - $1.86M
|
338K
$9.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-55.7K- 11.2% |
$1.43M - $1.56M
|
441K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-55.2K- 83.58% |
$1.41M - $1.55M
|
10.8K
$300K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-29.7K- 46.7% |
$760K - $831K
|
33.9K
$938K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-28K- 3.68% |
$716K - $783K
|
731K
$20.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-26.9K- 15.75% |
$689K - $754K
|
144K
$3.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.7K- 5.79% |
$633K - $692K
|
402K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-17K- 7.17% |
$437K - $477K
|
221K
$6.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-13.7K- 69.05% |
$350K - $383K
|
6.13K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 6.25% |
$256K - $280K
|
150K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-9.44K- 28.07% |
$242K - $264K
|
24.2K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.77K- 6.82% |
$225K - $245K
|
120K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-8.51K- 23.97% |
$218K - $238K
|
27K
$747K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 3.61% |
$195K - $213K
|
203K
$5.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.97K- 6.95% |
$153K - $167K
|
79.9K
$2.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-5.73K- 0.95% |
$147K - $160K
|
600K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.69K- 1.37% |
$146K - $159K
|
408K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.47K- 0.4% |
$140K - $153K
|
1.38M
$38.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.53K- 20.74% |
$116K - $127K
|
17.3K
$480K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-4.22K- 0.14% |
$108K - $118K
|
2.92M
$80.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.03K- 4.2% |
$103K - $113K
|
91.8K
$2.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.68K- 30.19% |
$94.2K - $103K
|
8.5K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Schubert & CO
|
SELL
|
- |
-3.64K- 4.69% |
$93.1K - $102K
|
73.9K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.22K- 16.21% |
$82.3K - $90K
|
16.6K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-3.14K- 13.94% |
$80.5K - $88K
|
19.4K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.97K- 0.33% |
$76K - $83.1K
|
898K
$24.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.65K- 22.01% |
$67.9K - $74.3K
|
9.4K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-2.41K- 46.85% |
$61.6K - $67.4K
|
2.73K
$75.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.33K- 38.42% |
$59.7K - $65.3K
|
3.74K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.3K- 2.99% |
$58.9K - $64.4K
|
74.7K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.07K- 3.17% |
$53.1K - $58K
|
63.3K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.77K- 1.13% |
$45.4K - $49.6K
|
154K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.67% |
$43.8K - $47.9K
|
62.3K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.67K- 1.51% |
$42.8K - $46.8K
|
109K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-1.56K- 5.65% |
$39.9K - $43.7K
|
26K
$721K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.52K- 5.81% |
$39K - $42.6K
|
24.6K
$682K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.43K- 13.5% |
$36.6K - $40K
|
9.16K
$254K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.18K- 8.32% |
$30.2K - $33K
|
13K
$360K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.16K- 11.11% |
$29.6K - $32.4K
|
9.25K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-821- 4.78% |
$21K - $23K
|
16.3K
$452K
|