Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
30.6KNew |
$782K - $882K
|
30.6K
$956K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
29.5K+ 15.18% |
$755K - $851K
|
224K
$7M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
29.4K+ 7.61% |
$750K - $845K
|
415K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3K+ 4.84% |
$749K - $844K
|
635K
$19.8M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
28.9K+ 334.56% |
$737K - $831K
|
37.5K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
28.4K+ 10.17% |
$725K - $818K
|
308K
$9.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
28.3K+ 48.28% |
$724K - $816K
|
87K
$2.72M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
27.2K+ 6.25% |
$695K - $783K
|
462K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26.6KNew |
$680K - $767K
|
26.6K
$831K
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
24.6K+ 6.0% |
$628K - $708K
|
434K
$13.5M
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
24.5K+ 3.77% |
$625K - $705K
|
674K
$21M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
24.3K+ 4.53% |
$622K - $701K
|
562K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
24.3K+ 5.94% |
$620K - $698K
|
433K
$13.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
23.8K+ 6.76% |
$607K - $684K
|
376K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
23.7K+ 7.83% |
$605K - $681K
|
326K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
23.6K+ 1.88% |
$602K - $678K
|
1.27M
$39.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
23.4KNew |
$597K - $673K
|
23.4K
$730K
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
23.3K+ 8.32% |
$594K - $670K
|
303K
$9.45M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
23.2KNew |
$591K - $667K
|
23.2K
$723K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22.6K+ 8.09% |
$578K - $652K
|
303K
$9.44M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
22.5K+ 3.78% |
$574K - $647K
|
617K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.8K+ 34.22% |
$558K - $629K
|
85.7K
$2.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
20.7K+ 3.66% |
$529K - $597K
|
587K
$18.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
20.1KNew |
$513K - $578K
|
20.1K
$626K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20K+ 12.82% |
$512K - $577K
|
176K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
19.6K+ 5.43% |
$501K - $565K
|
381K
$11.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
19.2KNew |
$489K - $551K
|
19.2K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
19.1KNew |
$489K - $551K
|
19.1K
$597K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
18.7KNew |
$478K - $538K
|
18.7K
$584K
|
|
|
May 07, 2025
Q1 2025
|
Schubert & CO
|
BUY
|
- |
18.5K+ 25.07% |
$473K - $533K
|
92.4K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
18.3K+ 5.56% |
$468K - $527K
|
348K
$10.9M
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
17.5K+ 2.06% |
$447K - $504K
|
867K
$27M
|
|
|
May 01, 2025
Q1 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
17.2K+ 4.63% |
$439K - $494K
|
388K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
16.8K+ 1.31% |
$430K - $484K
|
1.3M
$40.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.4KNew |
$418K - $471K
|
16.4K
$511K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
16.1K+ 25.05% |
$411K - $463K
|
80.3K
$2.51M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.8K+ 4.64% |
$405K - $456K
|
357K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.4KNew |
$394K - $444K
|
15.4K
$481K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
15KNew |
$383K - $432K
|
15K
$468K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
14.9KNew |
$380K - $428K
|
14.9K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
14.6KNew |
$373K - $421K
|
14.6K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.4KNew |
$368K - $415K
|
14.4K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1K+ 15.35% |
$360K - $406K
|
106K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.6K+ 1.15% |
$346K - $391K
|
1.19M
$37.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
13.6KNew |
$346K - $390K
|
13.6K
$423K
|
|
|
Apr 23, 2025
Q1 2025
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
13.5K+ 2.11% |
$346K - $390K
|
656K
$20.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.5K+ 6.81% |
$344K - $387K
|
211K
$6.58M
|
|
|
May 13, 2025
Q1 2025
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
12.8K+ 92.49% |
$327K - $369K
|
26.6K
$831K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
11.9K+ 50.07% |
$303K - $342K
|
35.6K
$1.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.6K+ 12.47% |
$297K - $335K
|
105K
$3.28M
|