Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
392K+ 12.04% |
$9.77M - $12.2M
|
3.65M
$114M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
210K+ 26.98% |
$5.24M - $6.55M
|
989K
$30.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
112K+ 13.08% |
$2.8M - $3.5M
|
972K
$30.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
51.6K+ 16.78% |
$1.29M - $1.61M
|
359K
$11.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
36.1K+ 8.27% |
$900K - $1.12M
|
473K
$14.7M
|
|
|
Jul 02, 2025
Q2 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
28.4K+ 2.22% |
$709K - $886K
|
1.31M
$40.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27.4K+ 6.34% |
$684K - $855K
|
460K
$14.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
23.9KNew |
$595K - $743K
|
23.9K
$744K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
21K+ 26.01% |
$523K - $653K
|
102K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
16.7K+ 30.68% |
$417K - $521K
|
71.3K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
10.3KNew |
$257K - $320K
|
10.3K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
9.39K+ 2.26% |
$234K - $293K
|
425K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.14K+ 9.5% |
$203K - $254K
|
93.8K
$2.93M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.08KNew |
$201K - $252K
|
8.08K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
7.97KNew |
$199K - $248K
|
7.97K
$249K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
7.35KNew |
$183K - $229K
|
7.35K
$230K
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.67K+ 15.61% |
$91.6K - $114K
|
27.2K
$849K
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
1.07K+ 1.2% |
$26.7K - $33.4K
|
90.5K
$2.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
52+ 0.69% |
$1.3K - $1.62K
|
7.55K
$236K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
26+ 0.64% |
$648 - $810
|
4.09K
$128K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 1.4% |
$374 - $467
|
1.09K
$34K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1- 0.01% |
$24.9 - $31.2
|
10.4K
$325K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 1.18% |
$30.9K - $38.6K
|
103K
$3.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.4K- 0.74% |
$159K - $199K
|
860K
$26.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-10.4K- 1.29% |
$260K - $325K
|
798K
$24.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-12.9K- 40.05% |
$321K - $401K
|
19.3K
$602K
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-24.9K- 6.01% |
$620K - $774K
|
389K
$12.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-37.7K- 63.76% |
$940K - $1.17M
|
21.4K
$668K
|