Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.15MNew |
$35.3M - $37.9M
|
1.15M
$37.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
582K+ 35.95% |
$17.9M - $19.2M
|
2.2M
$72.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
572K+ 3.58% |
$17.6M - $18.9M
|
16.5M
$545M
|
|
|
Oct 14, 2025
Q3 2025
|
Quantum Financial Planning Services, Inc.
Spokane, WA |
BUY
|
- |
554KNew |
$17.1M - $18.3M
|
554K
$18.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
300K+ 8.24% |
$9.24M - $9.92M
|
3.95M
$130M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
220K+ 9.65% |
$6.76M - $7.25M
|
2.5M
$82.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
BUY
|
- |
219KNew |
$6.75M - $7.24M
|
219K
$7.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
190K+ 8.4% |
$5.85M - $6.28M
|
2.45M
$80.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
165K+ 6.49% |
$5.08M - $5.45M
|
2.71M
$89.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
163KNew |
$5M - $5.37M
|
163K
$5.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
153K+ 236.1% |
$4.69M - $5.04M
|
217K
$7.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
141K+ 7.07% |
$4.34M - $4.65M
|
2.14M
$70.3M
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
120KNew |
$3.68M - $3.95M
|
120K
$3.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
80.3K+ 4.26% |
$2.47M - $2.65M
|
1.96M
$64.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
80.3K+ 6.68% |
$2.47M - $2.65M
|
1.28M
$42.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
79.4KNew |
$2.44M - $2.62M
|
79.4K
$2.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Straight Path Wealth Management
|
BUY
|
- |
72.2K+ 8.23% |
$2.22M - $2.38M
|
950K
$31.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
71.9K+ 7.4% |
$2.21M - $2.37M
|
1.04M
$34.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
70.5KNew |
$2.17M - $2.33M
|
70.5K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
64.4K+ 6.58% |
$1.98M - $2.13M
|
1.04M
$34.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
58.4K+ 392.71% |
$1.8M - $1.93M
|
73.2K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
56.1K+ 7.79% |
$1.73M - $1.85M
|
777K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
55K+ 4.02% |
$1.69M - $1.82M
|
1.42M
$46.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
49.3K+ 82.48% |
$1.52M - $1.63M
|
109K
$3.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
48.4K+ 4.57% |
$1.49M - $1.6M
|
1.11M
$36.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
48.3K+ 5.36% |
$1.48M - $1.59M
|
948K
$31.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
47.7K+ 12.23% |
$1.47M - $1.57M
|
438K
$14.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47.7K+ 2.7% |
$1.47M - $1.57M
|
1.82M
$59.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
46.4K+ 22.88% |
$1.43M - $1.53M
|
249K
$8.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46.3K+ 15.27% |
$1.42M - $1.53M
|
349K
$11.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
42.2K+ 2.75% |
$1.3M - $1.39M
|
1.58M
$52M
|
|
|
Oct 27, 2025
Q3 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
38.4K+ 9.93% |
$1.18M - $1.27M
|
425K
$14M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
35.3K+ 2.83% |
$1.09M - $1.17M
|
1.28M
$42.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
34.5K+ 4.59% |
$1.06M - $1.14M
|
785K
$25.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
29.5K+ 6.42% |
$909K - $975K
|
490K
$16.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
29.1K+ 2.76% |
$894K - $959K
|
1.08M
$35.6M
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
BUY
|
- |
29K+ 6.41% |
$893K - $958K
|
482K
$15.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
29K+ 3.28% |
$892K - $957K
|
912K
$30M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
28.7K+ 41.61% |
$884K - $949K
|
97.8K
$3.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
28.2K+ 3.44% |
$869K - $932K
|
850K
$28M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27.2K+ 52.66% |
$838K - $899K
|
79K
$2.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
26.9K+ 65.35% |
$827K - $888K
|
68.1K
$2.24M
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
25.3K+ 5.66% |
$779K - $836K
|
473K
$15.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
25KNew |
$770K - $826K
|
25K
$824K
|
|
|
Oct 24, 2025
Q3 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
24.2K+ 25.16% |
$745K - $799K
|
120K
$3.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.7K+ 4.48% |
$730K - $783K
|
553K
$18.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
23.7K+ 2.4% |
$729K - $783K
|
1.01M
$33.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
23.5K+ 55.56% |
$723K - $776K
|
65.8K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Scratch Capital LLC
Boise, ID |
BUY
|
- |
23.2K+ 5.8% |
$713K - $766K
|
423K
$13.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
22.6K+ 5.11% |
$696K - $747K
|
465K
$15.3M
|