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 10, 2025
Q3 2025
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
22.6K+ 5.11% |
$696K - $747K
|
465K
$15.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
22.4K+ 13.73% |
$690K - $741K
|
186K
$6.12M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
22.2K+ 274.5% |
$682K - $732K
|
30.2K
$996K
|
|
|
Oct 02, 2025
Q3 2025
|
Helen Stephens Group, LLC
|
BUY
|
- |
22.1K+ 1.69% |
$679K - $729K
|
1.33M
$43.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
BUY
|
- |
21.1K+ 2.41% |
$651K - $698K
|
899K
$29.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
20.9K+ 5.42% |
$643K - $690K
|
407K
$13.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
20.4KNew |
$628K - $674K
|
20.4K
$672K
|
|
|
Oct 02, 2025
Q3 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
18.2K+ 4.28% |
$559K - $600K
|
443K
$14.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
BUY
|
- |
17.9K+ 18.87% |
$550K - $591K
|
113K
$3.71M
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
17.9K+ 17.62% |
$550K - $591K
|
119K
$3.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
17.1K+ 3.59% |
$526K - $564K
|
493K
$16.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
16.7K+ 5.23% |
$515K - $552K
|
337K
$11.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
16.5K+ 17.6% |
$508K - $545K
|
110K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
16.3K+ 3.11% |
$500K - $537K
|
539K
$17.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
15.5K+ 3.68% |
$476K - $511K
|
436K
$14.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
BUY
|
- |
15K+ 3.79% |
$461K - $495K
|
410K
$13.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Applied Capital LLC
|
BUY
|
- |
13.5K+ 3.04% |
$415K - $446K
|
458K
$15.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
13.5K+ 2.74% |
$414K - $445K
|
504K
$16.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.2KNew |
$407K - $437K
|
13.2K
$436K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12.7K+ 98.45% |
$392K - $420K
|
25.7K
$845K
|
|
|
Oct 24, 2025
Q3 2025
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
12.6K+ 1.79% |
$389K - $418K
|
719K
$23.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
12.3KNew |
$378K - $406K
|
12.3K
$405K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$370K - $397K
|
12K
$396K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
11.6K+ 15.74% |
$357K - $383K
|
85.2K
$2.81M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
11.4K+ 65.44% |
$351K - $377K
|
28.8K
$950K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 7.85% |
$342K - $367K
|
153K
$5.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
10.4K+ 43.56% |
$320K - $343K
|
34.2K
$1.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 2.75% |
$309K - $332K
|
376K
$12.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
9.57K+ 7.91% |
$294K - $316K
|
131K
$4.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
8.89KNew |
$274K - $294K
|
8.89K
$293K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.86K+ 6.75% |
$273K - $293K
|
140K
$4.62M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.8K+ 17.25% |
$271K - $290K
|
59.8K
$1.97M
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
8.19K+ 2.95% |
$252K - $270K
|
286K
$9.41M
|
|
|
Oct 23, 2025
Q3 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
8.02K+ 2.56% |
$247K - $265K
|
321K
$10.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
7.78K+ 104.3% |
$239K - $257K
|
15.2K
$502K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.62K+ 49.77% |
$234K - $252K
|
22.9K
$755K
|
|
|
Oct 14, 2025
Q3 2025
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
7.55K+ 2.31% |
$232K - $249K
|
334K
$11M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.55K+ 6.22% |
$232K - $249K
|
129K
$4.24M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.36K+ 6.77% |
$226K - $243K
|
116K
$3.82M
|
|
|
Nov 03, 2025
Q3 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
7.33K+ 29.64% |
$226K - $242K
|
32.1K
$1.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.2KNew |
$222K - $238K
|
7.2K
$237K
|
|
|
Oct 22, 2025
Q3 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.03K+ 7.3% |
$216K - $232K
|
103K
$3.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
6.7KNew |
$206K - $221K
|
6.7K
$221K
|
|
|
Oct 06, 2025
Q3 2025
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
6.34K+ 3.56% |
$195K - $209K
|
184K
$6.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6.3KNew |
$194K - $208K
|
6.3K
$207K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
6.21K+ 50.37% |
$191K - $205K
|
18.5K
$611K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
6.2KNew |
$191K - $205K
|
6.2K
$204K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.01K+ 103.82% |
$185K - $198K
|
11.8K
$388K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.85K+ 4.13% |
$180K - $193K
|
148K
$4.86M
|
|
|
Oct 14, 2025
Q3 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
BUY
|
- |
5.83K+ 1.75% |
$179K - $192K
|
339K
$11.2M
|