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 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5.65KNew |
$174K - $187K
|
5.65K
$186K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
BUY
|
- |
5.59K+ 2.52% |
$172K - $184K
|
227K
$7.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.27K+ 1.6% |
$162K - $174K
|
335K
$11M
|
|
|
Oct 20, 2025
Q3 2025
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5.2K+ 47.88% |
$160K - $172K
|
16.1K
$529K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.19K+ 107.65% |
$160K - $171K
|
10K
$330K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
5.1K+ 2.7% |
$157K - $168K
|
194K
$6.39M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.89K+ 1.1% |
$150K - $161K
|
451K
$14.8M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4.63K+ 1.5% |
$142K - $153K
|
314K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
4.32K+ 106.57% |
$133K - $142K
|
8.37K
$275K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.15K+ 6.9% |
$128K - $137K
|
64.3K
$2.12M
|
|
|
Oct 03, 2025
Q3 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.14K+ 15.23% |
$127K - $137K
|
31.3K
$1.03M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3.98KNew |
$122K - $131K
|
3.98K
$131K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
3.91K+ 0.91% |
$120K - $129K
|
435K
$14.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
3.46K+ 4.85% |
$106K - $114K
|
74.7K
$2.46M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.42K+ 10.18% |
$105K - $113K
|
37K
$1.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.39K+ 3.4% |
$104K - $112K
|
103K
$3.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.18K+ 28.93% |
$97.9K - $105K
|
14.2K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
3.18K+ 1.02% |
$97.7K - $105K
|
315K
$10.4M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
2.99K+ 0.28% |
$91.9K - $98.6K
|
1.07M
$35.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.91K+ 8.0% |
$89.6K - $96.1K
|
39.3K
$1.29M
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.7K+ 12.59% |
$83K - $89K
|
24.1K
$794K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
2.64K+ 0.07% |
$81.1K - $87K
|
3.85M
$127M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.39K+ 2.37% |
$73.6K - $79K
|
104K
$3.41M
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
2.05K+ 19.46% |
$63.1K - $67.7K
|
12.6K
$414K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.02K+ 0.43% |
$62.2K - $66.7K
|
475K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
1.91K+ 14.32% |
$58.8K - $63.1K
|
15.3K
$502K
|
|
|
Oct 10, 2025
Q3 2025
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.7K+ 21.94% |
$52.1K - $56K
|
9.42K
$310K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.66KNew |
$50.9K - $54.6K
|
1.66K
$54.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.61K+ 0.38% |
$49.6K - $53.2K
|
425K
$14M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.58K+ 4.91% |
$48.5K - $52.1K
|
33.7K
$1.11M
|
|
|
Oct 10, 2025
Q3 2025
|
Warburton Capital Management, LLC
Tulsa, OK |
BUY
|
- |
1.46K+ 1.26% |
$44.8K - $48.1K
|
117K
$3.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
1.35K+ 3.99% |
$41.4K - $44.4K
|
35.1K
$1.16M
|
|
|
Oct 16, 2025
Q3 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.12K+ 2.84% |
$34.5K - $37K
|
40.6K
$1.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
962+ 6.74% |
$29.6K - $31.8K
|
15.2K
$502K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
813+ 2.09% |
$25K - $26.8K
|
39.7K
$1.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
715+ 0.82% |
$22K - $23.6K
|
88.4K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
618+ 0.33% |
$19K - $20.4K
|
186K
$6.14M
|
|
|
Oct 10, 2025
Q3 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
618New |
$19K - $20.4K
|
618
$20.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
530+ 1.38% |
$16.3K - $17.5K
|
38.9K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
523+ 1.66% |
$16.1K - $17.3K
|
31.9K
$1.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
502+ 0.47% |
$15.4K - $16.6K
|
108K
$3.56M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
485+ 4.17% |
$14.9K - $16K
|
12.1K
$399K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
485+ 0.71% |
$14.9K - $16K
|
68.6K
$2.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
484+ 6.41% |
$14.9K - $16K
|
8.04K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
476+ 4.99% |
$14.6K - $15.7K
|
10K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
395+ 0.78% |
$12.2K - $13K
|
51K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
393+ 2.06% |
$12.1K - $13K
|
19.5K
$641K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
356+ 2.16% |
$11K - $11.8K
|
16.9K
$555K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
160New |
$4.92K - $5.28K
|
160
$5.27K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
148+ 0.75% |
$4.55K - $4.89K
|
19.8K
$654K
|