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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 0.21% |
$2.55K - $2.74K
|
39K
$1.28M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
70+ 0.8% |
$2.15K - $2.31K
|
8.81K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
70+ 0.28% |
$2.15K - $2.31K
|
25.3K
$832K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
64+ 0.23% |
$1.97K - $2.11K
|
28.4K
$934K
|
|
|
Oct 22, 2025
Q3 2025
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
60+ 0.32% |
$1.85K - $1.98K
|
18.7K
$615K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
56+ 0.01% |
$1.72K - $1.85K
|
599K
$19.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
55+ 0.21% |
$1.69K - $1.82K
|
26.2K
$861K
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
50+ 0.41% |
$1.54K - $1.65K
|
12.2K
$402K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
38+ 0.41% |
$1.17K - $1.25K
|
9.29K
$306K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
31+ 0.16% |
$954 - $1.02K
|
19.6K
$645K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
26+ 0.16% |
$800 - $858
|
15.8K
$522K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
24+ 0.28% |
$738 - $792
|
8.65K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
19+ 0.28% |
$584 - $627
|
6.82K
$225K
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
13+ 0.02% |
$400 - $429
|
79.9K
$2.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
9+ 0.22% |
$277 - $297
|
4.1K
$135K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.41% |
$154 - $165
|
1.23K
$40.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1- 0.03% |
$30.8 - $33
|
3.81K
$125K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-22- 0.06% |
$677 - $726
|
34.7K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-62- 0.84% |
$1.91K - $2.05K
|
7.29K
$240K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-82- 0.24% |
$2.52K - $2.71K
|
34.5K
$1.14M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-146- 2.02% |
$4.49K - $4.82K
|
7.07K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-170- 1.21% |
$5.23K - $5.61K
|
13.9K
$457K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-289- 1.38% |
$8.89K - $9.54K
|
20.7K
$682K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-321- 2.12% |
$9.87K - $10.6K
|
14.8K
$488K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-536- 6.24% |
$16.5K - $17.7K
|
8.05K
$265K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-662- 3.13% |
$20.4K - $21.9K
|
20.5K
$675K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-774- 10.87% |
$23.8K - $25.5K
|
6.35K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-964- 2.67% |
$29.7K - $31.8K
|
35.1K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-964- 0.59% |
$29.7K - $31.8K
|
164K
$5.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-968- 1.53% |
$29.8K - $32K
|
62.1K
$2.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
SELL
|
- |
-980- 3.2% |
$30.1K - $32.3K
|
29.7K
$977K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.07K- 0.7% |
$33K - $35.5K
|
153K
$5.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.08K- 3.21% |
$33.1K - $35.6K
|
32.5K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.09K- 5.66% |
$33.6K - $36K
|
18.2K
$599K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.15K- 1.36% |
$35.4K - $38K
|
83.3K
$2.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.35K- 11.82% |
$41.5K - $44.5K
|
10.1K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.37K- 3.29% |
$42.2K - $45.3K
|
40.4K
$1.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-1.67K- 11.64% |
$51.5K - $55.3K
|
12.7K
$418K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-1.79K- 3.27% |
$55.2K - $59.2K
|
53K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Mc Grath & Associates, Inc.
Asheville, NC |
SELL
|
- |
-1.86K- 4.33% |
$57.2K - $61.3K
|
41.1K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.97K- 2.25% |
$60.6K - $65K
|
85.5K
$2.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
SELL
|
- |
-2.09K- 3.34% |
$64.4K - $69.1K
|
60.6K
$2M
|
|
|
Oct 31, 2025
Q3 2025
|
Gordian Advisors LLC
Tucson, AZ |
SELL
|
- |
-2.26K- 3.12% |
$69.5K - $74.6K
|
70.1K
$2.31M
|
|
|
Oct 31, 2025
Q3 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.38K- 14.58% |
$73.1K - $78.5K
|
13.9K
$459K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.56K- 8.81% |
$78.7K - $84.4K
|
26.5K
$871K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.13K- 0.66% |
$96.2K - $103K
|
472K
$15.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.72K- 4.11% |
$114K - $123K
|
86.8K
$2.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.16K- 2.96% |
$128K - $137K
|
136K
$4.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-5.25K- 6.43% |
$162K - $173K
|
76.5K
$2.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.96K- 6.73% |
$214K - $230K
|
96.3K
$3.17M
|