Purchases and Sales Made in Q4 2024 in Dimensional ETF Tr Dimensional (DFIC)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIC) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
925K+ 49.29% |
$23.7M - $25.9M
|
2.8M
$72.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
324KNew |
$8.3M - $9.07M
|
324K
$8.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
218K+ 12.47% |
$5.58M - $6.1M
|
1.96M
$51.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159K+ 16.02% |
$4.07M - $4.45M
|
1.15M
$30M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
133K+ 24.65% |
$3.42M - $3.74M
|
675K
$17.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.5K+ 11.88% |
$2.06M - $2.25M
|
758K
$19.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79.7K+ 25.71% |
$2.04M - $2.23M
|
390K
$10.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
59.1KNew |
$1.51M - $1.65M
|
59.1K
$1.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
50.8K+ 6.31% |
$1.3M - $1.42M
|
856K
$22.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
44K+ 6.69% |
$1.13M - $1.23M
|
702K
$18.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
36.8K+ 4.53% |
$943K - $1.03M
|
849K
$22.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
33.7K+ 4.54% |
$863K - $944K
|
777K
$20.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
BUY
|
- |
29.1K+ 8.14% |
$744K - $814K
|
386K
$10M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27.8K+ 7.4% |
$711K - $778K
|
403K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
22.3K+ 6.37% |
$571K - $624K
|
372K
$9.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19K+ 1.55% |
$486K - $531K
|
1.24M
$32.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 70.88% |
$351K - $384K
|
33.1K
$860K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5KNew |
$347K - $379K
|
13.5K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.3K+ 93.56% |
$342K - $374K
|
27.6K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.12KNew |
$157K - $171K
|
6.12K
$159K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
3.33K+ 4.19% |
$85.3K - $93.3K
|
82.9K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.14K+ 3.49% |
$29.1K - $31.8K
|
33.6K
$874K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
620+ 0.34% |
$15.9K - $17.4K
|
184K
$4.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500+ 12.5% |
$12.8K - $14K
|
4.5K
$117K
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
486+ 1.28% |
$12.4K - $13.6K
|
38.5K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
325+ 0.1% |
$8.32K - $9.1K
|
331K
$8.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
299+ 3.42% |
$7.66K - $8.37K
|
9.05K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
224+ 1.82% |
$5.74K - $6.27K
|
12.5K
$326K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
102+ 0.51% |
$2.61K - $2.86K
|
19.9K
$519K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
71+ 0.78% |
$1.82K - $1.99K
|
9.19K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-31- 0.14% |
$794 - $868
|
21.9K
$569K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-821- 4.78% |
$21K - $23K
|
16.3K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.71K- 2.67% |
$43.8K - $47.9K
|
62.3K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-3.22K- 16.21% |
$82.3K - $90K
|
16.6K
$432K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.77K- 6.82% |
$225K - $245K
|
120K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-20.9K- 3.87% |
$535K - $585K
|
519K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-24.7K- 5.79% |
$633K - $692K
|
402K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-188K- 13.8% |
$4.81M - $5.25M
|
1.17M
$30.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-659K- 29.77% |
$16.9M - $18.5M
|
1.55M
$40.4M
|