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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
171KNew |
$4.37M - $4.78M
|
171K
$4.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
167KNew |
$4.27M - $4.67M
|
167K
$4.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
165KNew |
$4.22M - $4.62M
|
165K
$4.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
164KNew |
$4.2M - $4.59M
|
164K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
159K+ 16.02% |
$4.07M - $4.45M
|
1.15M
$32.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
156KNew |
$4M - $4.38M
|
156K
$4.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
156K+ 9.26% |
$4M - $4.37M
|
1.84M
$52M
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
149K+ 4.75% |
$3.81M - $4.16M
|
3.28M
$92.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
146KNew |
$3.75M - $4.1M
|
146K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
145K+ 7.04% |
$3.71M - $4.05M
|
2.2M
$62.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
144K+ 6.29% |
$3.68M - $4.02M
|
2.43M
$68.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
133K+ 24.65% |
$3.42M - $3.74M
|
675K
$19M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
132K+ 10.15% |
$3.38M - $3.69M
|
1.43M
$40.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
131K+ 8.01% |
$3.36M - $3.68M
|
1.77M
$50M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
123K+ 10.39% |
$3.15M - $3.45M
|
1.31M
$36.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
BUY
|
- |
122KNew |
$3.14M - $3.43M
|
122K
$3.46M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
119KNew |
$3.04M - $3.32M
|
119K
$3.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Millburn Ridgefield Corp
|
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$49.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
114K+ 6.99% |
$2.93M - $3.2M
|
1.75M
$49.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
111K+ 11.74% |
$2.84M - $3.11M
|
1.06M
$29.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
110K+ 29.94% |
$2.83M - $3.09M
|
479K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
110K+ 29.65% |
$2.82M - $3.09M
|
482K
$13.6M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
109KNew |
$2.8M - $3.06M
|
109K
$3.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
108K+ 125.05% |
$2.77M - $3.03M
|
195K
$5.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
107K+ 10.56% |
$2.75M - $3.01M
|
1.13M
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
107K+ 7.58% |
$2.73M - $2.99M
|
1.51M
$42.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
BUY
|
- |
104K+ 17.47% |
$2.65M - $2.9M
|
697K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
99.2K+ 842.93% |
$2.54M - $2.78M
|
111K
$3.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
94.3K+ 6.69% |
$2.42M - $2.64M
|
1.5M
$42.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
93.4KNew |
$2.39M - $2.61M
|
93.4K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
93.4K+ 13.24% |
$2.39M - $2.61M
|
799K
$22.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
91.8KNew |
$2.35M - $2.57M
|
91.8K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
90.3K+ 14.52% |
$2.31M - $2.53M
|
713K
$20.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
85.6K+ 26.43% |
$2.19M - $2.4M
|
410K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
82.5K+ 13.46% |
$2.11M - $2.31M
|
695K
$19.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
80.8KNew |
$2.07M - $2.26M
|
80.8K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
80.5K+ 11.88% |
$2.06M - $2.25M
|
758K
$21.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
79.7K+ 25.71% |
$2.04M - $2.23M
|
390K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.8K+ 7.74% |
$2.02M - $2.21M
|
1.1M
$30.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
77K+ 3.99% |
$1.97M - $2.15M
|
2M
$56.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
76.9K+ 37.9% |
$1.97M - $2.15M
|
280K
$7.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
75.5K+ 38.96% |
$1.93M - $2.11M
|
269K
$7.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
73.9K+ 8.65% |
$1.89M - $2.07M
|
929K
$26.2M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
72.2KNew |
$1.85M - $2.02M
|
72.2K
$2.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
71.2K+ 12.31% |
$1.82M - $1.99M
|
650K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
70.7KNew |
$1.81M - $1.98M
|
70.7K
$1.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
67.6K+ 7.08% |
$1.73M - $1.89M
|
1.02M
$28.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
66.5KNew |
$1.7M - $1.86M
|
66.5K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
64.7K+ 30.14% |
$1.66M - $1.81M
|
279K
$7.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.6KNew |
$1.65M - $1.81M
|
64.6K
$1.82M
|