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 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
27.8K+ 7.4% |
$711K - $778K
|
403K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.6K+ 13.72% |
$708K - $774K
|
229K
$6.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
27.5KNew |
$705K - $771K
|
27.5K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26.6K+ 4.59% |
$681K - $745K
|
606K
$17.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.3K+ 8.01% |
$649K - $709K
|
341K
$9.63M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
24.6K+ 9.62% |
$629K - $688K
|
280K
$7.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.5K+ 11.3% |
$628K - $686K
|
241K
$6.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.9KNew |
$587K - $642K
|
22.9K
$646K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22.7K+ 226.44% |
$582K - $636K
|
32.7K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
22.3K+ 6.37% |
$571K - $624K
|
372K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
22.1K+ 56.5% |
$566K - $619K
|
61.2K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
21.4K+ 59.03% |
$549K - $600K
|
57.7K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
21K+ 70.09% |
$537K - $587K
|
50.9K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.9K+ 4.35% |
$535K - $585K
|
501K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20.6K+ 3.59% |
$527K - $576K
|
594K
$16.8M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
20.5KNew |
$526K - $575K
|
20.5K
$579K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
20.2K+ 9.83% |
$518K - $566K
|
226K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
20.2KNew |
$517K - $565K
|
20.2K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
19.8K+ 34.83% |
$506K - $554K
|
76.5K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19K+ 1.55% |
$486K - $531K
|
1.24M
$35M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
18.6K+ 3.19% |
$476K - $521K
|
602K
$17M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.1K+ 5.15% |
$464K - $507K
|
370K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
17.3K+ 2.77% |
$443K - $485K
|
642K
$18.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
17.2K+ 4.92% |
$440K - $481K
|
367K
$10.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
16.2KNew |
$414K - $453K
|
16.2K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
15.7K+ 6.99% |
$403K - $441K
|
241K
$6.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
15.6K+ 64.14% |
$400K - $438K
|
40K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
15.5K+ 116.66% |
$396K - $433K
|
28.7K
$810K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15K+ 0.91% |
$385K - $421K
|
1.66M
$46.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.4K+ 29.16% |
$369K - $404K
|
63.8K
$1.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
14.1K+ 7.34% |
$362K - $396K
|
207K
$5.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
13.9K+ 2.28% |
$356K - $389K
|
623K
$17.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Landing Point Financial Group, LLC
Avon, OH |
BUY
|
- |
13.8KNew |
$354K - $388K
|
13.8K
$390K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13.7K+ 70.88% |
$351K - $384K
|
33.1K
$933K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.7K+ 33.34% |
$350K - $383K
|
54.7K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Gordian Advisors LLC
Tucson, AZ |
BUY
|
- |
13.6K+ 23.07% |
$349K - $382K
|
72.7K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5KNew |
$347K - $379K
|
13.5K
$382K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
13.5KNew |
$345K - $377K
|
13.5K
$380K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13.3K+ 93.56% |
$342K - $374K
|
27.6K
$778K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$341K - $373K
|
13.3K
$376K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
13.3K+ 9.01% |
$340K - $372K
|
161K
$4.53M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
13.2KNew |
$338K - $370K
|
13.2K
$373K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
13.1K+ 4.01% |
$337K - $368K
|
341K
$9.62M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.9KNew |
$330K - $360K
|
12.9K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12.8K+ 90.76% |
$327K - $357K
|
26.8K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.7KNew |
$324K - $354K
|
12.7K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.6K+ 33.66% |
$322K - $353K
|
50K
$1.41M
|
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
12.4KNew |
$318K - $348K
|
12.4K
$350K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
12KNew |
$306K - $335K
|
12K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.9KNew |
$305K - $334K
|
11.9K
$336K
|