Dimensional ETF Tr Dimensional DFIS

DFIS Quotes by TradingView
Institutional shares held 93.5 Million
0 calls
0 puts
Total value of holdings $2.54B
$0 calls
$0 puts
# of Institutions 253

Quarterly Institutional Activity in DFIS

Shares Bought
Shares Sold
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Top Institutions Holding DFIS

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Latest Institutional Activity in DFIS

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.9M ($106M)
3.9M Shares purchased
New Holding
Q1 2025
First Citizens Bank & Trust CO Shares Held: 3.79M ($103M)
3.79M Shares purchased
New Holding
Q1 2025
Citadel Advisors LLC Shares Held: 850K ($23M)
850K Shares purchased
New Holding
Q1 2025
Mather Group, Llc. Shares Held: 11.4M ($309M)
738K Shares purchased
6.91% Added
Q1 2025
Jones Financial Companies Lllp Shares Held: 18.2M ($494M)
515K Shares purchased
2.91% Added
View All Buyers

Top Sells

Q1 2025
Savant Capital, LLC Shares Held: 1.77M ($48.1M)
301K Shares sold
14.5% Reduced
Q1 2025
Ci Private Wealth, LLC Shares Held: 3.59M ($97.3M)
229K Shares sold
6.01% Reduced
Q1 2025
Advisory Alpha, LLC Shares Held: 14.7K ($398K)
212K Shares sold
93.52% Reduced
Q1 2025
Forvis Wealth Advisors, LLC Shares Held: 270K ($7.32M)
72.2K Shares sold
21.09% Reduced
Q1 2025
Creative Planning Shares Held: 1.81M ($48.9M)
44.3K Shares sold
2.39% Reduced
View All Sellers

About DFIS

DFIS Chart by TradingView
DFIS Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on DFIS