Dimensional Fund Advisors LP Financial Institutions Inc Transaction History

Dimensional Fund Advisors LP

$418 Billion
Q2 2025

A detailed history of Dimensional Fund Advisors LP transactions in Financial Institutions Inc stock. As of the latest transaction made, Dimensional Fund Advisors LP holds 1,005,153 shares of FISI stock, worth $26.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,005,153

Previous 1,060,813 5.25%

Holding current value

$26.1 Million

Previous $26.5 Million 2.51%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$21.43 - $27.23 $1.19 Million - $1.52 Million	-55,660 Reduced 5.25%	1,005,153 $25.8 Million
Q1 2025 May 13, 2025	BUY	$24.96 - $29.63 $2.23 Million - $2.64 Million	89,154 Added 9.18%	1,060,813 $26.5 Million
Q4 2024 Feb 13, 2025	BUY	$23.84 - $28.92 $351,234 - $426,078	14,733 Added 1.54%	971,659 $26.5 Million
Q3 2024 Nov 07, 2024	SELL	$18.61 - $27.58 $209,343 - $310,247	-11,249 Reduced 1.16%	956,926 $24.4 Million
Q2 2024 Aug 09, 2024	SELL	$16.34 - $19.32 $901,298 - $1.07 Million	-55,159 Reduced 5.39%	968,175 $18.7 Million
Q1 2024 May 10, 2024	SELL	$18.06 - $23.01 $69,567 - $88,634	-3,852 Reduced 0.38%	1,023,334 $19.3 Million
Q4 2023 Feb 07, 2024	SELL	$15.49 - $21.71 $272,035 - $381,271	-17,562 Reduced 1.68%	1,027,186 $21.9 Million
Q3 2023 Nov 09, 2023	SELL	$15.82 - $20.12 $1.2 Million - $1.53 Million	-75,796 Reduced 6.76%	1,044,748 $17.6 Million
Q2 2023 Aug 09, 2023	SELL	$15.09 - $19.25 $1.54 Million - $1.96 Million	-101,825 Reduced 8.33%	1,120,544 $17.6 Million
Q1 2023 May 12, 2023	SELL	$18.68 - $25.68 $742,642 - $1.02 Million	-39,756 Reduced 3.15%	1,222,369 $23.6 Million
Q4 2022 Feb 09, 2023	BUY	$22.96 - $26.54 $19,056 - $22,028	830 Added 0.07%	1,262,125 $30.7 Million
Q3 2022 Nov 10, 2022	SELL	$23.86 - $28.34 $397,698 - $472,371	-16,668 Reduced 1.3%	1,261,295 $30.4 Million
Q2 2022 Aug 12, 2022	BUY	$25.74 - $30.17 $494,851 - $580,018	19,225 Added 1.53%	1,277,963 $33.3 Million
Q1 2022 May 13, 2022	BUY	$30.13 - $33.61 $290,423 - $323,966	9,639 Added 0.77%	1,258,738 $37.9 Million
Q4 2021 Feb 09, 2022	SELL	$30.8 - $33.45 $733,779 - $796,912	-23,824 Reduced 1.87%	1,249,099 $39.7 Million
Q3 2021 Nov 12, 2021	SELL	$28.13 - $33.29 $23,741 - $28,096	-844 Reduced 0.07%	1,272,923 $39 Million
Q2 2021 Aug 12, 2021	SELL	$29.7 - $32.82 $76,329 - $84,347	-2,570 Reduced 0.2%	1,273,767 $38.2 Million
Q1 2021 May 14, 2021	SELL	$22.39 - $32.0 $283,905 - $405,760	-12,680 Reduced 0.98%	1,276,337 $38.7 Million
Q4 2020 Feb 25, 2021	BUY	$15.45 - $23.22 $19.9 Million - $29.9 Million	1,289,017 New	1,289,017 $29 Million

Others Institutions Holding FISI

# of Institutions

134

Shares Held

16.8M

Call Options Held

Put Options Held

View Full List

About FINANCIAL INSTITUTIONS INC

Ticker FISI
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 15,334,100
Market Cap $399M
Description
Financial Institutions, Inc. operates as a holding company for the Five Star Bank, a chartered bank that provides banking and financial services to individuals, municipalities, and businesses in New York. The company offers checking and savings account programs, including money market accounts, certificates of deposit, sweep investments, and ind...

More about FISI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dimensional Fund Advisors LP, based on Form 13F filings with the SEC.

News

Stay updated on Dimensional Fund Advisors LP with notifications on news.

Account

Dimensional Fund Advisors LP Financial Institutions Inc Transaction History