Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFIS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 41.66% |
$37.8K - $48.7K
|
5.55K
$166K
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.72K+ 28.37% |
$110K - $141K
|
21.4K
$641K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-764- 4.5% |
$17.7K - $22.8K
|
16.2K
$487K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 0.8% |
$47.3K - $60.8K
|
256K
$7.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150KNew |
$3.49M - $4.48M
|
150K
$4.51M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
130+ 1.15% |
$3.02K - $3.88K
|
11.4K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
631+ 1.59% |
$14.6K - $18.8K
|
40.4K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
174K+ 96.47% |
$4.04M - $5.19M
|
354K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51K- 5.08% |
$221K - $284K
|
178K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-772- 0.93% |
$17.9K - $23K
|
82.1K
$2.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32.1K+ 8.85% |
$744K - $957K
|
395K
$11.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.1K+ 4.47% |
$304K - $390K
|
306K
$9.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
35K+ 16.36% |
$813K - $1.05M
|
249K
$7.48M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-875- 0.69% |
$20.3K - $26.1K
|
126K
$3.79M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.44K+ 2.08% |
$56.5K - $72.7K
|
119K
$3.58M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57.4K+ 110.07% |
$1.33M - $1.71M
|
110K
$3.29M
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
180K+ 0.99% |
$4.31M - $4.85M
|
18.4M
$552M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
325K+ 2210.59% |
$7.77M - $8.74M
|
340K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.65KNew |
$207K - $233K
|
8.65K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12.2KNew |
$292K - $328K
|
12.2K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.21% |
$23.9 - $26.9
|
483
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5K+ 3.35% |
$120K - $134K
|
154K
$4.63M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 48.12% |
$396K - $445K
|
50.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.4K+ 15.8% |
$702K - $790K
|
215K
$6.46M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 1.57% |
$8.42K - $9.47K
|
22.1K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 15.98% |
$353K - $397K
|
77.7K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.12K+ 49.47% |
$122K - $138K
|
15.5K
$464K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
113KNew |
$2.69M - $3.03M
|
113K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.2K+ 133.74% |
$985K - $1.11M
|
72K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 4.08% |
$47.4K - $53.3K
|
50.6K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
197K+ 67.53% |
$4.7M - $5.29M
|
488K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.3K- 2.39% |
$1.06M - $1.19M
|
1.81M
$54.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
850KNew |
$20.3M - $22.9M
|
850K
$25.5M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.6K+ 30.04% |
$781K - $878K
|
141K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
70.7K+ 20.61% |
$1.69M - $1.9M
|
414K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.11K- 3.75% |
$122K - $137K
|
131K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 9.71% |
$241K - $271K
|
93.6K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
583+ 2.77% |
$13.9K - $15.7K
|
21.6K
$649K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
17KNew |
$407K - $458K
|
17K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.34K+ 1.88% |
$176K - $197K
|
397K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.33K- 29.11% |
$175K - $197K
|
17.8K
$535K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
928+ 25.81% |
$22.2K - $25K
|
4.52K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-229K- 6.01% |
$5.49M - $6.17M
|
3.59M
$108M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
127K+ 10.29% |
$3.04M - $3.42M
|
1.36M
$40.8M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46.5KNew |
$1.11M - $1.25M
|
46.5K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.89K+ 5.5% |
$69.2K - $77.8K
|
55.5K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33.4K+ 120.44% |
$799K - $899K
|
61.2K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.02% |
$47.8 - $53.8
|
11.1K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
10.7K+ 25.32% |
$256K - $288K
|
53K
$1.59M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 73.39% |
$55.8K - $62.7K
|
845
$25.4K
|
|