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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-37.7K- 7.5% |
$913K - $1.01M
|
464K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.21K+ 567.46% |
$151K - $166K
|
7.3K
$186K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4.34KNew |
$105K - $116K
|
4.34K
$110K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16.5KNew |
$401K - $441K
|
16.5K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.1K+ 15.02% |
$438K - $482K
|
138K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 1.85% |
$45K - $49.6K
|
98.6K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
94.4K+ 9.99% |
$2.29M - $2.52M
|
1.04M
$26.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
199New |
$4.83K - $5.31K
|
199
$5.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.46K+ 98.22% |
$157K - $172K
|
13K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 109.86% |
$562K - $619K
|
44.3K
$1.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.3KNew |
$251K - $276K
|
10.3K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
4.73K+ 9.82% |
$115K - $126K
|
52.9K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.29K+ 4.01% |
$128K - $141K
|
137K
$3.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40.5K+ 14.13% |
$983K - $1.08M
|
327K
$8.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
17.6KNew |
$426K - $469K
|
17.6K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
400+ 4.03% |
$9.7K - $10.7K
|
10.3K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8.44K+ 5.83% |
$205K - $225K
|
153K
$3.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
262KNew |
$6.35M - $7M
|
262K
$6.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
BUY
|
- |
15+ 0.11% |
$364 - $401
|
14K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
5.9KNew |
$143K - $158K
|
5.9K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 91.35% |
$6.4K - $7.05K
|
25
$636
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
188New |
$4.56K - $5.02K
|
188
$4.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
147+ 1.14% |
$3.56K - $3.92K
|
13.1K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
171New |
$4.15K - $4.57K
|
171
$4.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-311- 16.71% |
$7.54K - $8.3K
|
1.55K
$39.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49.2K- 68.84% |
$1.19M - $1.31M
|
22.3K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.44M- 20.05% |
$108M - $119M
|
17.7M
$451M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$23.8K - $26.2K
|
980
$24.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 0.95% |
$1.55K - $1.71K
|
6.79K
$173K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
133+ 8.68% |
$3.23K - $3.55K
|
1.67K
$42.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
13.2K+ 7.89% |
$321K - $353K
|
181K
$4.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.45K+ 7.35% |
$229K - $252K
|
138K
$3.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.15K- 5.96% |
$76.5K - $84.2K
|
49.8K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
205KNew |
$4.97M - $5.47M
|
205K
$5.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
390KNew |
$9.46M - $10.4M
|
390K
$9.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.1K- 8.59% |
$779K - $858K
|
342K
$8.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$355K - $391K
|
14.6K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.55K+ 19.17% |
$134K - $148K
|
34.5K
$877K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
241KNew |
$5.84M - $6.43M
|
241K
$6.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 29.52% |
$464K - $511K
|
84K
$2.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28.3K+ 13.85% |
$685K - $755K
|
232K
$5.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.03% |
$97 - $107
|
13.1K
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.21K+ 13.07% |
$102K - $112K
|
36.4K
$925K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18+ 0.09% |
$437 - $481
|
19.2K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.93K+ 18.69% |
$95.3K - $105K
|
25K
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.1K+ 25.08% |
$342K - $377K
|
70.4K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.7K+ 34.56% |
$308K - $339K
|
49.4K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
227K+ 2322.96% |
$5.5M - $6.05M
|
237K
$6.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.49K- 10.91% |
$36.1K - $39.8K
|
12.2K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124K+ 32.55% |
$3.01M - $3.31M
|
505K
$12.8M
|