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 |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.25K+ 0.9% |
$102K - $114K
|
477K
$11.8M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
31.6K+ 14.43% |
$759K - $851K
|
250K
$6.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.8K- 14.64% |
$380K - $426K
|
92.1K
$2.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.19KNew |
$52.7K - $59.1K
|
2.19K
$54.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
751+ 1.09% |
$18.1K - $20.3K
|
69.8K
$1.73M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.23K+ 2.56% |
$77.7K - $87.1K
|
129K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
362KNew |
$8.7M - $9.75M
|
362K
$8.97M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.12K+ 24.26% |
$99.1K - $111K
|
21.1K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.4K- 56.18% |
$683K - $765K
|
22.1K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-14.5K- 3.5% |
$348K - $391K
|
399K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-79- 5.01% |
$1.9K - $2.13K
|
1.5K
$37.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 1.0% |
$2.41K - $2.7K
|
9.92K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 12.07% |
$1.61K - $1.81K
|
622
$15.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 3.9% |
$365K - $409K
|
374K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.17% |
$1.01K - $1.13K
|
25.3K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26.4K+ 27.36% |
$636K - $712K
|
123K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.2K- 43.03% |
$221K - $248K
|
12.2K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.21K+ 9.72% |
$198K - $222K
|
92.7K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.31K+ 41.68% |
$200K - $224K
|
28.2K
$701K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
991+ 0.69% |
$23.8K - $26.7K
|
144K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-35- 8.33% |
$842 - $944
|
385
$9.55K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.67M- 94.4% |
$40.3M - $45.1M
|
99.3K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
800New |
$19.2K - $21.6K
|
800
$19.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23.2K+ 100.74% |
$558K - $625K
|
46.2K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
973+ 1.93% |
$23.4K - $26.2K
|
51.4K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$315K - $354K
|
13.1K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.06K- 83.08% |
$146K - $163K
|
1.23K
$30.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
818+ 0.83% |
$19.7K - $22.1K
|
99.8K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.73K+ 1.54% |
$89.7K - $101K
|
246K
$6.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-58- 0.41% |
$1.4K - $1.56K
|
14K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14K+ 17.66% |
$337K - $378K
|
93.4K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
33.3K+ 6.87% |
$802K - $899K
|
519K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.95K+ 164833.33% |
$119K - $133K
|
4.95K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15.4KNew |
$371K - $416K
|
15.4K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 23.39% |
$241K - $271K
|
52.9K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 0.07% |
$96.2 - $108
|
5.45K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
62.4K+ 6.35% |
$1.5M - $1.68M
|
1.05M
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.26K+ 11.22% |
$78.4K - $87.9K
|
32.3K
$802K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.4K- 26.73% |
$57.7K - $64.7K
|
6.58K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.3K+ 19.41% |
$393K - $440K
|
100K
$2.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 8.24% |
$453K - $508K
|
210K
$5.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$1.18K - $1.32K
|
49
$1.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12.6K+ 113.66% |
$303K - $340K
|
23.7K
$587K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
8.23KNew |
$198K - $222K
|
8.23K
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-489- 20.81% |
$11.8K - $13.2K
|
1.86K
$46.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.86K+ 11.17% |
$117K - $131K
|
48.4K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6+ 0.29% |
$144 - $162
|
2.04K
$50.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.17K+ 0.38% |
$28.1K - $31.5K
|
310K
$7.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 48.15% |
$1.09M - $1.22M
|
48.7K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
22.4K+ 2.43% |
$539K - $604K
|
945K
$23.4M
|