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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-241K- 6.71% |
$5.59M - $7.19M
|
3.35M
$103M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
465+ 4.56% |
$10.8K - $13.9K
|
10.7K
$329K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.65K- 4.31% |
$154K - $198K
|
148K
$4.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 3.1% |
$1.11K - $1.43K
|
1.5K
$46.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
29.5K+ 55.13% |
$683K - $879K
|
82.9K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
6+ 1.55% |
$139 - $179
|
394
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
134New |
$3.11K - $4K
|
134
$4.13K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
142K+ 279.01% |
$3.29M - $4.24M
|
193K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-55.7K- 71.65% |
$1.29M - $1.66M
|
22K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
46.3K+ 165.32% |
$1.07M - $1.38M
|
74.3K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-285- 1.32% |
$6.61K - $8.5K
|
21.3K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
129+ 1.5% |
$2.99K - $3.85K
|
8.75K
$270K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
189KNew |
$4.38M - $5.63M
|
189K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.13K- 75.4% |
$49.5K - $63.6K
|
696
$21.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.62K+ 10.5% |
$37.7K - $48.5K
|
17.1K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-434K- 89.05% |
$10.1M - $13M
|
53.4K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
477+ 71.95% |
$11.1K - $14.2K
|
1.14K
$35.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.4K- 10.41% |
$520K - $668K
|
193K
$5.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.3K- 27.53% |
$796K - $1.02M
|
90.3K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
38.8KNew |
$900K - $1.16M
|
38.8K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
570KNew |
$13.2M - $17M
|
570K
$17.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-25.4K- 22.6% |
$589K - $757K
|
86.9K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.2KNew |
$144K - $185K
|
6.2K
$191K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.23K- 8.8% |
$191K - $246K
|
85.4K
$2.63M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-41.9K- 37.24% |
$973K - $1.25M
|
70.6K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.86K+ 1.84% |
$43.1K - $55.4K
|
103K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457- 22.22% |
$10.6K - $13.6K
|
1.6K
$49.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.4K+ 68.15% |
$333K - $429K
|
35.5K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
825+ 1.95% |
$19.1K - $24.6K
|
43.2K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 2.97% |
$38.2K - $49.2K
|
53.8K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 3.15% |
$36.3K - $46.7K
|
48.1K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.98K- 5.33% |
$162K - $208K
|
124K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-302K- 90.88% |
$7M - $9M
|
30.3K
$933K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.62KNew |
$177K - $228K
|
7.62K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-791K- 93.1% |
$18.4M - $23.6M
|
58.6K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
262+ 24.04% |
$6.08K - $7.82K
|
1.35K
$41.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.51K- 17.49% |
$35.1K - $45.1K
|
7.14K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
323+ 1.46% |
$7.49K - $9.64K
|
22.4K
$691K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.5K- 6.25% |
$104K - $134K
|
67.5K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
509+ 1.01% |
$11.8K - $15.2K
|
51.1K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9.19M- 96.65% |
$213M - $274M
|
319K
$9.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.33K+ 7.43% |
$30.8K - $39.6K
|
19.2K
$591K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.94K- 0.75% |
$44.9K - $57.8K
|
256K
$7.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.4K+ 38.57% |
$588K - $757K
|
91.1K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13.7K- 13.71% |
$317K - $408K
|
85.9K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.1K+ 7.79% |
$883K - $1.14M
|
527K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
291K+ 1.58% |
$6.74M - $8.67M
|
18.7M
$577M
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.51K+ 0.85% |
$81.3K - $105K
|
417K
$12.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.5KNew |
$291K - $374K
|
12.5K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589K+ 13016.47% |
$13.7M - $17.6M
|
593K
$18.3M
|