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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.91K+ 29.97% |
$93.5K - $105K
|
16.9K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13- 0.15% |
$311 - $350
|
8.64K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05KNew |
$25K - $28.1K
|
1.05K
$31.4K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.01K- 3.89% |
$48.1K - $54K
|
49.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2+ 0.1% |
$47.8 - $53.8
|
2.06K
$61.7K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-216Closed |
$5.17K - $5.81K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
244KNew |
$5.82M - $6.55M
|
244K
$7.31M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
208K+ 168.83% |
$4.98M - $5.6M
|
332K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.97K- 6.02% |
$191K - $214K
|
125K
$3.74M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.01% |
$47.8 - $53.8
|
22.6K
$678K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.23K- 44.08% |
$53.3K - $60K
|
2.83K
$84.9K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.59K+ 3.03% |
$182K - $204K
|
258K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 76.89% |
$522K - $587K
|
6.56K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
76.2K+ 6.78% |
$1.82M - $2.05M
|
1.2M
$36M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.82K+ 5.75% |
$67.5K - $75.8K
|
51.9K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
549New |
$13.1K - $14.8K
|
549
$16.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
249+ 2.5% |
$5.96K - $6.7K
|
10.2K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72.2K- 21.09% |
$1.73M - $1.94M
|
270K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-940- 9.11% |
$22.5K - $25.3K
|
9.38K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
758New |
$18.1K - $20.4K
|
758
$22.7K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.34K- 0.42% |
$32K - $36K
|
317K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1KNew |
$504K - $567K
|
21.1K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-206- 72.79% |
$4.93K - $5.54K
|
77
$2.31K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.99KNew |
$191K - $215K
|
7.99K
$240K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.16K+ 1.16% |
$27.7K - $31.1K
|
101K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
6.94K+ 3.84% |
$166K - $187K
|
188K
$5.63M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-162- 0.71% |
$3.88K - $4.36K
|
22.6K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.46K+ 1.99% |
$130K - $147K
|
280K
$8.39M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6K- 13.55% |
$143K - $161K
|
38.3K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.31K+ 38.17% |
$175K - $197K
|
26.5K
$794K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99KNew |
$119K - $134K
|
4.99K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07K+ 3.74% |
$121K - $136K
|
140K
$4.21M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 8.45% |
$14.8K - $16.6K
|
6.69K
$201K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15+ 0.13% |
$359 - $403
|
11.7K
$350K
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
33.1K+ 29.76% |
$791K - $889K
|
144K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
145K+ 90.81% |
$3.48M - $3.91M
|
305K
$9.16M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-14.6K- 11.51% |
$349K - $393K
|
112K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.05% |
$359 - $403
|
30.8K
$923K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
19K+ 21.52% |
$455K - $512K
|
107K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2- 0.01% |
$47.8 - $53.8
|
25K
$749K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-301K- 14.5% |
$7.2M - $8.09M
|
1.77M
$53.2M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
487+ 2.19% |
$11.6K - $13.1K
|
22.8K
$683K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.9K+ 46.53% |
$500K - $562K
|
65.8K
$1.97M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14.9K+ 4.57% |
$357K - $401K
|
342K
$10.2M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
10.3K+ 174.53% |
$246K - $277K
|
16.2K
$486K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.7K- 13.13% |
$494K - $556K
|
137K
$4.1M
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.02% |
$71.8 - $80.7
|
19.2K
$577K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$71.8 - $80.7
|
14K
$421K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.13% |
$95.7 - $108
|
3.04K
$91.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.45K+ 1196.95% |
$178K - $200K
|
8.07K
$242K
|