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 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.71KNew |
$288K - $309K
|
9.71K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
235+ 37.6% |
$6.97K - $7.47K
|
860
$27K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
113K+ 9.1% |
$3.36M - $3.59M
|
1.36M
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.77K+ 2.07% |
$52.3K - $56.1K
|
87.1K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.84K+ 9.91% |
$114K - $122K
|
42.6K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
285K+ 943.05% |
$8.46M - $9.07M
|
316K
$9.92M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 10.53% |
$799K - $856K
|
283K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$29.7 - $31.8
|
14.4K
$452K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.82K+ 29.24% |
$83.6K - $89.6K
|
12.5K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 3.17% |
$50.6K - $54.2K
|
55.5K
$1.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
244KNew |
$7.25M - $7.76M
|
244K
$7.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
443+ 0.68% |
$13.1K - $14.1K
|
66K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
71+ 0.17% |
$2.11K - $2.26K
|
40.9K
$1.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.4KNew |
$339K - $363K
|
11.4K
$359K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42New |
$1.25K - $1.33K
|
42
$1.32K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
220+ 2.52% |
$6.52K - $6.99K
|
8.95K
$281K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.77K+ 212.11% |
$52.5K - $56.2K
|
2.6K
$81.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
43.8K+ 12.36% |
$1.3M - $1.39M
|
398K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.57K+ 10.68% |
$135K - $145K
|
47.4K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
389K+ 68.15% |
$11.5M - $12.4M
|
961K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.77K- 4.33% |
$52.4K - $56.1K
|
39K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.2K- 36.4% |
$1.01M - $1.09M
|
59.7K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.32K+ 8.51% |
$217K - $232K
|
93.3K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-744- 11.37% |
$22.1K - $23.6K
|
5.8K
$182K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 17.79% |
$835K - $894K
|
186K
$5.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.35K+ 1.97% |
$69.6K - $74.5K
|
122K
$3.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.9M+ 8665.47% |
$234M - $251M
|
7.99M
$251M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9K+ 11.23% |
$354K - $379K
|
118K
$3.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.11K+ 14.96% |
$270K - $289K
|
70K
$2.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.47K- 6.04% |
$43.6K - $46.8K
|
22.9K
$719K
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-102- 0.03% |
$3.02K - $3.24K
|
335K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.7K+ 5.17% |
$555K - $595K
|
381K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-438- 6.46% |
$13K - $13.9K
|
6.34K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.9K+ 12.07% |
$501K - $537K
|
157K
$4.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
30+ 0.24% |
$890 - $953
|
12.4K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.17K+ 5.64% |
$213K - $228K
|
134K
$4.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
15.2K+ 1.54% |
$451K - $483K
|
1M
$31.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20.1KNew |
$597K - $640K
|
20.1K
$633K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 49.04% |
$49.7K - $53.3K
|
1.74K
$54.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
42+ 0.35% |
$1.25K - $1.33K
|
11.9K
$374K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
320+ 66.25% |
$9.49K - $10.2K
|
803
$25.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.02KNew |
$267K - $287K
|
9.02K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.31K- 26.07% |
$158K - $169K
|
15.1K
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
8.27K+ 4.4% |
$245K - $263K
|
196K
$6.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.43K+ 0.99% |
$42.3K - $45.3K
|
145K
$4.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357+ 3.71% |
$10.6K - $11.3K
|
9.98K
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.51K+ 32.66% |
$223K - $239K
|
30.5K
$959K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-604- 5.86% |
$17.9K - $19.2K
|
9.7K
$305K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.41K+ 1.45% |
$190K - $204K
|
448K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 4.51% |
$374K - $401K
|
292K
$9.19M
|
|