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 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.7K- 1.13% |
$281K - $316K
|
1.03M
$30.8M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
167+ 4.87% |
$3.99K - $4.49K
|
3.6K
$108K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-29- 0.24% |
$694 - $780
|
11.8K
$355K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.83K+ 3.71% |
$43.8K - $49.2K
|
51.2K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-232- 0.38% |
$5.55K - $6.24K
|
61.3K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.95K+ 9.46% |
$190K - $214K
|
92K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
431+ 4.72% |
$10.3K - $11.6K
|
9.56K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.8K- 11.1% |
$257K - $289K
|
86.1K
$2.58M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-132- 7.92% |
$3.16K - $3.55K
|
1.53K
$46K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
506+ 1.4% |
$12.1K - $13.6K
|
36.7K
$1.1M
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25.8K+ 6.08% |
$618K - $695K
|
451K
$13.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.87K+ 7.33% |
$92.6K - $104K
|
56.7K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-8.39K- 23.07% |
$201K - $226K
|
28K
$840K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
448New |
$10.7K - $12K
|
448
$13.4K
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
60.8K+ 0.49% |
$1.46M - $1.64M
|
12.5M
$374M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.8K- 5.77% |
$641K - $720K
|
438K
$13.1M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.25K- 0.54% |
$150K - $168K
|
1.16M
$34.8M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
197+ 0.53% |
$4.71K - $5.3K
|
37.4K
$1.12M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.09% |
$47.8 - $53.8
|
2.21K
$66.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 13.89% |
$29.7K - $33.4K
|
7.71K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.9KNew |
$429K - $482K
|
17.9K
$538K
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
15.4K+ 2.7% |
$368K - $414K
|
585K
$17.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.6K+ 8.73% |
$494K - $555K
|
257K
$7.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.18K- 5.05% |
$52.2K - $58.7K
|
41K
$1.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.1K+ 7.26% |
$791K - $889K
|
489K
$14.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.5K+ 3.49% |
$35.8K - $40.3K
|
44.4K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-407- 4.54% |
$9.74K - $10.9K
|
8.55K
$257K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.96K+ 4.31% |
$143K - $160K
|
144K
$4.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.92K+ 103.45% |
$93.8K - $105K
|
7.72K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.1K+ 11.96% |
$290K - $326K
|
113K
$3.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24K+ 53.89% |
$573K - $644K
|
68.4K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.9K+ 3.15% |
$1.24M - $1.39M
|
1.7M
$51M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$550 - $618
|
23
$690
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28.8KNew |
$688K - $774K
|
28.8K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 9.27% |
$357K - $402K
|
176K
$5.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
11.2K+ 2.32% |
$268K - $301K
|
494K
$14.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.79K+ 20.47% |
$66.6K - $74.9K
|
16.4K
$492K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.07KNew |
$193K - $217K
|
8.07K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12.8K+ 5.8% |
$305K - $343K
|
233K
$6.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
368+ 2.81% |
$8.8K - $9.9K
|
13.5K
$404K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
738K+ 6.91% |
$17.6M - $19.8M
|
11.4M
$342M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25+ 0.04% |
$598 - $672
|
55.7K
$1.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.92K+ 37.88% |
$93.8K - $105K
|
14.3K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-74- 0.82% |
$1.77K - $1.99K
|
8.92K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
84.8K+ 36.24% |
$2.03M - $2.28M
|
319K
$9.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.97K - $4.46K
|
166
$4.98K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
103K+ 20.44% |
$2.47M - $2.78M
|
608K
$18.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.3K+ 26.05% |
$510K - $574K
|
103K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
640+ 0.78% |
$15.3K - $17.2K
|
82.5K
$2.47M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
29.9K+ 23.47% |
$716K - $805K
|
157K
$4.72M
|