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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.5K+ 8.3% |
$203K - $228K
|
111K
$3.32M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
58.4K+ 28.48% |
$1.4M - $1.57M
|
263K
$7.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 1.89% |
$61.9K - $69.5K
|
135K
$4.04M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-358- 0.46% |
$8.56K - $9.63K
|
76.7K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 4.68% |
$270K - $303K
|
252K
$7.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.01K- 8.74% |
$72.1K - $81K
|
31.5K
$944K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
652+ 0.38% |
$15.6K - $17.5K
|
173K
$5.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
424+ 1.78% |
$10.1K - $11.4K
|
24.2K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 23.5% |
$161K - $181K
|
35.3K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.71K+ 4.59% |
$137K - $154K
|
130K
$3.91M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
118K+ 9.14% |
$2.83M - $3.18M
|
1.41M
$42.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.41K- 9.32% |
$33.8K - $37.9K
|
13.7K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.9MNew |
$93.4M - $105M
|
3.9M
$117M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.69K+ 3.58% |
$40.5K - $45.5K
|
49K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.24K+ 3.02% |
$29.7K - $33.4K
|
42.4K
$1.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.7K- 15.2% |
$256K - $288K
|
59.7K
$1.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.34K+ 3.52% |
$55.9K - $62.9K
|
68.8K
$2.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.83K- 11.71% |
$140K - $157K
|
44K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
1.88K+ 6.85% |
$45.1K - $50.7K
|
29.4K
$882K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
16K+ 15.7% |
$384K - $431K
|
118K
$3.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14.9K- 1.3% |
$357K - $401K
|
1.13M
$34M
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.8K- 13.73% |
$43K - $48.4K
|
11.3K
$339K
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
20.6K+ 4.52% |
$493K - $554K
|
477K
$14.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.01% |
$47.8 - $53.8
|
17.6K
$527K
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.4K+ 28.85% |
$57.4K - $64.6K
|
10.7K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.99K+ 5.79% |
$191K - $215K
|
146K
$4.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.03K+ 3.07% |
$192K - $216K
|
270K
$8.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$7.27K - $8.17K
|
304
$9.12K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 5.8% |
$131K - $147K
|
99.6K
$2.99M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
109K+ 22.63% |
$2.61M - $2.93M
|
591K
$17.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
67New |
$1.6K - $1.8K
|
67
$2.01K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.31K- 89.78% |
$151K - $170K
|
719
$21.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
56.8K+ 5.6% |
$1.36M - $1.53M
|
1.07M
$32.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
58.7K+ 4.25% |
$1.4M - $1.58M
|
1.44M
$43.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
16.7K+ 15.85% |
$399K - $448K
|
122K
$3.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
18.4K+ 7.93% |
$441K - $496K
|
251K
$7.52M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.79MNew |
$90.7M - $102M
|
3.79M
$114M
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.13% |
$263 - $296
|
8.62K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 11.7% |
$32.7K - $36.7K
|
10.3K
$309K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.4K+ 232.73% |
$487K - $547K
|
29.1K
$873K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.17K- 96.13% |
$99.8K - $112K
|
168
$5.04K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
44.5K+ 29.04% |
$1.06M - $1.2M
|
198K
$5.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.4K+ 12.98% |
$177K - $199K
|
64.4K
$1.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
112K+ 54.49% |
$2.68M - $3.02M
|
318K
$9.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.8K+ 16.87% |
$592K - $666K
|
172K
$5.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.95K+ 23.87% |
$94.4K - $106K
|
20.5K
$614K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
346New |
$8.28K - $9.3K
|
346
$10.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$191 - $215
|
8
$240
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-37- 0.28% |
$885 - $995
|
13K
$390K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 11.76% |
$47.8 - $53.8
|
15
$450
|