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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.84K- 7.83% |
$117K - $129K
|
57K
$1.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9.31K- 38.09% |
$226K - $249K
|
15.1K
$393K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
8.32KNew |
$202K - $222K
|
8.32K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
520K+ 5.12% |
$12.6M - $13.9M
|
10.7M
$277M
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
11.7K+ 156.54% |
$283K - $312K
|
19.2K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.11% |
$97 - $107
|
3.79K
$98.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
16.3K+ 81.99% |
$395K - $435K
|
36.2K
$939K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
43.2KNew |
$1.05M - $1.15M
|
43.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189K+ 17.07% |
$4.57M - $5.03M
|
1.29M
$33.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.82K+ 40.19% |
$214K - $235K
|
30.8K
$799K
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37.2KNew |
$901K - $992K
|
37.2K
$965K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-56- 0.04% |
$1.36K - $1.5K
|
125K
$3.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28.3K+ 23.91% |
$687K - $756K
|
147K
$3.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.47K+ 4.52% |
$181K - $199K
|
173K
$4.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
57+ 0.67% |
$1.38K - $1.52K
|
8.61K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.07K+ 0.46% |
$50.2K - $55.3K
|
457K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-305- 0.54% |
$7.4K - $8.14K
|
55.7K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
159K+ 342.1% |
$3.86M - $4.25M
|
206K
$5.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.2K+ 4.65% |
$199K - $219K
|
184K
$4.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-419- 5.62% |
$10.2K - $11.2K
|
7.03K
$183K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
120+ 0.64% |
$2.91K - $3.2K
|
19K
$492K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.14K+ 4.96% |
$76.2K - $83.9K
|
66.5K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181New |
$4.39K - $4.83K
|
181
$4.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.33K+ 4.29% |
$226K - $249K
|
227K
$5.89M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33.2K+ 32.21% |
$806K - $887K
|
136K
$3.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
70.4K+ 6.54% |
$1.71M - $1.88M
|
1.15M
$29.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.77K- 10.91% |
$67.1K - $73.9K
|
22.6K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$24.3 - $26.7
|
15.3K
$397K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-240- 2.67% |
$5.82K - $6.41K
|
8.75K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
62.2K+ 6.53% |
$1.51M - $1.66M
|
1.01M
$26.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 9.4% |
$2.88M - $3.17M
|
1.38M
$35.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.42K- 2.3% |
$156K - $171K
|
273K
$7.08M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.27K+ 5.04% |
$55.1K - $60.6K
|
47.3K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
32.8K+ 34.6% |
$795K - $875K
|
127K
$3.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-148- 1.02% |
$3.59K - $3.95K
|
14.4K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
39.5K+ 8.93% |
$958K - $1.05M
|
482K
$12.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-133- 1.13% |
$3.23K - $3.55K
|
11.7K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.54K- 2.33% |
$37.3K - $41.1K
|
64.5K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.12K+ 6.06% |
$173K - $190K
|
125K
$3.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.01K- 5.78% |
$24.5K - $27K
|
16.5K
$428K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
61.3K+ 113.04% |
$1.49M - $1.64M
|
116K
$3M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.9K+ 5.83% |
$264K - $291K
|
198K
$5.13M
|
|
| Q3 2024 | |||||||
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
4.25K+ 0.9% |
$102K - $114K
|
477K
$12.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
31.6K+ 14.43% |
$759K - $851K
|
250K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 12.07% |
$1.61K - $1.81K
|
622
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-79- 5.01% |
$1.9K - $2.13K
|
1.5K
$38.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
818+ 0.83% |
$19.7K - $22.1K
|
99.8K
$2.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$315K - $354K
|
13.1K
$341K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
800New |
$19.2K - $21.6K
|
800
$20.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$1.18K - $1.32K
|
49
$1.27K
|
|