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, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
33.3K+ 6.87% |
$802K - $899K
|
519K
$13.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
$2.98K - $3.34K
|
124
$3.22K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$46.1K - $51.7K
|
1.92K
$49.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
130New |
$3.13K - $3.51K
|
130
$3.38K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
17New |
$409 - $458
|
17
$441
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.23K+ 25.22% |
$222K - $249K
|
45.8K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
591New |
$14.2K - $15.9K
|
591
$15.3K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-187- 1.5% |
$4.5K - $5.04K
|
12.3K
$319K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
192New |
$4.62K - $5.18K
|
192
$4.99K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.14KNew |
$196K - $220K
|
8.14K
$211K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.7KNew |
$233K - $251K
|
9.7K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9KNew |
$263K - $283K
|
10.9K
$284K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17.7K+ 8.87% |
$426K - $457K
|
217K
$5.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.99KNew |
$72.1K - $77.4K
|
2.99K
$77.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.08KNew |
$26.1K - $28K
|
1.08K
$28.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
458New |
$11K - $11.8K
|
458
$11.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
243New |
$5.85K - $6.28K
|
243
$6.31K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
726+ 465.38% |
$17.5K - $18.8K
|
882
$22.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.07% |
$193 - $207
|
11.9K
$308K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
216New |
$5.2K - $5.59K
|
216
$5.61K
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
12KNew |
$288K - $309K
|
12K
$311K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.71K+ 620.11% |
$186K - $199K
|
8.95K
$232K
|
|
| Q1 2024 | |||||||
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.75KNew |
$40.5K - $43.9K
|
1.75K
$45.4K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.18KNew |
$27.4K - $29.7K
|
1.18K
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
10KNew |
$232K - $252K
|
10K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
716New |
$16.6K - $18K
|
716
$18.6K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
221KNew |
$5.1M - $5.54M
|
221K
$5.73M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-361- 1.43% |
$8.35K - $9.06K
|
24.9K
$648K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.44K- 22.34% |
$56.4K - $61.2K
|
8.47K
$220K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.3K+ 33.98% |
$330K - $358K
|
56.2K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
54New |
$1.25K - $1.36K
|
54
$1.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.9KNew |
$206K - $223K
|
8.9K
$231K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.01KNew |
$185K - $201K
|
8.01K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
50New |
$1.16K - $1.26K
|
50
$1.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.97KNew |
$68.7K - $74.5K
|
2.97K
$77.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$321K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
3+ 0.04% |
$69.4 - $75.3
|
6.91K
$179K
|
|
| Q4 2023 | |||||||
|
Oct 18, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11.4KNew |
$233K - $275K
|
11.4K
$295K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
29New |
$596 - $703
|
29
$753
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
10.8KNew |
$223K - $263K
|
10.8K
$282K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 68.77% |
$49.3K - $58.2K
|
1.09K
$28.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
574New |
$11.8K - $13.9K
|
574
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$502K - $591K
|
24.4K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.24KNew |
$66.6K - $78.5K
|
3.24K
$84.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-386- 82.66% |
$7.93K - $9.35K
|
81
$2.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
40.3KNew |
$828K - $977K
|
40.3K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.8KNew |
$78.1K - $92.1K
|
3.8K
$98.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20.9K- 19.37% |
$429K - $506K
|
87K
$2.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 100.0% |
$247 - $291
|
24
$623
|
|