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 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.38K- 8.34% |
$129K - $145K
|
59.1K
$1.77M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.17K+ 14.01% |
$99.8K - $112K
|
33.9K
$1.02M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 8.13% |
$242K - $272K
|
135K
$4.04M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.55K- 6.0% |
$159K - $175K
|
102K
$3.07M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
19.6KNew |
$474K - $522K
|
19.6K
$587K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19KNew |
$460K - $507K
|
19K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
663New |
$16.1K - $17.7K
|
663
$19.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.22K+ 15.62% |
$175K - $193K
|
53.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40New |
$970 - $1.07K
|
40
$1.2K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 0.2% |
$97 - $107
|
2.02K
$60.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.9K- 4.28% |
$581K - $639K
|
535K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.71K- 8.18% |
$138K - $152K
|
64K
$1.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.26KNew |
$200K - $220K
|
8.26K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8New |
$194 - $214
|
8
$240
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.6K+ 94.8% |
$354K - $390K
|
30K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.78% |
$72.8 - $80.1
|
388
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
676New |
$16.4K - $18K
|
676
$20.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
19.3KNew |
$469K - $517K
|
19.3K
$580K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
17New |
$412 - $454
|
17
$510
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$369K - $406K
|
15.2K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
335New |
$8.12K - $8.94K
|
335
$10.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4.34KNew |
$105K - $116K
|
4.34K
$130K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
199New |
$4.83K - $5.31K
|
199
$5.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-311- 16.71% |
$7.54K - $8.3K
|
1.55K
$46.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
171New |
$4.15K - $4.57K
|
171
$5.13K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
188New |
$4.56K - $5.02K
|
188
$5.64K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$23.8K - $26.2K
|
980
$29.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 91.35% |
$6.4K - $7.05K
|
25
$750
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 0.95% |
$1.55K - $1.71K
|
6.79K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$355K - $391K
|
14.6K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.49K- 10.91% |
$36.1K - $39.8K
|
12.2K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.25K- 7.57% |
$30.4K - $33.5K
|
15.3K
$460K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9KNew |
$411K - $452K
|
16.9K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$289K - $318K
|
11.9K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
120+ 0.64% |
$2.91K - $3.2K
|
19K
$569K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181New |
$4.39K - $4.83K
|
181
$5.43K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-148- 1.02% |
$3.59K - $3.95K
|
14.4K
$431K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
800New |
$19.2K - $21.6K
|
800
$24K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$315K - $354K
|
13.1K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-79- 5.01% |
$1.9K - $2.13K
|
1.5K
$44.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$1.18K - $1.32K
|
49
$1.47K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
33.3K+ 6.87% |
$802K - $899K
|
519K
$15.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$46.1K - $51.7K
|
1.92K
$57.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
$2.98K - $3.34K
|
124
$3.72K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
130New |
$3.13K - $3.51K
|
130
$3.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.23K+ 25.22% |
$222K - $249K
|
45.8K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$236K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
591New |
$14.2K - $15.9K
|
591
$17.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
192New |
$4.62K - $5.18K
|
192
$5.76K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
8.14KNew |
$196K - $220K
|
8.14K
$244K
|
|