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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 1.06% |
$27.2K - $35K
|
110K
$3.44M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.01K+ 11.71% |
$23.5K - $30.2K
|
9.65K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.65K- 29.47% |
$224K - $288K
|
23.1K
$726K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
661New |
$15.3K - $19.7K
|
661
$20.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21New |
$487 - $627
|
21
$660
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
BUY
|
- |
352+ 2.3% |
$8.17K - $10.5K
|
15.7K
$492K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
649New |
$15.1K - $19.4K
|
649
$20.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129New |
$2.99K - $3.85K
|
129
$4.05K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.91K- 21.39% |
$44.3K - $56.9K
|
7.01K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
691+ 96.11% |
$16K - $20.6K
|
1.41K
$44.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.4K- 13.16% |
$125K - $161K
|
35.6K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$302 - $388
|
13
$408
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
530New |
$12.3K - $15.8K
|
530
$16.7K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 15.98% |
$353K - $397K
|
77.7K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05KNew |
$25K - $28.1K
|
1.05K
$32.9K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-162- 0.71% |
$3.88K - $4.36K
|
22.6K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99KNew |
$119K - $134K
|
4.99K
$157K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 8.45% |
$14.8K - $16.6K
|
6.69K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
487+ 2.19% |
$11.6K - $13.1K
|
22.8K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-132- 7.92% |
$3.16K - $3.55K
|
1.53K
$48.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
448New |
$10.7K - $12K
|
448
$14.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$550 - $618
|
23
$723
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.97K - $4.46K
|
166
$5.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$7.27K - $8.17K
|
304
$9.55K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
67New |
$1.6K - $1.8K
|
67
$2.11K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
109K+ 22.63% |
$2.61M - $2.93M
|
591K
$18.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.17K- 96.13% |
$99.8K - $112K
|
168
$5.28K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
346New |
$8.28K - $9.3K
|
346
$10.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$191 - $215
|
8
$251
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 8.13% |
$242K - $272K
|
135K
$4.23M
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19KNew |
$460K - $507K
|
19K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40New |
$970 - $1.07K
|
40
$1.26K
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 0.2% |
$97 - $107
|
2.02K
$63.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.9K- 4.28% |
$581K - $639K
|
535K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.26KNew |
$200K - $220K
|
8.26K
$259K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8New |
$194 - $214
|
8
$251
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
676New |
$16.4K - $18K
|
676
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
19.3KNew |
$469K - $517K
|
19.3K
$608K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$369K - $406K
|
15.2K
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
17New |
$412 - $454
|
17
$534
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
335New |
$8.12K - $8.94K
|
335
$10.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
199New |
$4.83K - $5.31K
|
199
$6.25K
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
4.34KNew |
$105K - $116K
|
4.34K
$136K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$23.8K - $26.2K
|
980
$30.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 91.35% |
$6.4K - $7.05K
|
25
$786
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
171New |
$4.15K - $4.57K
|
171
$5.37K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
188New |
$4.56K - $5.02K
|
188
$5.91K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$289K - $318K
|
11.9K
$374K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
120+ 0.64% |
$2.91K - $3.2K
|
19K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
181New |
$4.39K - $4.83K
|
181
$5.69K
|
|