Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFIS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
9.2M+ 2899.78% |
$213M - $274M
|
9.51M
$293M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.03MNew |
$23.9M - $30.8M
|
1.03M
$31.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589K+ 13016.47% |
$13.7M - $17.6M
|
593K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
570KNew |
$13.2M - $17M
|
570K
$17.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
340K+ 19.17% |
$7.89M - $10.1M
|
2.11M
$65.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
291K+ 1.58% |
$6.74M - $8.67M
|
18.7M
$577M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
284K+ 15.74% |
$6.59M - $8.48M
|
2.09M
$64.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
272KNew |
$6.3M - $8.11M
|
272K
$8.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
207KNew |
$4.81M - $6.18M
|
207K
$6.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
192K+ 566.7% |
$4.46M - $5.74M
|
226K
$6.98M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
174K+ 96.47% |
$4.04M - $5.19M
|
354K
$10.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150KNew |
$3.49M - $4.48M
|
150K
$4.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
142K+ 273.14% |
$3.29M - $4.23M
|
194K
$5.97M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
112K+ 7.75% |
$2.59M - $3.33M
|
1.55M
$47.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
83K+ 26.04% |
$1.93M - $2.48M
|
402K
$12.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
74.3KNew |
$1.72M - $2.22M
|
74.3K
$2.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
69.8KNew |
$1.62M - $2.08M
|
69.8K
$2.15M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.5K+ 4.08% |
$1.61M - $2.07M
|
1.77M
$54.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57.4K+ 110.07% |
$1.33M - $1.71M
|
110K
$3.38M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
53.2K+ 16.73% |
$1.23M - $1.59M
|
371K
$11.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
49.1K+ 458.14% |
$1.14M - $1.47M
|
59.8K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.1K+ 3.68% |
$1.02M - $1.32M
|
1.24M
$38.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
43.1K+ 70.45% |
$1M - $1.29M
|
104K
$3.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
39.8K+ 3.51% |
$922K - $1.19M
|
1.17M
$36.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
38.8KNew |
$900K - $1.16M
|
38.8K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
38.1K+ 7.79% |
$883K - $1.14M
|
527K
$16.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
35K+ 16.36% |
$813K - $1.05M
|
249K
$7.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32.1K+ 8.85% |
$744K - $957K
|
395K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
29K+ 11.0% |
$672K - $864K
|
292K
$9.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28.2K+ 14.28% |
$655K - $842K
|
226K
$6.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
27.9K+ 4.59% |
$648K - $833K
|
636K
$19.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.5K+ 6.92% |
$638K - $820K
|
425K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25.7K+ 14.96% |
$595K - $766K
|
197K
$6.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
25.4K+ 38.57% |
$588K - $757K
|
91.1K
$2.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
22.6KNew |
$525K - $676K
|
22.6K
$698K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
22.3K+ 6.57% |
$518K - $666K
|
362K
$11.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
21.7K+ 9.3% |
$503K - $646K
|
255K
$7.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 15.72% |
$499K - $641K
|
158K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
19.7K+ 7.29% |
$457K - $588K
|
290K
$8.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
18.7K+ 115.58% |
$435K - $559K
|
34.9K
$1.08M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
18.5KNew |
$428K - $551K
|
18.5K
$569K
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
18.3K+ 62.18% |
$424K - $546K
|
47.7K
$1.47M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.4K+ 16.84% |
$403K - $519K
|
121K
$3.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.4K+ 102.48% |
$403K - $518K
|
34.3K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.1KNew |
$375K - $482K
|
16.1K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
15.9K+ 13.45% |
$369K - $474K
|
134K
$4.13M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
14.7K+ 9.31% |
$340K - $438K
|
172K
$5.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.4K+ 15.65% |
$334K - $429K
|
106K
$3.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
13.5K+ 7.8% |
$314K - $403K
|
187K
$5.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.2K+ 1.23% |
$305K - $392K
|
1.08M
$33.4M
|