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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
520K+ 5.12% |
$12.6M - $13.9M
|
10.7M
$269M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
390KNew |
$9.46M - $10.4M
|
390K
$9.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
241KNew |
$5.84M - $6.43M
|
241K
$6.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
227K+ 2322.96% |
$5.5M - $6.05M
|
237K
$5.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
222K+ 1914.26% |
$5.39M - $5.94M
|
234K
$5.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
205KNew |
$4.97M - $5.47M
|
205K
$5.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189K+ 17.07% |
$4.57M - $5.03M
|
1.29M
$32.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
159K+ 342.1% |
$3.86M - $4.25M
|
206K
$5.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124K+ 32.55% |
$3.01M - $3.31M
|
505K
$12.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 9.4% |
$2.88M - $3.17M
|
1.38M
$34.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
85.9K+ 0.7% |
$2.08M - $2.29M
|
12.4M
$313M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
85.2KNew |
$2.07M - $2.27M
|
85.2K
$2.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
70.4K+ 6.54% |
$1.71M - $1.88M
|
1.15M
$28.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
62.2K+ 6.53% |
$1.51M - $1.66M
|
1.01M
$25.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
61.5K+ 12.09% |
$1.49M - $1.64M
|
570K
$14.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
61.3K+ 113.04% |
$1.49M - $1.64M
|
116K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
43.2KNew |
$1.05M - $1.15M
|
43.2K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
39.5K+ 8.93% |
$958K - $1.05M
|
482K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37.2KNew |
$901K - $992K
|
37.2K
$936K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33.2K+ 32.21% |
$806K - $887K
|
136K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
32.8K+ 34.6% |
$795K - $875K
|
127K
$3.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28.3K+ 23.91% |
$687K - $756K
|
147K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28.3K+ 13.85% |
$685K - $755K
|
232K
$5.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.7K+ 51.18% |
$673K - $740K
|
81.9K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 29.52% |
$464K - $511K
|
84K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9KNew |
$411K - $452K
|
16.9K
$427K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 11.74% |
$410K - $452K
|
161K
$4.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
16.3K+ 81.99% |
$395K - $435K
|
36.2K
$911K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$355K - $391K
|
14.6K
$369K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.1K+ 25.08% |
$342K - $377K
|
70.4K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
13.2K+ 7.89% |
$321K - $353K
|
181K
$4.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.7K+ 34.56% |
$308K - $339K
|
49.4K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.3K+ 13.84% |
$299K - $329K
|
101K
$2.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$289K - $318K
|
11.9K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
11.7K+ 156.54% |
$283K - $312K
|
19.2K
$482K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.9K+ 5.83% |
$264K - $291K
|
198K
$4.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.33K+ 4.29% |
$226K - $249K
|
227K
$5.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.93K+ 42.82% |
$216K - $238K
|
29.8K
$750K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.82K+ 40.19% |
$214K - $235K
|
30.8K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
8.32KNew |
$202K - $222K
|
8.32K
$210K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.2K+ 4.65% |
$199K - $219K
|
184K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.7K+ 21.88% |
$187K - $206K
|
42.9K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.47K+ 4.52% |
$181K - $199K
|
173K
$4.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.12K+ 6.06% |
$173K - $190K
|
125K
$3.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.55K+ 19.17% |
$134K - $148K
|
34.5K
$868K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.21K+ 13.07% |
$102K - $112K
|
36.4K
$916K
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.93K+ 18.69% |
$95.3K - $105K
|
25K
$629K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.39K+ 3.62% |
$82.1K - $90.4K
|
96.8K
$2.44M
|
|
|
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
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.27K+ 5.04% |
$55.1K - $60.6K
|
47.3K
$1.19M
|