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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.03MNew |
$23.9M - $30.8M
|
1.03M
$31.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
272KNew |
$6.3M - $8.11M
|
272K
$8.24M
|
|
|
Jul 23, 2025
Q2 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
207KNew |
$4.81M - $6.18M
|
207K
$6.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
BUY
|
- |
192K+ 566.7% |
$4.46M - $5.74M
|
226K
$6.86M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
174K+ 96.47% |
$4.04M - $5.19M
|
354K
$10.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
150KNew |
$3.49M - $4.48M
|
150K
$4.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
112K+ 7.75% |
$2.59M - $3.33M
|
1.55M
$47.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
83K+ 26.04% |
$1.93M - $2.48M
|
402K
$12.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57.4K+ 110.07% |
$1.33M - $1.71M
|
110K
$3.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
53.2K+ 16.73% |
$1.23M - $1.59M
|
371K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
49.1K+ 458.14% |
$1.14M - $1.47M
|
59.8K
$1.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
39.8K+ 3.51% |
$922K - $1.19M
|
1.17M
$35.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
35K+ 16.36% |
$813K - $1.05M
|
249K
$7.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32.1K+ 8.85% |
$744K - $957K
|
395K
$12M
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
27.5K+ 6.92% |
$638K - $820K
|
425K
$12.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25.7K+ 14.96% |
$595K - $766K
|
197K
$5.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
19.7K+ 7.29% |
$457K - $588K
|
290K
$8.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
18.3K+ 62.18% |
$424K - $546K
|
47.7K
$1.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
17.4K+ 16.84% |
$403K - $519K
|
121K
$3.66M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
14.7K+ 9.31% |
$340K - $438K
|
172K
$5.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.2K+ 1.23% |
$305K - $392K
|
1.08M
$32.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.1K+ 4.47% |
$304K - $390K
|
306K
$9.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.99KNew |
$232K - $298K
|
9.99K
$303K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9.26K+ 0.66% |
$215K - $276K
|
1.42M
$43.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.41K+ 4.44% |
$126K - $161K
|
127K
$3.86M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.81K+ 10.82% |
$112K - $143K
|
49.2K
$1.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.72K+ 28.37% |
$110K - $141K
|
21.4K
$648K
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.14K+ 8.07% |
$95.9K - $123K
|
55.3K
$1.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.08K+ 11.13% |
$94.7K - $122K
|
40.8K
$1.24M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.28K+ 22.87% |
$76.2K - $98K
|
17.6K
$535K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.97K+ 11.23% |
$68.9K - $88.7K
|
29.4K
$893K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.44K+ 2.08% |
$56.5K - $72.7K
|
119K
$3.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.18K+ 13.29% |
$50.5K - $65K
|
18.6K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 0.8% |
$47.3K - $60.8K
|
256K
$7.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 41.66% |
$37.8K - $48.7K
|
5.55K
$168K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.67% |
$27.3K - $35.1K
|
45.1K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
888+ 1.29% |
$20.6K - $26.5K
|
69.7K
$2.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
691+ 96.11% |
$16K - $20.6K
|
1.41K
$42.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
649New |
$15.1K - $19.4K
|
649
$19.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
631+ 1.59% |
$14.6K - $18.8K
|
40.4K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
530New |
$12.3K - $15.8K
|
530
$16.1K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
130+ 1.15% |
$3.02K - $3.88K
|
11.4K
$347K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
129New |
$2.99K - $3.85K
|
129
$3.91K
|
|
|
Jul 22, 2025
Q2 2025
|
Awm Capital, LLC
|
BUY
|
- |
33+ 0.24% |
$766 - $985
|
14.1K
$426K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13New |
$302 - $388
|
13
$394
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.9MNew |
$93.4M - $105M
|
3.9M
$118M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.79MNew |
$90.7M - $102M
|
3.79M
$115M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
850KNew |
$20.3M - $22.9M
|
850K
$25.8M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
325K+ 2210.59% |
$7.77M - $8.74M
|
340K
$10.3M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
244KNew |
$5.82M - $6.55M
|
244K
$7.39M
|
|