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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.7K+ 5.17% |
$555K - $595K
|
381K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.9K+ 12.07% |
$501K - $537K
|
157K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2K+ 6.18% |
$481K - $515K
|
278K
$8.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
15.2K+ 1.54% |
$451K - $483K
|
1M
$31.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.1K+ 2.55% |
$448K - $480K
|
608K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
14.3K+ 2.4% |
$424K - $454K
|
610K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.3K+ 168.73% |
$423K - $453K
|
22.7K
$714K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
13.1K+ 7.61% |
$388K - $416K
|
185K
$5.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 234.15% |
$385K - $413K
|
18.5K
$582K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
13K+ 6.93% |
$384K - $412K
|
200K
$6.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 4.51% |
$374K - $401K
|
292K
$9.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12K+ 6.24% |
$357K - $382K
|
205K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9K+ 11.23% |
$354K - $379K
|
118K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.7K+ 25.53% |
$348K - $372K
|
57.6K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.4KNew |
$339K - $363K
|
11.4K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
11.3KNew |
$336K - $360K
|
11.3K
$356K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
10.9K+ 4.26% |
$324K - $347K
|
267K
$8.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2K+ 4.54% |
$304K - $325K
|
236K
$7.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.97K+ 5.86% |
$296K - $317K
|
180K
$5.66M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.95K+ 12.01% |
$295K - $316K
|
92.8K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.85KNew |
$292K - $313K
|
9.85K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.71KNew |
$288K - $309K
|
9.71K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.11K+ 14.96% |
$270K - $289K
|
70K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.02KNew |
$267K - $287K
|
9.02K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
8.27K+ 4.4% |
$245K - $263K
|
196K
$6.17M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 19.48% |
$231K - $248K
|
47.8K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.51K+ 32.66% |
$223K - $239K
|
30.5K
$959K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.5K+ 6.01% |
$222K - $238K
|
132K
$4.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.32K+ 24.16% |
$217K - $233K
|
37.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.32K+ 8.51% |
$217K - $232K
|
93.3K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.17K+ 5.64% |
$213K - $228K
|
134K
$4.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.12K+ 5.91% |
$211K - $226K
|
128K
$4.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.47K+ 2.54% |
$192K - $206K
|
261K
$8.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.46K+ 4.82% |
$192K - $205K
|
141K
$4.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.41K+ 1.45% |
$190K - $204K
|
448K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.11K+ 34.65% |
$181K - $194K
|
23.8K
$746K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.9K+ 11.99% |
$175K - $187K
|
55.1K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.71K+ 33.72% |
$169K - $181K
|
22.6K
$712K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.5K+ 4.61% |
$163K - $175K
|
125K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 10.65% |
$161K - $173K
|
56.5K
$1.78M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5KNew |
$148K - $159K
|
5K
$157K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
5K+ 11.07% |
$148K - $159K
|
50.1K
$1.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.84K+ 43.99% |
$143K - $154K
|
15.8K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4.67K+ 25.17% |
$139K - $148K
|
23.2K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
4.57K+ 13.08% |
$135K - $145K
|
39.5K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.57K+ 10.68% |
$135K - $145K
|
47.4K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.55K+ 23.64% |
$135K - $145K
|
23.8K
$748K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.13K+ 2.32% |
$122K - $131K
|
182K
$5.71M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.98K+ 8.34% |
$118K - $126K
|
51.7K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.91K+ 17.46% |
$116K - $124K
|
26.3K
$828K
|
|