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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
625+ 0.61% |
$15K - $16.9K
|
103K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
601+ 3.12% |
$14.5K - $16.2K
|
19.9K
$506K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
595+ 0.97% |
$14.3K - $16K
|
61.8K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
591New |
$14.2K - $15.9K
|
591
$15.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
482+ 0.17% |
$11.6K - $13K
|
279K
$7.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
271+ 1.28% |
$6.52K - $7.31K
|
21.4K
$545K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
192New |
$4.62K - $5.18K
|
192
$4.89K
|
|
|
Oct 11, 2024
Q3 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
170+ 1.13% |
$4.09K - $4.58K
|
15.3K
$389K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
130New |
$3.13K - $3.51K
|
130
$3.31K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
$2.98K - $3.34K
|
124
$3.16K
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
95+ 0.82% |
$2.29K - $2.56K
|
11.6K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
67+ 12.07% |
$1.61K - $1.81K
|
622
$15.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
55+ 0.29% |
$1.32K - $1.48K
|
18.8K
$480K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 196.15% |
$1.23K - $1.38K
|
77
$1.96K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
49New |
$1.18K - $1.32K
|
49
$1.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 0.17% |
$1.01K - $1.13K
|
25.3K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
36+ 0.31% |
$866 - $971
|
11.6K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
33+ 0.24% |
$794 - $890
|
13.9K
$355K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.31% |
$722 - $809
|
9.76K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
26+ 0.3% |
$626 - $701
|
8.55K
$218K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
17New |
$409 - $458
|
17
$433
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
16+ 0.07% |
$385 - $432
|
22.7K
$578K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
9+ 0.3% |
$217 - $243
|
3.02K
$76.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
8+ 0.04% |
$192 - $216
|
19.2K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
6+ 0.29% |
$144 - $162
|
2.04K
$52K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
4+ 0.07% |
$96.2 - $108
|
5.45K
$139K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
17.7K+ 8.87% |
$426K - $457K
|
217K
$5.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
12KNew |
$288K - $309K
|
12K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
10.9KNew |
$263K - $283K
|
10.9K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
9.7KNew |
$233K - $251K
|
9.7K
$247K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
7.71K+ 620.11% |
$186K - $199K
|
8.95K
$228K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.08K+ 16.32% |
$74.1K - $79.6K
|
21.9K
$559K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.99KNew |
$72.1K - $77.4K
|
2.99K
$76.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18KNew |
$28.3K - $30.4K
|
1.18K
$29.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.08KNew |
$26.1K - $28K
|
1.08K
$27.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
726+ 465.38% |
$17.5K - $18.8K
|
882
$22.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
458New |
$11K - $11.8K
|
458
$11.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
243New |
$5.85K - $6.28K
|
243
$6.19K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
216New |
$5.2K - $5.59K
|
216
$5.5K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
99+ 5.15% |
$2.38K - $2.56K
|
2.02K
$51.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
221KNew |
$5.1M - $5.54M
|
221K
$5.62M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
42.4K+ 5.6% |
$981K - $1.06M
|
800K
$20.4M
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.3K+ 33.98% |
$330K - $358K
|
56.2K
$1.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
12.4KNew |
$286K - $310K
|
12.4K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
10KNew |
$232K - $252K
|
10K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
8.9KNew |
$206K - $223K
|
8.9K
$227K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
8.01KNew |
$185K - $201K
|
8.01K
$204K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2.97KNew |
$68.7K - $74.5K
|
2.97K
$75.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.75KNew |
$40.5K - $43.9K
|
1.75K
$44.6K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.18KNew |
$27.4K - $29.7K
|
1.18K
$30.2K
|
|