Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFIS)

DFIS Quotes by TradingView

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
Wp Wealth LLP

Fort Worth, TX
BUY
 -
71
+ 0.17%
$2.11K - $2.26K
40.9K $1.29M
Nov 04, 2025 Q3 2025
Topsail Wealth Management, LLC

Charlotte, NC
BUY
 -
71
New
$2.11K - $2.26K
71 $2.23K
Nov 12, 2025 Q3 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
42
New
$1.25K - $1.33K
42 $1.32K
Nov 10, 2025 Q3 2025
Fortis Capital Management LLC

BUY
 -
42
+ 0.35%
$1.25K - $1.33K
11.9K $374K
Oct 29, 2025 Q3 2025
Chicago Partners Investment Group LLC

BUY
 -
40
+ 0.12%
$1.19K - $1.27K
32.3K $1.02M
Oct 23, 2025 Q3 2025
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
31
+ 0.35%
$919 - $985
8.78K $276K
Nov 14, 2025 Q3 2025
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
30
New
$890 - $953
30 $943
Nov 10, 2025 Q3 2025
Partners In Financial Planning

Salem, VA
BUY
 -
30
+ 0.24%
$890 - $953
12.4K $388K
Nov 17, 2025 Q3 2025
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
19
+ 0.08%
$563 - $604
22.7K $712K
Oct 31, 2025 Q3 2025
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
11
+ 0.36%
$326 - $349
3.1K $97.4K
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
5
+ 0.05%
$148 - $159
10K $314K
Oct 27, 2025 Q3 2025
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
2
+ 0.51%
$59.3 - $63.5
396 $12.4K
Nov 14, 2025 Q3 2025
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1
+ 0.0%
$29.7 - $31.8
21.3K $670K
Nov 13, 2025 Q3 2025
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1
+ 0.01%
$29.7 - $31.8
14.4K $452K
Q2 2025
Aug 13, 2025 Q2 2025
M Holdings Securities, Inc.

Portland, OR
BUY
 -
16.1K
New
$375K - $482K
16.1K $507K
Aug 12, 2025 Q2 2025
Martin Worley Group

Cottonwood Heights, UT
BUY
 -
15.9K
+ 13.45%
$369K - $474K
134K $4.21M
Aug 14, 2025 Q2 2025
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
7.62K
New
$177K - $228K
7.62K $240K
Aug 12, 2025 Q2 2025
Hanover Advisors Inc

Seneca, SC
BUY
 -
7.28K
New
$169K - $217K
7.28K $229K
Aug 08, 2025 Q2 2025
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
7.18K
New
$166K - $214K
7.18K $225K
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
6.2K
New
$144K - $185K
6.2K $195K
Aug 12, 2025 Q2 2025
Global Retirement Partners, LLC

BUY
 -
2.47K
New
$57.4K - $73.8K
2.47K $77.7K
Jul 30, 2025 Q2 2025
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.01K
+ 11.71%
$23.5K - $30.2K
9.65K $303K
Jul 15, 2025 Q2 2025
Fifth Third Bancorp

BUY
 -
691
+ 96.11%
$16K - $20.6K
1.41K $44.3K
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
661
New
$15.3K - $19.7K
661 $20.8K
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
649
New
$15.1K - $19.4K
649 $20.4K
Jul 14, 2025 Q2 2025
Ridgewood Investments LLC

BUY
 -
530
New
$12.3K - $15.8K
530 $16.7K
Jul 25, 2025 Q2 2025
Tranquility Partners, LLC

BUY
 -
352
+ 2.3%
$8.17K - $10.5K
15.7K $492K
Aug 14, 2025 Q2 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
262
+ 24.04%
$6.08K - $7.82K
1.35K $42.5K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
156
New
$3.62K - $4.66K
156 $4.9K
Aug 14, 2025 Q2 2025
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
134
New
$3.11K - $4K
134 $4.21K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
129
New
$2.99K - $3.85K
129 $4.05K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
96
+ 1.19%
$2.23K - $2.86K
8.16K $256K
Jul 28, 2025 Q2 2025
Rosenberg Matthew Hamilton

BUY
 -
21
New
$487 - $627
21 $660
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
13
New
$302 - $388
13 $408
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 15, 2025 Q1 2025
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
109K
+ 22.63%
$2.61M - $2.93M
591K $18.6M
Apr 02, 2025 Q1 2025
Marcum Wealth, LLC

BUY
 -
10.1K
+ 8.13%
$242K - $272K
135K $4.23M
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
4.99K
New
$119K - $134K
4.99K $157K
May 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.05K
New
$25K - $28.1K
1.05K $32.9K
May 08, 2025 Q1 2025
Modera Wealth Management, LLC

BUY
 -
487
+ 2.19%
$11.6K - $13.1K
22.8K $715K
May 02, 2025 Q1 2025
Whittier Trust CO Of Nevada Inc

BUY
 -
448
New
$10.7K - $12K
448 $14.1K
Apr 09, 2025 Q1 2025
Dakota Community Bank & Trust Na

Hebron, ND
BUY
 -
346
New
$8.28K - $9.3K
346 $10.9K
Apr 16, 2025 Q1 2025
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
304
New
$7.27K - $8.17K
304 $9.55K
Apr 15, 2025 Q1 2025
Cx Institutional

BUY
 -
67
New
$1.6K - $1.8K
67 $2.11K
Apr 29, 2025 Q1 2025
Fairway Wealth LLC

Independence, OH
BUY
 -
23
New
$550 - $618
23 $723
Apr 09, 2025 Q1 2025
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
8
New
$191 - $215
8 $251
Q4 2024
Feb 12, 2025 Q4 2024
Riggs Capital Management LLC

American Fork, UT
BUY
 -
19.3K
New
$469K - $517K
19.3K $608K
Feb 18, 2025 Q4 2024
Gts Securities LLC

New York, NY
BUY
 -
19K
New
$460K - $507K
19K $596K
Feb 11, 2025 Q4 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
15.2K
New
$369K - $406K
15.2K $478K

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