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 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 6.02% |
$63.4K - $69.5K
|
51.2K
$1.61M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.69KNew |
$36.8K - $40.3K
|
1.69K
$53K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
95New |
$2.07K - $2.27K
|
95
$2.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34New |
$742 - $812
|
34
$1.07K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$2.26M - $2.4M
|
102K
$3.2M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
12.1KNew |
$268K - $284K
|
12.1K
$379K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.09K+ 6.42% |
$68.7K - $72.7K
|
51.2K
$1.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
29New |
$646 - $683
|
29
$911
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$44.5 - $47.1
|
2
$62.8
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 14.29% |
$22.3 - $23.6
|
8
$251
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26.1KNew |
$477K - $578K
|
26.1K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.9KNew |
$218K - $264K
|
11.9K
$374K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
878K+ 50.86% |
$16.1M - $19.9M
|
2.6M
$81.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.23K+ 45.98% |
$77.6K - $95.9K
|
13.4K
$422K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
21.1KNew |
$439K - $533K
|
21.1K
$664K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.9KNew |
$310K - $376K
|
14.9K
$469K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.9M - $10.1M
|
400K
$12.6M
|
|