Dimensional ETF Tr Dimensional DFIS

DFIS Quotes by TradingView
Institutional shares held 91.1 Million
0 calls
0 puts
Total value of holdings $2.44B
$0 calls
$0 puts
# of Institutions 246

Quarterly Institutional Activity in DFIS

Shares Bought
Shares Sold
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Top Institutions Holding DFIS

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Latest Institutional Activity in DFIS

Top Purchases

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 3.9M ($106M)
3.9M Shares purchased
New Holding
Q1 2025
First Citizens Bank & Trust CO Shares Held: 3.79M ($103M)
3.79M Shares purchased
New Holding
Q1 2025
Mather Group, Llc. Shares Held: 11.4M ($310M)
738K Shares purchased
6.91% Added
Q1 2025
Brand Asset Management Group, Inc. Shares Held: 180K ($4.9M)
180K Shares purchased
New Holding
Q1 2025
Tci Wealth Advisors, Inc. Shares Held: 1.41M ($38.4M)
118K Shares purchased
9.14% Added
View All Buyers

Top Sells

Q1 2025
Advisory Alpha, LLC Shares Held: 14.7K ($400K)
212K Shares sold
93.52% Reduced
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 254K ($6.9M)
19K Shares sold
6.95% Reduced
Q1 2025
Evanson Asset Management, LLC Shares Held: 1.13M ($30.8M)
14.9K Shares sold
1.3% Reduced
Q1 2025
Ronald Blue Trust, Inc. Shares Held: 59.7K ($1.62M)
10.7K Shares sold
15.2% Reduced
Q1 2025
Lam Group, Inc. Shares Held: 127K ($3.46M)
9.04K Shares sold
6.63% Reduced
View All Sellers

About DFIS

DFIS Chart by TradingView
DFIS Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on DFIS