Latest Institutional Transactions on Dimensional ETF Tr Dimensional (DFIS)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
10.9K+ 4.26% |
$324K - $347K
|
267K
$8.4M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.69K- 2.94% |
$169K - $181K
|
188K
$5.9M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-283- 33.49% |
$8.39K - $8.99K
|
562
$17.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-8.31K- 8.08% |
$246K - $264K
|
94.5K
$2.97M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
137New |
$4.06K - $4.35K
|
137
$4.3K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 2.74% |
$39K - $41.8K
|
46.8K
$1.47M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5KNew |
$148K - $159K
|
5K
$157K
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.95K+ 12.01% |
$295K - $316K
|
92.8K
$2.92M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19+ 0.08% |
$563 - $604
|
22.7K
$712K
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 0.11% |
$385 - $413
|
11.8K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-24.5K- 6.19% |
$726K - $778K
|
371K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3- 0.01% |
$88.9 - $95.3
|
59.6K
$1.87M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.35K- 4.98% |
$218K - $234K
|
140K
$4.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 14.68% |
$840K - $900K
|
221K
$6.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-187K- 5.61% |
$5.56M - $5.96M
|
3.16M
$99.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12K+ 6.24% |
$357K - $382K
|
205K
$6.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9K+ 20.07% |
$1.12M - $1.2M
|
227K
$7.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.6KNew |
$580K - $621K
|
19.6K
$615K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.52KNew |
$104K - $112K
|
3.52K
$111K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 15.21% |
$407K - $436K
|
76.6K
$2.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.9K+ 34.83% |
$1M - $1.08M
|
131K
$4.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67.9K+ 65.11% |
$2.01M - $2.16M
|
172K
$5.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.1K+ 2.55% |
$448K - $480K
|
608K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 9.0% |
$45.6K - $48.9K
|
18.6K
$585K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
188K+ 351.21% |
$5.56M - $5.96M
|
241K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.0% |
$29.7 - $31.8
|
21.3K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.7K+ 25.53% |
$348K - $372K
|
57.6K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.9K+ 42.87% |
$886K - $949K
|
99.6K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-36.3K- 11.39% |
$1.08M - $1.15M
|
282K
$8.88M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.91K+ 17.46% |
$116K - $124K
|
26.3K
$828K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.9K- 18.52% |
$441K - $473K
|
65.5K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
3.2K+ 7.41% |
$94.9K - $102K
|
46.4K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8K+ 58.81% |
$618K - $662K
|
56.3K
$1.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
273K+ 13.06% |
$8.09M - $8.67M
|
2.36M
$74.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$890 - $953
|
30
$943
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.24K+ 11.69% |
$66.5K - $71.2K
|
21.4K
$673K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.6K- 18.25% |
$671K - $719K
|
101K
$3.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.25K+ 1.68% |
$37.1K - $39.7K
|
75.6K
$2.38M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.85KNew |
$292K - $313K
|
9.85K
$309K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
210+ 1.97% |
$6.23K - $6.67K
|
10.9K
$342K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 10.65% |
$161K - $173K
|
56.5K
$1.78M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.07K+ 297.27% |
$61.3K - $65.7K
|
2.77K
$86.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 10.53% |
$799K - $856K
|
283K
$8.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20- 0.06% |
$593 - $635
|
34.3K
$1.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.71KNew |
$288K - $309K
|
9.71K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
235+ 37.6% |
$6.97K - $7.47K
|
860
$27K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
113K+ 9.1% |
$3.36M - $3.59M
|
1.36M
$42.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.05K+ 8.35% |
$31K - $33.3K
|
13.6K
$427K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-477- 41.84% |
$14.1K - $15.2K
|
663
$20.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.77K+ 2.07% |
$52.3K - $56.1K
|
87.1K
$2.74M
|
|