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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.8K+ 5.93% |
$612K - $637K
|
354K
$11.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.06K+ 9.12% |
$187K - $195K
|
72.5K
$2.28M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
776+ 5.71% |
$24K - $24.9K
|
14.4K
$451K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
17.7K+ 9.58% |
$548K - $571K
|
203K
$6.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
250K+ 442.06% |
$7.72M - $8.04M
|
307K
$9.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.75K+ 10.25% |
$147K - $153K
|
51.1K
$1.61M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12K+ 52.92% |
$370K - $385K
|
34.6K
$1.09M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.88K+ 10.06% |
$244K - $253K
|
86.3K
$2.71M
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.95K+ 3.83% |
$60.3K - $62.8K
|
53K
$1.67M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
231New |
$7.14K - $7.43K
|
231
$7.26K
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.2K- 6.24% |
$98.9K - $103K
|
48.1K
$1.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 0.37% |
$1.14K - $1.19K
|
10K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.41K+ 7.97% |
$43.6K - $45.4K
|
19.1K
$601K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 8.44% |
$726K - $756K
|
302K
$9.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-650- 4.38% |
$20.1K - $20.9K
|
14.2K
$446K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 2.02% |
$68.6K - $71.4K
|
112K
$3.51M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
18K+ 7.91% |
$555K - $578K
|
245K
$7.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-8- 0.07% |
$247 - $257
|
12K
$377K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-64.7K- 3.97% |
$2M - $2.08M
|
1.56M
$49.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.32K+ 5.87% |
$226K - $235K
|
132K
$4.15M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-111- 36.51% |
$3.43K - $3.57K
|
193
$6.06K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
81New |
$2.5K - $2.6K
|
81
$2.55K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.03KNew |
$62.6K - $65.1K
|
2.03K
$63.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.1K+ 2.86% |
$1.15M - $1.19M
|
1.34M
$42M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 2.79% |
$155K - $161K
|
185K
$5.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.2K- 21.6% |
$130K - $135K
|
15.2K
$479K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.76KNew |
$271K - $282K
|
8.76K
$275K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.16KNew |
$252K - $262K
|
8.16K
$256K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
371+ 1.67% |
$11.5K - $11.9K
|
22.5K
$708K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
818New |
$25.3K - $26.3K
|
818
$25.7K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.19KNew |
$191K - $199K
|
6.19K
$194K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.25% |
$3.74K - $3.89K
|
9.57K
$301K
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 0.81% |
$63.9K - $66.5K
|
252K
$7.92M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-797- 7.12% |
$24.6K - $25.6K
|
10.4K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.21K+ 5.46% |
$254K - $264K
|
159K
$4.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-163K- 16.26% |
$5.04M - $5.25M
|
841K
$26.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-35.9K- 19.75% |
$1.11M - $1.15M
|
146K
$4.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.1K- 1.4% |
$34K - $35.4K
|
77.3K
$2.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 12.19% |
$530K - $552K
|
158K
$4.96M
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9.1K- 3.72% |
$281K - $293K
|
236K
$7.41M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 1.9% |
$58.5K - $60.9K
|
101K
$3.19M
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-198- 0.52% |
$6.12K - $6.37K
|
38.1K
$1.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
143New |
$4.42K - $4.6K
|
143
$4.49K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
84.1K+ 5.24% |
$2.6M - $2.7M
|
1.69M
$53M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.87KNew |
$263K - $282K
|
8.87K
$279K
|
|
|
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
|
|