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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
480+ 3.9% |
$11.6K - $12.8K
|
12.8K
$334K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
19.6KNew |
$474K - $522K
|
19.6K
$512K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
36.7K+ 14.65% |
$889K - $979K
|
287K
$7.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
5.19K+ 1.09% |
$126K - $139K
|
482K
$12.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
13.6KNew |
$330K - $363K
|
13.6K
$356K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
111KNew |
$2.69M - $2.97M
|
111K
$2.91M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19KNew |
$460K - $507K
|
19K
$496K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
88.4KNew |
$2.14M - $2.36M
|
88.4K
$2.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.06K+ 17.13% |
$98.4K - $108K
|
27.7K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.94K+ 1.6% |
$95.6K - $105K
|
250K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 11.79% |
$265K - $292K
|
104K
$2.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
663New |
$16.1K - $17.7K
|
663
$17.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
482New |
$11.7K - $12.9K
|
482
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 21.66% |
$148K - $163K
|
34.4K
$899K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62.8K+ 51.1% |
$1.52M - $1.68M
|
186K
$4.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-160- 0.63% |
$3.88K - $4.27K
|
25.2K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 8.27% |
$62.5K - $68.8K
|
28.6K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.84K- 15.12% |
$44.7K - $49.2K
|
10.3K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 2394.81% |
$717K - $789K
|
30.8K
$805K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.78M+ 2729.43% |
$43.3M - $47.6M
|
1.85M
$48.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
330+ 0.64% |
$8K - $8.81K
|
51.7K
$1.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.22K+ 15.62% |
$175K - $193K
|
53.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40New |
$970 - $1.07K
|
40
$1.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.88K+ 8.9% |
$215K - $237K
|
109K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
127KNew |
$3.08M - $3.39M
|
127K
$3.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
12+ 0.55% |
$291 - $320
|
2.2K
$57.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1K+ 24.26% |
$584K - $643K
|
123K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-73.7K- 35.12% |
$1.79M - $1.97M
|
136K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
206+ 267.53% |
$5K - $5.5K
|
283
$7.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.18K+ 3.59% |
$126K - $138K
|
149K
$3.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.9K- 4.28% |
$581K - $639K
|
535K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 0.2% |
$97 - $107
|
2.02K
$52.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.8K+ 18.61% |
$311K - $343K
|
81.9K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
368K+ 46.06% |
$8.93M - $9.83M
|
1.17M
$30.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
36+ 0.16% |
$873 - $961
|
22.7K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.43KNew |
$83.2K - $91.6K
|
3.43K
$89.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.4K+ 6.66% |
$690K - $759K
|
456K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
160KNew |
$3.88M - $4.27M
|
160K
$4.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
78.5K+ 7.51% |
$1.9M - $2.1M
|
1.12M
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.71K- 8.18% |
$138K - $152K
|
64K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.26KNew |
$200K - $220K
|
8.26K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
318+ 1.44% |
$7.71K - $8.49K
|
22.5K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
206+ 0.43% |
$5K - $5.5K
|
48.6K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.78% |
$72.8 - $80.1
|
388
$10.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
5.43K+ 14.74% |
$132K - $145K
|
42.3K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.6K+ 94.8% |
$354K - $390K
|
30K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8New |
$194 - $214
|
8
$209
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.27K+ 2.53% |
$79.3K - $87.4K
|
133K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
43.9K+ 14.67% |
$1.06M - $1.17M
|
343K
$8.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
422+ 5.13% |
$10.2K - $11.3K
|
8.65K
$226K
|