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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
42+ 0.35% |
$1.25K - $1.33K
|
11.9K
$374K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
320+ 66.25% |
$9.49K - $10.2K
|
803
$25.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.02KNew |
$267K - $287K
|
9.02K
$283K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.31K- 26.07% |
$158K - $169K
|
15.1K
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
8.27K+ 4.4% |
$245K - $263K
|
196K
$6.17M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.43K+ 0.99% |
$42.3K - $45.3K
|
145K
$4.56M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
357+ 3.71% |
$10.6K - $11.3K
|
9.98K
$314K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.51K+ 32.66% |
$223K - $239K
|
30.5K
$959K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.41K+ 1.45% |
$190K - $204K
|
448K
$14.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 4.51% |
$374K - $401K
|
292K
$9.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
32.3K+ 17.77% |
$958K - $1.03M
|
214K
$6.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.46K+ 4.82% |
$192K - $205K
|
141K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.84K+ 43.99% |
$143K - $154K
|
15.8K
$498K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
345+ 492.86% |
$10.2K - $11K
|
415
$13K
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
141KNew |
$4.17M - $4.47M
|
141K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-165- 34.66% |
$4.89K - $5.24K
|
311
$9.77K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
565+ 0.81% |
$16.8K - $18K
|
70.4K
$2.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
13K+ 6.93% |
$384K - $412K
|
200K
$6.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-255- 0.41% |
$7.56K - $8.1K
|
62.4K
$1.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
917+ 1.23% |
$27.2K - $29.1K
|
75.2K
$2.36M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 19.48% |
$231K - $248K
|
47.8K
$1.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
281+ 3.05% |
$8.33K - $8.93K
|
9.51K
$299K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
658+ 6.23% |
$19.5K - $20.9K
|
11.2K
$353K
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-25.2K- 1.88% |
$748K - $802K
|
1.32M
$41.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
27.8K+ 9.5% |
$824K - $882K
|
320K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
82.5KNew |
$2.45M - $2.62M
|
82.5K
$2.59M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.69K- 12.32% |
$50K - $53.6K
|
12K
$377K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-204- 0.82% |
$6.05K - $6.48K
|
24.7K
$777K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
307New |
$9.1K - $9.75K
|
307
$9.65K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-4.71K- 24.09% |
$140K - $150K
|
14.9K
$467K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
71New |
$2.11K - $2.26K
|
71
$2.23K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4M+ 82.51% |
$458M - $490M
|
34.1M
$1.07B
|
|
|
Nov 04, 2025
Q3 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
5.71K+ 33.72% |
$169K - $181K
|
22.6K
$712K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-77- 0.38% |
$2.28K - $2.45K
|
20.2K
$635K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
24.4K+ 34.55% |
$724K - $775K
|
95.1K
$2.99M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-3.4K- 19.71% |
$101K - $108K
|
13.8K
$435K
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
80.7KNew |
$2.39M - $2.56M
|
80.7K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-245K- 11.6% |
$7.27M - $7.8M
|
1.87M
$58.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.4K- 4.54% |
$2.38M - $2.55M
|
1.69M
$53.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
75+ 10.47% |
$2.22K - $2.38K
|
791
$24.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
40.1K+ 9.61% |
$1.19M - $1.27M
|
457K
$14.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2K+ 4.54% |
$304K - $325K
|
236K
$7.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Matson Money. Inc.
|
SELL
|
- |
-268K- 2.15% |
$7.94M - $8.51M
|
12.2M
$384M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.52K+ 17.71% |
$74.8K - $80.2K
|
16.8K
$527K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
508+ 15.74% |
$15.1K - $16.1K
|
3.74K
$117K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.67K+ 48.66% |
$49.5K - $53K
|
5.1K
$160K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
370New |
$11K - $11.8K
|
370
$11.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4.39K- 1.41% |
$130K - $140K
|
307K
$9.65M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
30.2K+ 7.1% |
$894K - $958K
|
455K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.55K+ 23.64% |
$135K - $145K
|
23.8K
$748K
|
|