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 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
9.91K+ 1.81% |
$238K - $267K
|
559K
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
22.4K+ 2.43% |
$539K - $604K
|
945K
$23.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 48.15% |
$1.09M - $1.22M
|
48.7K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.17K+ 0.38% |
$28.1K - $31.5K
|
310K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61K+ 16.67% |
$1.47M - $1.65M
|
427K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
58.9K+ 25.83% |
$1.42M - $1.59M
|
287K
$7.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-824- 10.91% |
$19.8K - $22.2K
|
6.73K
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
747K+ 3.49% |
$18M - $20.2M
|
22.2M
$558M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
612K+ 102.34% |
$14.7M - $16.5M
|
1.21M
$30.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.2K- 4.24% |
$535K - $600K
|
502K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-129K- 3.11% |
$3.11M - $3.48M
|
4.02M
$101M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
6.42K+ 21.1% |
$154K - $173K
|
36.8K
$927K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
124New |
$2.98K - $3.34K
|
124
$3.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.7K+ 128.82% |
$1.89M - $2.12M
|
140K
$3.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 70.87% |
$620K - $696K
|
10.6K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.92KNew |
$46.1K - $51.7K
|
1.92K
$48.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
12.3K+ 17.03% |
$297K - $333K
|
84.8K
$2.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
659+ 25.83% |
$15.9K - $17.8K
|
3.21K
$80.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
1.39K+ 9.18% |
$33.5K - $37.6K
|
16.6K
$417K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
1.24K+ 4.71% |
$29.7K - $33.3K
|
27.5K
$691K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
130New |
$3.13K - $3.51K
|
130
$3.27K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.2K+ 5.55% |
$1.95M - $2.19M
|
1.54M
$38.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.99K+ 52.52% |
$216K - $242K
|
26.1K
$657K
|
|
|
Nov 06, 2024
Q3 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
2.24K+ 11.94% |
$54K - $60.5K
|
21K
$529K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
36+ 0.31% |
$866 - $971
|
11.6K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 196.15% |
$1.23K - $1.38K
|
77
$1.94K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
30.7K+ 22.39% |
$738K - $827K
|
168K
$4.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-435K- 16.66% |
$10.5M - $11.7M
|
2.18M
$54.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14K+ 10.68% |
$336K - $377K
|
145K
$3.64M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
2.22K+ 2.8% |
$53.5K - $59.9K
|
81.5K
$2.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
16+ 0.07% |
$385 - $432
|
22.7K
$571K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-614- 0.2% |
$14.8K - $16.6K
|
306K
$7.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
17New |
$409 - $458
|
17
$428
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-36- 0.27% |
$866 - $971
|
13.1K
$329K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$198K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
9.23K+ 25.22% |
$222K - $249K
|
45.8K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-97- 1.04% |
$2.33K - $2.62K
|
9.25K
$233K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
32.2KNew |
$774K - $868K
|
32.2K
$810K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
116K+ 43.92% |
$2.8M - $3.14M
|
381K
$9.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
17.1K+ 6.08% |
$413K - $462K
|
299K
$7.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.12K+ 3.64% |
$75.1K - $84.2K
|
89K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.41K+ 9.58% |
$178K - $200K
|
84.7K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.61K- 38.68% |
$207K - $232K
|
13.7K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-622- 68.28% |
$15K - $16.8K
|
289
$7.27K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
8.96K+ 7.45% |
$215K - $242K
|
129K
$3.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10K+ 47.22% |
$241K - $270K
|
31.2K
$785K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
591New |
$14.2K - $15.9K
|
591
$14.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.2K+ 16.65% |
$246K - $275K
|
71.5K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.31% |
$722 - $809
|
9.76K
$246K
|
|
|
Oct 23, 2024
Q3 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.25K+ 22.17% |
$126K - $142K
|
28.9K
$728K
|