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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
980New |
$23.8K - $26.2K
|
980
$25.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.15K- 5.96% |
$76.5K - $84.2K
|
49.8K
$1.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
13.2K+ 7.89% |
$321K - $353K
|
181K
$4.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
133+ 8.68% |
$3.23K - $3.55K
|
1.67K
$43K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
64+ 0.95% |
$1.55K - $1.71K
|
6.79K
$175K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
205KNew |
$4.97M - $5.47M
|
205K
$5.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
390KNew |
$9.46M - $10.4M
|
390K
$10.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.1K- 8.59% |
$779K - $858K
|
342K
$8.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$355K - $391K
|
14.6K
$378K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.55K+ 19.17% |
$134K - $148K
|
34.5K
$890K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
241KNew |
$5.84M - $6.43M
|
241K
$6.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
18+ 0.09% |
$437 - $481
|
19.2K
$496K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.21K+ 13.07% |
$102K - $112K
|
36.4K
$939K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
4+ 0.03% |
$97 - $107
|
13.1K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 29.52% |
$464K - $511K
|
84K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
3.93K+ 18.69% |
$95.3K - $105K
|
25K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.1K+ 25.08% |
$342K - $377K
|
70.4K
$1.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.7K+ 34.56% |
$308K - $339K
|
49.4K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
227K+ 2322.96% |
$5.5M - $6.05M
|
237K
$6.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.49K- 10.91% |
$36.1K - $39.8K
|
12.2K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
61.5K+ 12.09% |
$1.49M - $1.64M
|
570K
$14.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20+ 0.66% |
$485 - $534
|
3.04K
$78.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.3K+ 13.84% |
$299K - $329K
|
101K
$2.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.25K- 7.57% |
$30.4K - $33.5K
|
15.3K
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124K+ 32.55% |
$3.01M - $3.31M
|
505K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166New |
$4.03K - $4.43K
|
166
$4.29K
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.46K- 5.47% |
$108K - $119K
|
77K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
85.2KNew |
$2.07M - $2.27M
|
85.2K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-250- 2.7% |
$6.06K - $6.68K
|
9K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.39K+ 3.62% |
$82.1K - $90.4K
|
96.8K
$2.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-100K- 4.61% |
$2.43M - $2.68M
|
2.08M
$53.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.7K+ 21.88% |
$187K - $206K
|
42.9K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
85.9K+ 0.7% |
$2.08M - $2.29M
|
12.4M
$321M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
222K+ 1914.26% |
$5.39M - $5.94M
|
234K
$6.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 11.74% |
$410K - $452K
|
161K
$4.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-815- 5.85% |
$19.8K - $21.8K
|
13.1K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.7K+ 51.18% |
$673K - $740K
|
81.9K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.07K+ 1.05% |
$25.9K - $28.5K
|
102K
$2.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9KNew |
$411K - $452K
|
16.9K
$437K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$289K - $318K
|
11.9K
$308K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
520K+ 5.12% |
$12.6M - $13.9M
|
10.7M
$276M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9.31K- 38.09% |
$226K - $249K
|
15.1K
$391K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
11.7K+ 156.54% |
$283K - $312K
|
19.2K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4+ 0.11% |
$97 - $107
|
3.79K
$97.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
16.3K+ 81.99% |
$395K - $435K
|
36.2K
$934K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
43.2KNew |
$1.05M - $1.15M
|
43.2K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189K+ 17.07% |
$4.57M - $5.03M
|
1.29M
$33.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.82K+ 40.19% |
$214K - $235K
|
30.8K
$794K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-305- 0.54% |
$7.4K - $8.14K
|
55.7K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
BUY
|
- |
2.07K+ 0.46% |
$50.2K - $55.3K
|
457K
$11.8M
|