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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.2K+ 14.27% |
$2.23M - $2.39M
|
602K
$18.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.86K- 0.99% |
$84.7K - $90.8K
|
287K
$9.02M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.47K+ 0.3% |
$43.6K - $46.7K
|
489K
$15.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
26.5K+ 8.67% |
$787K - $843K
|
333K
$10.5M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
13.1K+ 7.61% |
$388K - $416K
|
185K
$5.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.5K+ 6.01% |
$222K - $238K
|
132K
$4.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
62.2K+ 22.91% |
$1.85M - $1.98M
|
334K
$10.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-249- 1.12% |
$7.38K - $7.91K
|
22.1K
$694K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$148 - $159
|
10K
$314K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
93.5KNew |
$2.77M - $2.97M
|
93.5K
$2.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
144K+ 13.97% |
$4.27M - $4.58M
|
1.18M
$36.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216K- 11.71% |
$6.4M - $6.86M
|
1.63M
$51.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.47K+ 2.54% |
$192K - $206K
|
261K
$8.21M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
53K+ 4.89% |
$1.57M - $1.68M
|
1.14M
$35.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.53K+ 2.76% |
$45.4K - $48.6K
|
56.9K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 2.19% |
$42.1K - $45.1K
|
66.4K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
5K+ 11.07% |
$148K - $159K
|
50.1K
$1.58M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
20K+ 9.66% |
$594K - $636K
|
227K
$7.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.48K+ 9.12% |
$43.9K - $47.1K
|
17.7K
$557K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.28K- 5.48% |
$97.3K - $104K
|
56.6K
$1.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 3.75% |
$8.57K - $9.18K
|
8K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.9K+ 11.99% |
$175K - $187K
|
55.1K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35.4K+ 17.96% |
$1.05M - $1.13M
|
233K
$7.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
48.9K+ 166.27% |
$1.45M - $1.55M
|
78.4K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 234.15% |
$385K - $413K
|
18.5K
$582K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.03K- 1.96% |
$30.4K - $32.6K
|
51.3K
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.09% |
$36K - $38.6K
|
1.42M
$44.6M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-3.25K- 3.74% |
$96.5K - $103K
|
83.7K
$2.63M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
73.6K+ 19.83% |
$2.18M - $2.34M
|
445K
$14M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2K+ 6.18% |
$481K - $515K
|
278K
$8.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 2.37% |
$41.4K - $44.4K
|
60.4K
$1.9M
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$267 - $286
|
21.4K
$672K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 26.67% |
$119 - $127
|
11
$346
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.5K+ 4.61% |
$163K - $175K
|
125K
$3.92M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.5K- 6.25% |
$104K - $134K
|
67.5K
$2.12M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
156New |
$3.62K - $4.66K
|
156
$4.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
96+ 1.19% |
$2.23K - $2.86K
|
8.16K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457- 22.22% |
$10.6K - $13.6K
|
1.6K
$50.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 3.1% |
$1.11K - $1.43K
|
1.5K
$47.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
134New |
$3.11K - $4K
|
134
$4.21K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.2KNew |
$144K - $185K
|
6.2K
$195K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
262+ 24.04% |
$6.08K - $7.82K
|
1.35K
$42.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.51K- 17.49% |
$35.1K - $45.1K
|
7.14K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-791K- 93.1% |
$18.4M - $23.6M
|
58.6K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.62KNew |
$177K - $228K
|
7.62K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.1KNew |
$375K - $482K
|
16.1K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.02K- 6.49% |
$69.9K - $90K
|
43.5K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.4K - $73.8K
|
2.47K
$77.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7.28KNew |
$169K - $217K
|
7.28K
$229K
|
|