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 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
574New |
$11.8K - $13.9K
|
574
$13.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24.4KNew |
$502K - $591K
|
24.4K
$588K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.24KNew |
$66.6K - $78.5K
|
3.24K
$78K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-386- 82.66% |
$7.93K - $9.35K
|
81
$1.95K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
40.3KNew |
$828K - $977K
|
40.3K
$970K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
3.8KNew |
$78.1K - $92.1K
|
3.8K
$91.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20.9K- 19.37% |
$429K - $506K
|
87K
$2.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 100.0% |
$247 - $291
|
24
$578
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
7.04KNew |
$145K - $171K
|
7.04K
$169K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20New |
$436 - $478
|
20
$481
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
95New |
$2.07K - $2.27K
|
95
$2.29K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.58K- 14.69% |
$56.2K - $61.5K
|
15K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
34New |
$742 - $812
|
34
$818
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.12KNew |
$68K - $74.4K
|
3.12K
$75K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-7.4K- 17.06% |
$161K - $177K
|
36K
$866K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.91K+ 6.02% |
$63.4K - $69.5K
|
51.2K
$1.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
1.69KNew |
$36.8K - $40.3K
|
1.69K
$40.6K
|
|
| Q2 2023 | |||||||
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
12.1KNew |
$268K - $284K
|
12.1K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
102KNew |
$2.26M - $2.4M
|
102K
$2.45M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
29New |
$646 - $683
|
29
$698
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1+ 14.29% |
$22.3 - $23.6
|
8
$193
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
3.09K+ 6.42% |
$68.7K - $72.7K
|
51.2K
$1.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$265K - $281K
|
11.9K
$287K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2New |
$44.5 - $47.1
|
2
$48.1
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-30.1KClosed |
$652K - $718K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-679- 6.56% |
$14.7K - $16.2K
|
9.67K
$233K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
167New |
$3.62K - $3.99K
|
167
$4.02K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-463- 23.59% |
$10K - $11.1K
|
1.5K
$36.1K
|
|
| Q4 2022 | |||||||
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-11.9KClosed |
$218K - $263K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
26.1KNew |
$477K - $578K
|
26.1K
$628K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.9KNew |
$218K - $264K
|
11.9K
$287K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
222New |
$4.06K - $4.92K
|
222
$5.34K
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
32.8KNew |
$599K - $725K
|
32.8K
$788K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
685KNew |
$12.5M - $15.2M
|
685K
$16.5M
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
139New |
$2.55K - $3.15K
|
139
$3.35K
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4.23K+ 45.98% |
$77.6K - $95.9K
|
13.4K
$323K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
878K+ 50.86% |
$16.1M - $19.9M
|
2.6M
$62.7M
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
21.1KNew |
$439K - $533K
|
21.1K
$509K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14.9KNew |
$310K - $376K
|
14.9K
$360K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
400KNew |
$9.9M - $10.1M
|
400K
$9.63M
|
|