Latest Institutional Purchases of Dimensional ETF Tr Dimensional (DFIS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.79MNew |
$90.7M - $102M
|
3.79M
$99M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
180KNew |
$4.31M - $4.85M
|
180K
$4.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
112K+ 54.49% |
$2.68M - $3.02M
|
318K
$8.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
109K+ 22.63% |
$2.61M - $2.93M
|
591K
$15.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
58.7K+ 4.25% |
$1.4M - $1.58M
|
1.44M
$37.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
56.8K+ 5.6% |
$1.36M - $1.53M
|
1.07M
$28M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
52.1KNew |
$1.25M - $1.4M
|
52.1K
$1.36M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
44.5K+ 29.04% |
$1.06M - $1.2M
|
198K
$5.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.8K+ 16.87% |
$592K - $666K
|
172K
$4.48M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
20.6K+ 4.52% |
$493K - $554K
|
477K
$12.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.4K+ 232.73% |
$487K - $547K
|
29.1K
$760K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
18.4K+ 7.93% |
$441K - $496K
|
251K
$6.55M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
16.7K+ 8.46% |
$399K - $449K
|
214K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
16.7K+ 15.85% |
$399K - $448K
|
122K
$3.18M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 8.13% |
$242K - $272K
|
135K
$3.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.03K+ 3.07% |
$192K - $216K
|
270K
$7.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.99K+ 5.79% |
$191K - $215K
|
146K
$3.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.4K+ 12.98% |
$177K - $199K
|
64.4K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 5.8% |
$131K - $147K
|
99.6K
$2.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.17K+ 14.01% |
$99.8K - $112K
|
33.9K
$886K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.95K+ 23.87% |
$94.4K - $106K
|
20.5K
$534K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.86K+ 1.55% |
$68.5K - $77K
|
187K
$4.89M
|
|
|
Apr 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.4K+ 28.85% |
$57.4K - $64.6K
|
10.7K
$280K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
732+ 23.0% |
$17.5K - $19.7K
|
3.92K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
621+ 0.54% |
$14.9K - $16.7K
|
116K
$3.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
503+ 3.05% |
$12K - $13.5K
|
17K
$444K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
346New |
$8.28K - $9.3K
|
346
$9.03K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$7.27K - $8.17K
|
304
$7.94K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
67New |
$1.6K - $1.8K
|
67
$1.75K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.13% |
$263 - $296
|
8.62K
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$191 - $215
|
8
$209
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.01% |
$47.8 - $53.8
|
17.6K
$459K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.78M+ 2729.43% |
$43.3M - $47.6M
|
1.85M
$48.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
520K+ 5.12% |
$12.6M - $13.9M
|
10.7M
$279M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
390KNew |
$9.46M - $10.4M
|
390K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
368K+ 46.06% |
$8.93M - $9.83M
|
1.17M
$30.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
241KNew |
$5.84M - $6.43M
|
241K
$6.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
236K+ 613.67% |
$5.72M - $6.3M
|
274K
$7.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
227K+ 2322.96% |
$5.5M - $6.05M
|
237K
$6.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
222K+ 1914.26% |
$5.39M - $5.94M
|
234K
$6.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
220KNew |
$5.34M - $5.88M
|
220K
$5.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
205KNew |
$4.97M - $5.47M
|
205K
$5.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
189K+ 17.07% |
$4.57M - $5.03M
|
1.29M
$33.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
160KNew |
$3.88M - $4.27M
|
160K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
127KNew |
$3.08M - $3.39M
|
127K
$3.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124K+ 32.55% |
$3.01M - $3.31M
|
505K
$13.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
111KNew |
$2.69M - $2.97M
|
111K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
105K+ 6.81% |
$2.55M - $2.81M
|
1.65M
$43.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
102KNew |
$2.48M - $2.73M
|
102K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
94.4K+ 9.99% |
$2.29M - $2.52M
|
1.04M
$27.1M
|
|