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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.04M+ 12986.44% |
$32.1M - $33.4M
|
1.05M
$32.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
367KNew |
$11.3M - $11.8M
|
367K
$11.5M
|
|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
286KNew |
$8.84M - $9.2M
|
286K
$8.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
277K+ 413.22% |
$8.57M - $8.92M
|
344K
$10.8M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
259K+ 77.78% |
$7.99M - $8.32M
|
591K
$18.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
250K+ 442.06% |
$7.72M - $8.04M
|
307K
$9.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
84.1K+ 5.24% |
$2.6M - $2.7M
|
1.69M
$53M
|
|
|
Jan 28, 2026
Q4 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
71.5K+ 15.33% |
$2.21M - $2.3M
|
538K
$16.9M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
62.5K+ 704.77% |
$1.93M - $2.01M
|
71.4K
$2.24M
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
56.4KNew |
$1.74M - $1.81M
|
56.4K
$1.77M
|
|
|
Jan 26, 2026
Q4 2025
|
Frankly Finances, LLC
Winter Park, FL |
BUY
|
- |
50KNew |
$1.54M - $1.61M
|
50K
$1.57M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.1K+ 2.86% |
$1.15M - $1.19M
|
1.34M
$42M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
33.2K+ 7.3% |
$1.03M - $1.07M
|
488K
$15.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
28.2K+ 6.12% |
$873K - $908K
|
490K
$15.4M
|
|
|
Jan 29, 2026
Q4 2025
|
Quent Capital, LLC
|
BUY
|
- |
26.3K+ 10.14% |
$814K - $847K
|
286K
$8.99M
|
|
|
Jan 29, 2026
Q4 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
26.2K+ 4.3% |
$810K - $843K
|
636K
$20M
|
|
|
Jan 26, 2026
Q4 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
25.6K+ 11.02% |
$792K - $824K
|
258K
$8.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 8.44% |
$726K - $756K
|
302K
$9.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$641K - $667K
|
20.7K
$652K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.8K+ 5.93% |
$612K - $637K
|
354K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
18K+ 7.91% |
$555K - $578K
|
245K
$7.7M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
17.7K+ 9.58% |
$548K - $571K
|
203K
$6.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 12.19% |
$530K - $552K
|
158K
$4.96M
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 2023.23% |
$414K - $431K
|
14.1K
$442K
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12K+ 52.92% |
$370K - $385K
|
34.6K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.76KNew |
$271K - $282K
|
8.76K
$275K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.21K+ 5.46% |
$254K - $264K
|
159K
$4.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.16KNew |
$252K - $262K
|
8.16K
$256K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.11K+ 85.37% |
$251K - $261K
|
17.6K
$554K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.09K+ 21.49% |
$250K - $260K
|
45.7K
$1.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.9K+ 2.75% |
$244K - $254K
|
295K
$9.26M
|
|
|
Jan 26, 2026
Q4 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
7.89K+ 33.21% |
$244K - $254K
|
31.6K
$994K
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.88K+ 10.06% |
$244K - $253K
|
86.3K
$2.71M
|
|
|
Jan 29, 2026
Q4 2025
|
Strategent Financial, LLC
Harrisonburg, VA |
BUY
|
- |
7.88KNew |
$243K - $253K
|
7.88K
$248K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.73K+ 64.83% |
$239K - $248K
|
19.6K
$617K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.54KNew |
$233K - $242K
|
7.54K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.32K+ 5.87% |
$226K - $235K
|
132K
$4.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.96KNew |
$215K - $224K
|
6.96K
$219K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.19KNew |
$191K - $199K
|
6.19K
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.06K+ 9.12% |
$187K - $195K
|
72.5K
$2.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 29.39% |
$168K - $175K
|
24K
$753K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 2.79% |
$155K - $161K
|
185K
$5.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.75K+ 10.25% |
$147K - $153K
|
51.1K
$1.61M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.29K+ 25.57% |
$132K - $138K
|
21.1K
$662K
|
|
|
Jan 28, 2026
Q4 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.16K+ 8.29% |
$128K - $134K
|
54.3K
$1.71M
|
|
|
Jan 29, 2026
Q4 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
3.05K+ 2.27% |
$94.1K - $98K
|
137K
$4.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 2.02% |
$68.6K - $71.4K
|
112K
$3.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.03KNew |
$62.6K - $65.1K
|
2.03K
$63.7K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.95K+ 3.83% |
$60.3K - $62.8K
|
53K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 1.9% |
$58.5K - $60.9K
|
101K
$3.19M
|
|