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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.4M+ 82.51% |
$458M - $490M
|
34.1M
$1.07B
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.9M+ 8665.47% |
$234M - $251M
|
7.99M
$251M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
632KNew |
$18.7M - $20.1M
|
632K
$19.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
594K+ 20.26% |
$17.6M - $18.9M
|
3.53M
$111M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
572K+ 20.02% |
$17M - $18.2M
|
3.43M
$108M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
389K+ 68.15% |
$11.5M - $12.4M
|
961K
$30.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
285K+ 943.05% |
$8.46M - $9.07M
|
316K
$9.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
273K+ 13.06% |
$8.09M - $8.67M
|
2.36M
$74.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
270KNew |
$7.99M - $8.56M
|
270K
$8.47M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
257K+ 40.44% |
$7.63M - $8.17M
|
894K
$28.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
244KNew |
$7.25M - $7.76M
|
244K
$7.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
188K+ 351.21% |
$5.56M - $5.96M
|
241K
$7.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
144K+ 13.97% |
$4.27M - $4.58M
|
1.18M
$36.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
141KNew |
$4.17M - $4.47M
|
141K
$4.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
127K+ 10.81% |
$3.76M - $4.03M
|
1.3M
$40.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
113K+ 9.1% |
$3.36M - $3.59M
|
1.36M
$42.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
93.5KNew |
$2.77M - $2.97M
|
93.5K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
82.5KNew |
$2.45M - $2.62M
|
82.5K
$2.59M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Investor Services, Inc.
Raleigh, NC |
BUY
|
- |
80.7KNew |
$2.39M - $2.56M
|
80.7K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.2K+ 14.27% |
$2.23M - $2.39M
|
602K
$18.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
73.6K+ 19.83% |
$2.18M - $2.34M
|
445K
$14M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
71.6K+ 18.15% |
$2.12M - $2.28M
|
466K
$14.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
67.9K+ 65.11% |
$2.01M - $2.16M
|
172K
$5.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
62.2K+ 22.91% |
$1.85M - $1.98M
|
334K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60.1K+ 14.96% |
$1.78M - $1.91M
|
462K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
53K+ 4.89% |
$1.57M - $1.68M
|
1.14M
$35.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 3.34% |
$1.54M - $1.65M
|
1.6M
$50.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
48.9K+ 166.27% |
$1.45M - $1.55M
|
78.4K
$2.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
43.8K+ 12.36% |
$1.3M - $1.39M
|
398K
$12.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
40.1K+ 9.61% |
$1.19M - $1.27M
|
457K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9K+ 20.07% |
$1.12M - $1.2M
|
227K
$7.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35.4K+ 17.96% |
$1.05M - $1.13M
|
233K
$7.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.9K+ 34.83% |
$1M - $1.08M
|
131K
$4.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
33.5K+ 14.8% |
$993K - $1.06M
|
260K
$8.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
32.3K+ 17.77% |
$958K - $1.03M
|
214K
$6.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31.3K+ 28.55% |
$927K - $993K
|
141K
$4.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
30.2K+ 7.1% |
$894K - $958K
|
455K
$14.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
29.9K+ 42.87% |
$886K - $949K
|
99.6K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.3K+ 14.68% |
$840K - $900K
|
221K
$6.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.2K+ 17.79% |
$835K - $894K
|
186K
$5.86M
|
|
|
Nov 05, 2025
Q3 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
27.8K+ 9.5% |
$824K - $882K
|
320K
$10.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 10.53% |
$799K - $856K
|
283K
$8.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
26.7K+ 66.22% |
$793K - $850K
|
67.1K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
26.5K+ 8.67% |
$787K - $843K
|
333K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
24.4K+ 34.55% |
$724K - $775K
|
95.1K
$2.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.8K+ 58.81% |
$618K - $662K
|
56.3K
$1.77M
|
|
|
Nov 10, 2025
Q3 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
20.1KNew |
$597K - $640K
|
20.1K
$633K
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
20K+ 9.66% |
$594K - $636K
|
227K
$7.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
19.6KNew |
$580K - $621K
|
19.6K
$615K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
18.7K+ 5.17% |
$555K - $595K
|
381K
$12M
|
|