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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.78M+ 2729.43% |
$43.3M - $47.6M
|
1.85M
$48.4M
|
|
|
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 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
262KNew |
$6.35M - $7M
|
262K
$6.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
241KNew |
$5.84M - $6.43M
|
241K
$6.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
236K+ 613.67% |
$5.72M - $6.3M
|
274K
$7.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
227K+ 2322.96% |
$5.5M - $6.05M
|
237K
$6.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
222K+ 1914.26% |
$5.39M - $5.94M
|
234K
$6.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
220KNew |
$5.34M - $5.88M
|
220K
$5.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
205KNew |
$4.97M - $5.47M
|
205K
$5.36M
|
|
|
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
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
159K+ 342.1% |
$3.86M - $4.25M
|
206K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
127KNew |
$3.08M - $3.39M
|
127K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
124K+ 32.55% |
$3.01M - $3.31M
|
505K
$13.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
119K+ 9.4% |
$2.88M - $3.17M
|
1.38M
$36.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
111KNew |
$2.69M - $2.97M
|
111K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
105KNew |
$2.55M - $2.81M
|
105K
$2.75M
|
|
|
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
$27.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
88.4KNew |
$2.14M - $2.36M
|
88.4K
$2.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Matson Money. Inc.
|
BUY
|
- |
85.9K+ 0.7% |
$2.08M - $2.29M
|
12.4M
$325M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
85.2KNew |
$2.07M - $2.27M
|
85.2K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
78.5K+ 7.51% |
$1.9M - $2.1M
|
1.12M
$29.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
70.4K+ 6.54% |
$1.71M - $1.88M
|
1.15M
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
62.8K+ 51.1% |
$1.52M - $1.68M
|
186K
$4.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
62.2K+ 6.53% |
$1.51M - $1.66M
|
1.01M
$26.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Prospect Financial Group LLC
Arlington, VA |
BUY
|
- |
61.6KNew |
$1.49M - $1.64M
|
61.6K
$1.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
61.5K+ 12.09% |
$1.49M - $1.64M
|
570K
$14.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
61.3K+ 113.04% |
$1.49M - $1.64M
|
116K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
43.9K+ 14.67% |
$1.06M - $1.17M
|
343K
$8.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
43.2KNew |
$1.05M - $1.15M
|
43.2K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
40.5K+ 14.13% |
$983K - $1.08M
|
327K
$8.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
39.5K+ 8.93% |
$958K - $1.05M
|
482K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
37.2KNew |
$901K - $992K
|
37.2K
$972K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
36.7K+ 14.65% |
$889K - $979K
|
287K
$7.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
33.2K+ 32.21% |
$806K - $887K
|
136K
$3.57M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
32.8K+ 34.6% |
$795K - $875K
|
127K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.6K+ 2394.81% |
$717K - $789K
|
30.8K
$805K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.4K+ 6.66% |
$690K - $759K
|
456K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
28.3K+ 23.91% |
$687K - $756K
|
147K
$3.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
28.3K+ 13.85% |
$685K - $755K
|
232K
$6.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
27.7K+ 51.18% |
$673K - $740K
|
81.9K
$2.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
26.4K+ 6.62% |
$640K - $705K
|
425K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1K+ 24.26% |
$584K - $643K
|
123K
$3.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
23.9K+ 1.98% |
$580K - $638K
|
1.23M
$32.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
23.8KNew |
$576K - $635K
|
23.8K
$622K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.2K+ 109.86% |
$562K - $619K
|
44.3K
$1.16M
|