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 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 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.1K+ 2.86% |
$1.15M - $1.19M
|
1.34M
$42M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 8.44% |
$726K - $756K
|
302K
$9.49M
|
|
|
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 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 12.19% |
$530K - $552K
|
158K
$4.96M
|
|
|
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 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.88K+ 10.06% |
$244K - $253K
|
86.3K
$2.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.32K+ 5.87% |
$226K - $235K
|
132K
$4.15M
|
|
|
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 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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.41K+ 7.97% |
$43.6K - $45.4K
|
19.1K
$601K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
818New |
$25.3K - $26.3K
|
818
$25.7K
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
776+ 5.71% |
$24K - $24.9K
|
14.4K
$451K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
371+ 1.67% |
$11.5K - $11.9K
|
22.5K
$708K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
231New |
$7.14K - $7.43K
|
231
$7.26K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
143New |
$4.42K - $4.6K
|
143
$4.49K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
81New |
$2.5K - $2.6K
|
81
$2.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 0.37% |
$1.14K - $1.19K
|
10K
$315K
|
|
| Q3 2025 | |||||||
|
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
|
|
|
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
|
|