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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.9K+ 12.07% |
$501K - $537K
|
157K
$4.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.1K+ 2.55% |
$448K - $480K
|
608K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
14.3K+ 2.4% |
$424K - $454K
|
610K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.3K+ 168.73% |
$423K - $453K
|
22.7K
$714K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
13.1K+ 7.61% |
$388K - $416K
|
185K
$5.82M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 234.15% |
$385K - $413K
|
18.5K
$582K
|
|
|
Nov 06, 2025
Q3 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
13K+ 6.93% |
$384K - $412K
|
200K
$6.28M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.6K+ 4.51% |
$374K - $401K
|
292K
$9.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12K+ 6.24% |
$357K - $382K
|
205K
$6.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9K+ 11.23% |
$354K - $379K
|
118K
$3.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
11.7K+ 25.53% |
$348K - $372K
|
57.6K
$1.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.4KNew |
$339K - $363K
|
11.4K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
11.3KNew |
$336K - $360K
|
11.3K
$356K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
10.9K+ 4.26% |
$324K - $347K
|
267K
$8.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2K+ 4.54% |
$304K - $325K
|
236K
$7.42M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9.95K+ 12.01% |
$295K - $316K
|
92.8K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.85KNew |
$292K - $313K
|
9.85K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.71KNew |
$288K - $309K
|
9.71K
$305K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
9.11K+ 14.96% |
$270K - $289K
|
70K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.02KNew |
$267K - $287K
|
9.02K
$283K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.87KNew |
$263K - $282K
|
8.87K
$279K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
BUY
|
- |
8.27K+ 4.4% |
$245K - $263K
|
196K
$6.17M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.79K+ 19.48% |
$231K - $248K
|
47.8K
$1.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.51K+ 32.66% |
$223K - $239K
|
30.5K
$959K
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.5K+ 6.01% |
$222K - $238K
|
132K
$4.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.32K+ 24.16% |
$217K - $233K
|
37.6K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
7.32K+ 8.51% |
$217K - $232K
|
93.3K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
7.17K+ 5.64% |
$213K - $228K
|
134K
$4.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.12K+ 5.91% |
$211K - $226K
|
128K
$4.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.47K+ 2.54% |
$192K - $206K
|
261K
$8.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
6.46K+ 4.82% |
$192K - $205K
|
141K
$4.42M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
6.41K+ 1.45% |
$190K - $204K
|
448K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.11K+ 34.65% |
$181K - $194K
|
23.8K
$746K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.9K+ 11.99% |
$175K - $187K
|
55.1K
$1.73M
|
|