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 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
19.3KNew |
$469K - $517K
|
19.3K
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.2K+ 29.52% |
$464K - $511K
|
84K
$2.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
19KNew |
$460K - $507K
|
19K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
18.8K+ 71.96% |
$455K - $501K
|
44.9K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
18.1K+ 15.02% |
$438K - $482K
|
138K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17.8K+ 167.59% |
$431K - $474K
|
28.4K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
17.6KNew |
$426K - $469K
|
17.6K
$452K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 12.54% |
$425K - $468K
|
157K
$4.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
16.9KNew |
$411K - $452K
|
16.9K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
16.9K+ 11.74% |
$410K - $452K
|
161K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
16.5KNew |
$401K - $441K
|
16.5K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
16.3K+ 81.99% |
$395K - $435K
|
36.2K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.2KNew |
$369K - $406K
|
15.2K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
15K+ 17.74% |
$365K - $402K
|
99.8K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$355K - $391K
|
14.6K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
14.6K+ 94.8% |
$354K - $390K
|
30K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.1K+ 25.08% |
$342K - $377K
|
70.4K
$1.81M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
13.6KNew |
$330K - $363K
|
13.6K
$350K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
13.2K+ 7.89% |
$321K - $353K
|
181K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
12.8K+ 18.61% |
$311K - $343K
|
81.9K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.7K+ 34.56% |
$308K - $339K
|
49.4K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.3K+ 13.84% |
$299K - $329K
|
101K
$2.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12.2K+ 37.6% |
$295K - $325K
|
44.5K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.9KNew |
$289K - $318K
|
11.9K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
11.7K+ 156.54% |
$283K - $312K
|
19.2K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 11.79% |
$265K - $292K
|
104K
$2.67M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.9K+ 5.83% |
$264K - $291K
|
198K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.3KNew |
$251K - $276K
|
10.3K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.96KNew |
$241K - $266K
|
9.96K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.45K+ 7.35% |
$229K - $252K
|
138K
$3.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9.42K+ 11.12% |
$228K - $251K
|
94.1K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.33K+ 4.29% |
$226K - $249K
|
227K
$5.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
9.13KNew |
$221K - $244K
|
9.13K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
8.93K+ 42.82% |
$216K - $238K
|
29.8K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.88K+ 8.9% |
$215K - $237K
|
109K
$2.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.82K+ 40.19% |
$214K - $235K
|
30.8K
$791K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
8.44K+ 5.83% |
$205K - $225K
|
153K
$3.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
8.33K+ 2.69% |
$202K - $223K
|
318K
$8.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
8.32KNew |
$202K - $222K
|
8.32K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.26KNew |
$200K - $220K
|
8.26K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.2K+ 4.65% |
$199K - $219K
|
184K
$4.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
7.7K+ 21.88% |
$187K - $206K
|
42.9K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.47K+ 4.52% |
$181K - $199K
|
173K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
7.22K+ 15.62% |
$175K - $193K
|
53.4K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.12K+ 6.06% |
$173K - $190K
|
125K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
6.46K+ 98.22% |
$157K - $172K
|
13K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.21K+ 567.46% |
$151K - $166K
|
7.3K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.12K+ 21.66% |
$148K - $163K
|
34.4K
$884K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
5.9KNew |
$143K - $158K
|
5.9K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5.75K+ 179.03% |
$139K - $153K
|
8.96K
$230K
|