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 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
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.44K+ 10.65% |
$161K - $173K
|
56.5K
$1.78M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5KNew |
$148K - $159K
|
5K
$157K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
5K+ 11.07% |
$148K - $159K
|
50.1K
$1.58M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.84K+ 43.99% |
$143K - $154K
|
15.8K
$498K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4.67K+ 25.17% |
$139K - $148K
|
23.2K
$730K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
4.57K+ 13.08% |
$135K - $145K
|
39.5K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.57K+ 10.68% |
$135K - $145K
|
47.4K
$1.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.55K+ 23.64% |
$135K - $145K
|
23.8K
$748K
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.98K+ 8.34% |
$118K - $126K
|
51.7K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.91K+ 17.46% |
$116K - $124K
|
26.3K
$828K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.84K+ 9.91% |
$114K - $122K
|
42.6K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.52KNew |
$104K - $112K
|
3.52K
$111K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.41K+ 27.97% |
$101K - $108K
|
15.6K
$490K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.37K+ 2.29% |
$99.9K - $107K
|
150K
$4.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
2.82K+ 29.24% |
$83.6K - $89.6K
|
12.5K
$392K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.52K+ 17.71% |
$74.8K - $80.2K
|
16.8K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
2.35K+ 1.97% |
$69.6K - $74.5K
|
122K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.24K+ 11.69% |
$66.5K - $71.2K
|
21.4K
$673K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 0.88% |
$63.4K - $68K
|
244K
$7.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.07K+ 297.27% |
$61.3K - $65.7K
|
2.77K
$86.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.77K+ 212.11% |
$52.5K - $56.2K
|
2.6K
$81.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.77K+ 2.07% |
$52.3K - $56.1K
|
87.1K
$2.74M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.71K+ 3.17% |
$50.6K - $54.2K
|
55.5K
$1.74M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.67K+ 48.66% |
$49.5K - $53K
|
5.1K
$160K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54K+ 9.0% |
$45.6K - $48.9K
|
18.6K
$585K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.53K+ 2.76% |
$45.4K - $48.6K
|
56.9K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.47K+ 0.3% |
$43.6K - $46.7K
|
489K
$15.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
1.43K+ 0.99% |
$42.3K - $45.3K
|
145K
$4.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 2.19% |
$42.1K - $45.1K
|
66.4K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 2.37% |
$41.4K - $44.4K
|
60.4K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.25K+ 1.68% |
$37.1K - $39.7K
|
75.6K
$2.38M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.05K+ 8.35% |
$31K - $33.3K
|
13.6K
$427K
|
|
|
Nov 06, 2025
Q3 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
917+ 1.23% |
$27.2K - $29.1K
|
75.2K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
658+ 6.23% |
$19.5K - $20.9K
|
11.2K
$353K
|
|
|
Nov 06, 2025
Q3 2025
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
565+ 0.81% |
$16.8K - $18K
|
70.4K
$2.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
530New |
$15.7K - $16.8K
|
530
$16.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
508+ 15.74% |
$15.1K - $16.1K
|
3.74K
$117K
|
|
|
Nov 13, 2025
Q3 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
443+ 0.68% |
$13.1K - $14.1K
|
66K
$2.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
407New |
$12.1K - $12.9K
|
407
$12.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
370New |
$11K - $11.8K
|
370
$11.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
369+ 2.19% |
$10.9K - $11.7K
|
17.2K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
345+ 492.86% |
$10.2K - $11K
|
415
$13K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
340New |
$10.1K - $10.8K
|
340
$10.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
320+ 66.25% |
$9.49K - $10.2K
|
803
$25.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
307New |
$9.1K - $9.75K
|
307
$9.65K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 3.75% |
$8.57K - $9.18K
|
8K
$251K
|
|