Purchases and Sales Made in Q1 2025 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q1 2025. The information is specifically focused on institutions that hold shares of DIMENSIONAL ETF TR DIMENSIONAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.9MNew |
$93.4M - $105M
|
3.9M
$106M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
3.79MNew |
$90.7M - $102M
|
3.79M
$103M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
850KNew |
$20.3M - $22.9M
|
850K
$23M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
738K+ 6.91% |
$17.6M - $19.8M
|
11.4M
$309M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
515K+ 2.91% |
$12.3M - $13.8M
|
18.2M
$494M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
244KNew |
$5.82M - $6.55M
|
244K
$6.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
208K+ 168.83% |
$4.98M - $5.6M
|
332K
$9M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
197K+ 67.53% |
$4.7M - $5.29M
|
488K
$13.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
180KNew |
$4.31M - $4.85M
|
180K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
145K+ 90.81% |
$3.48M - $3.91M
|
305K
$8.28M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
127K+ 10.29% |
$3.04M - $3.42M
|
1.36M
$36.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
118K+ 9.14% |
$2.83M - $3.18M
|
1.41M
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
113KNew |
$2.69M - $3.03M
|
113K
$3.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
112K+ 54.49% |
$2.68M - $3.02M
|
318K
$8.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
109K+ 22.63% |
$2.61M - $2.93M
|
591K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
103K+ 20.44% |
$2.47M - $2.78M
|
608K
$16.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
84.8K+ 36.24% |
$2.03M - $2.28M
|
319K
$8.64M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
76.2K+ 6.78% |
$1.82M - $2.05M
|
1.2M
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
70.7K+ 20.61% |
$1.69M - $1.9M
|
414K
$11.2M
|
|
|
May 02, 2025
Q1 2025
|
Matson Money. Inc.
|
BUY
|
- |
60.8K+ 0.49% |
$1.46M - $1.64M
|
12.5M
$338M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
58.7K+ 4.25% |
$1.4M - $1.58M
|
1.44M
$39M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
58.4K+ 28.48% |
$1.4M - $1.57M
|
263K
$7.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
56.8K+ 5.6% |
$1.36M - $1.53M
|
1.07M
$29M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
52.1KNew |
$1.25M - $1.4M
|
52.1K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.9K+ 3.15% |
$1.24M - $1.39M
|
1.7M
$46.1M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
46.5KNew |
$1.11M - $1.25M
|
46.5K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
44.5K+ 29.04% |
$1.06M - $1.2M
|
198K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.2K+ 133.74% |
$985K - $1.11M
|
72K
$1.95M
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
39.8KNew |
$951K - $1.07M
|
39.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
35K+ 10.7% |
$838K - $942K
|
362K
$9.83M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
33.4K+ 120.44% |
$799K - $899K
|
61.2K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
33.1K+ 7.26% |
$791K - $889K
|
489K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
33.1K+ 29.76% |
$791K - $889K
|
144K
$3.91M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
32.6K+ 30.04% |
$781K - $878K
|
141K
$3.83M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
29.9K+ 23.47% |
$716K - $805K
|
157K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
29.4K+ 15.8% |
$702K - $790K
|
215K
$5.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
28.8KNew |
$688K - $774K
|
28.8K
$780K
|
|
|
May 05, 2025
Q1 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
25.8K+ 6.08% |
$618K - $695K
|
451K
$12.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
24.8K+ 16.87% |
$592K - $666K
|
172K
$4.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
24K+ 53.89% |
$573K - $644K
|
68.4K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21.3K+ 26.05% |
$510K - $574K
|
103K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.1KNew |
$504K - $567K
|
21.1K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.9K+ 46.53% |
$500K - $562K
|
65.8K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
20.6K+ 8.73% |
$494K - $555K
|
257K
$6.97M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
20.6K+ 4.52% |
$493K - $554K
|
477K
$12.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.4K+ 232.73% |
$487K - $547K
|
29.1K
$789K
|
|
|
May 09, 2025
Q1 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
19K+ 21.52% |
$455K - $512K
|
107K
$2.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
18.4K+ 7.93% |
$441K - $496K
|
251K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
17.9KNew |
$429K - $482K
|
17.9K
$486K
|
|
|
May 15, 2025
Q1 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
BUY
|
- |
17KNew |
$407K - $458K
|
17K
$461K
|