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 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
16.7K+ 8.46% |
$399K - $449K
|
214K
$5.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
16.7K+ 15.85% |
$399K - $448K
|
122K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 48.12% |
$396K - $445K
|
50.9K
$1.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
16K+ 15.7% |
$384K - $431K
|
118K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
15.4K+ 2.7% |
$368K - $414K
|
585K
$15.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
14.9K+ 9.27% |
$357K - $402K
|
176K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
14.9K+ 4.57% |
$357K - $401K
|
342K
$9.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
12.8K+ 5.8% |
$305K - $343K
|
233K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12.2KNew |
$292K - $328K
|
12.2K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
12.1K+ 11.96% |
$290K - $326K
|
113K
$3.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
11.3K+ 4.68% |
$270K - $303K
|
252K
$6.83M
|
|
|
Apr 28, 2025
Q1 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
11.2K+ 2.32% |
$268K - $301K
|
494K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
10.7K+ 25.32% |
$256K - $288K
|
53K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.5K+ 10.63% |
$251K - $282K
|
109K
$2.96M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
10.3K+ 174.53% |
$246K - $277K
|
16.2K
$439K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
10.1K+ 8.13% |
$242K - $272K
|
135K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.65KNew |
$207K - $233K
|
8.65K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.5K+ 8.3% |
$203K - $228K
|
111K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.07KNew |
$193K - $217K
|
8.07K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
8.03K+ 3.07% |
$192K - $216K
|
270K
$7.32M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.99KNew |
$191K - $215K
|
7.99K
$217K
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.99K+ 5.79% |
$191K - $215K
|
146K
$3.96M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.95K+ 9.46% |
$190K - $214K
|
92K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.59K+ 3.03% |
$182K - $204K
|
258K
$6.99M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.45K+ 1196.95% |
$178K - $200K
|
8.07K
$219K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7.4K+ 12.98% |
$177K - $199K
|
64.4K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
7.34K+ 1.88% |
$176K - $197K
|
397K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.31K+ 38.17% |
$175K - $197K
|
26.5K
$717K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
6.94K+ 3.84% |
$166K - $187K
|
188K
$5.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.73K+ 23.5% |
$161K - $181K
|
35.3K
$958K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
6.19K+ 2.16% |
$148K - $167K
|
293K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
5.96K+ 4.31% |
$143K - $160K
|
144K
$3.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
5.71K+ 4.59% |
$137K - $154K
|
130K
$3.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 5.8% |
$131K - $147K
|
99.6K
$2.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.46K+ 1.99% |
$130K - $147K
|
280K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.12K+ 49.47% |
$122K - $138K
|
15.5K
$419K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.07K+ 3.74% |
$121K - $136K
|
140K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
5K+ 3.35% |
$120K - $134K
|
154K
$4.18M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.99KNew |
$119K - $134K
|
4.99K
$135K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.34KNew |
$104K - $117K
|
4.34K
$118K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
4.17K+ 14.01% |
$99.8K - $112K
|
33.9K
$920K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.95K+ 23.87% |
$94.4K - $106K
|
20.5K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.92K+ 103.45% |
$93.8K - $105K
|
7.72K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
3.92K+ 37.88% |
$93.8K - $105K
|
14.3K
$387K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3.91K+ 29.97% |
$93.5K - $105K
|
16.9K
$459K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
3.87K+ 7.33% |
$92.6K - $104K
|
56.7K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.89K+ 5.5% |
$69.2K - $77.8K
|
55.5K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.86K+ 1.55% |
$68.5K - $77K
|
187K
$5.08M
|
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.82K+ 5.75% |
$67.5K - $75.8K
|
51.9K
$1.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.79K+ 20.47% |
$66.6K - $74.9K
|
16.4K
$444K
|