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 16, 2025
Q1 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
2.4K+ 28.85% |
$57.4K - $64.6K
|
10.7K
$291K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.34K+ 3.52% |
$55.9K - $62.9K
|
68.8K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 4.08% |
$47.4K - $53.3K
|
50.6K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
1.88K+ 6.85% |
$45.1K - $50.7K
|
29.4K
$797K
|
|
|
May 06, 2025
Q1 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.83K+ 3.71% |
$43.8K - $49.2K
|
51.2K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.69K+ 3.58% |
$40.5K - $45.5K
|
49K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.5K+ 3.49% |
$35.8K - $40.3K
|
44.4K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.37K+ 8.94% |
$32.7K - $36.7K
|
16.6K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
1.24K+ 3.02% |
$29.7K - $33.4K
|
42.4K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.16K+ 1.16% |
$27.7K - $31.1K
|
101K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.05KNew |
$25K - $28.1K
|
1.05K
$28.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
928+ 25.81% |
$22.2K - $25K
|
4.52K
$123K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
758New |
$18.1K - $20.4K
|
758
$20.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
732+ 23.0% |
$17.5K - $19.7K
|
3.92K
$106K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
652+ 0.38% |
$15.6K - $17.5K
|
173K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
640+ 0.78% |
$15.3K - $17.2K
|
82.5K
$2.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
621+ 0.54% |
$14.9K - $16.7K
|
116K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
583+ 2.77% |
$13.9K - $15.7K
|
21.6K
$586K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
549New |
$13.1K - $14.8K
|
549
$14.9K
|
|
|
May 05, 2025
Q1 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
506+ 1.4% |
$12.1K - $13.6K
|
36.7K
$994K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
503+ 3.05% |
$12K - $13.5K
|
17K
$461K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
487+ 2.19% |
$11.6K - $13.1K
|
22.8K
$617K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
448New |
$10.7K - $12K
|
448
$12.1K
|
|
|
May 05, 2025
Q1 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
431+ 4.72% |
$10.3K - $11.6K
|
9.56K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
424+ 1.78% |
$10.1K - $11.4K
|
24.2K
$656K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
368+ 2.81% |
$8.8K - $9.9K
|
13.5K
$365K
|
|
|
Apr 09, 2025
Q1 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
346New |
$8.28K - $9.3K
|
346
$9.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$7.27K - $8.17K
|
304
$8.24K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
249+ 2.5% |
$5.96K - $6.7K
|
10.2K
$277K
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
197+ 0.53% |
$4.71K - $5.3K
|
37.4K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
167+ 4.87% |
$3.99K - $4.49K
|
3.6K
$97.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
166+ 100.0% |
$3.97K - $4.46K
|
332
$9K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
67New |
$1.6K - $1.8K
|
67
$1.82K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
25+ 0.04% |
$598 - $672
|
55.7K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
23New |
$550 - $618
|
23
$624
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15+ 0.13% |
$359 - $403
|
11.7K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.05% |
$359 - $403
|
30.8K
$834K
|
|
|
Apr 14, 2025
Q1 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
11+ 0.13% |
$263 - $296
|
8.62K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
8New |
$191 - $215
|
8
$217
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 0.13% |
$95.7 - $108
|
3.04K
$82.5K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
3+ 0.02% |
$71.8 - $80.7
|
19.2K
$521K
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$71.8 - $80.7
|
14K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.02% |
$47.8 - $53.8
|
11.1K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2+ 0.01% |
$47.8 - $53.8
|
22.6K
$613K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
2+ 0.1% |
$47.8 - $53.8
|
2.06K
$55.8K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.09% |
$47.8 - $53.8
|
2.21K
$59.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.01% |
$47.8 - $53.8
|
17.6K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.21% |
$23.9 - $26.9
|
483
$13.1K
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2- 0.01% |
$47.8 - $53.8
|
25K
$677K
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-2- 11.76% |
$47.8 - $53.8
|
15
$407
|