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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-13- 0.15% |
$311 - $350
|
8.64K
$234K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-29- 0.24% |
$694 - $780
|
11.8K
$321K
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-37- 0.28% |
$885 - $995
|
13K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-74- 0.82% |
$1.77K - $1.99K
|
8.92K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-132- 7.92% |
$3.16K - $3.55K
|
1.53K
$41.6K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-162- 0.71% |
$3.88K - $4.36K
|
22.6K
$612K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.97K - $4.46K
|
166
$4.5K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-206- 72.79% |
$4.93K - $5.54K
|
77
$2.09K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-216Closed |
$5.17K - $5.81K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-232- 0.38% |
$5.55K - $6.24K
|
61.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-352- 1.57% |
$8.42K - $9.47K
|
22.1K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-358- 0.46% |
$8.56K - $9.63K
|
76.7K
$2.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-407- 4.54% |
$9.74K - $10.9K
|
8.55K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 8.45% |
$14.8K - $16.6K
|
6.69K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-940- 9.11% |
$22.5K - $25.3K
|
9.38K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 13.89% |
$29.7K - $33.4K
|
7.71K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.34K- 0.42% |
$32K - $36K
|
317K
$8.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 11.7% |
$32.7K - $36.7K
|
10.3K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.41K- 9.32% |
$33.8K - $37.9K
|
13.7K
$372K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.47K- 11.47% |
$35.1K - $39.4K
|
11.3K
$307K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.8K- 13.73% |
$43K - $48.4K
|
11.3K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.01K- 3.89% |
$48.1K - $54K
|
49.7K
$1.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.18K- 5.05% |
$52.2K - $58.7K
|
41K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.23K- 44.08% |
$53.3K - $60K
|
2.83K
$76.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 73.39% |
$55.8K - $62.7K
|
845
$22.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-2.36K- 2.77% |
$56.4K - $63.4K
|
82.8K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 1.89% |
$61.9K - $69.5K
|
135K
$3.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.01K- 8.74% |
$72.1K - $81K
|
31.5K
$853K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.17K- 96.13% |
$99.8K - $112K
|
168
$4.55K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.11K- 3.75% |
$122K - $137K
|
131K
$3.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.38K- 8.34% |
$129K - $145K
|
59.1K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5.83K- 11.71% |
$140K - $157K
|
44K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6K- 13.55% |
$143K - $161K
|
38.3K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.25K- 0.54% |
$150K - $168K
|
1.16M
$31.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-6.31K- 89.78% |
$151K - $170K
|
719
$19.5K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.33K- 29.11% |
$175K - $197K
|
17.8K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.97K- 6.02% |
$191K - $214K
|
125K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-8.39K- 23.07% |
$201K - $226K
|
28K
$759K
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-9.04K- 6.63% |
$216K - $243K
|
127K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 9.71% |
$241K - $271K
|
93.6K
$2.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.7K- 15.2% |
$256K - $288K
|
59.7K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.8K- 11.1% |
$257K - $289K
|
86.1K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.7K- 1.13% |
$281K - $316K
|
1.03M
$27.9M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-14.6K- 11.51% |
$349K - $393K
|
112K
$3.04M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 15.98% |
$353K - $397K
|
77.7K
$2.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-14.9K- 1.3% |
$357K - $401K
|
1.13M
$30.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-19K- 6.95% |
$453K - $510K
|
254K
$6.88M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.7K- 13.13% |
$494K - $556K
|
137K
$3.71M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 76.89% |
$522K - $587K
|
6.56K
$178K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.8K- 5.77% |
$641K - $720K
|
438K
$11.9M
|