Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
15.9K+ 13.45% |
$369K - $474K
|
134K
$4.25M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
14.7K+ 9.31% |
$340K - $438K
|
172K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
14.4K+ 15.65% |
$334K - $429K
|
106K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.4K+ 68.15% |
$333K - $429K
|
35.5K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
13.5K+ 7.8% |
$314K - $403K
|
187K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
13.2K+ 1.23% |
$305K - $392K
|
1.08M
$34.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.1K+ 4.47% |
$304K - $390K
|
306K
$9.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
12.5KNew |
$291K - $374K
|
12.5K
$398K
|
|
|
Aug 04, 2025
Q2 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
12.3KNew |
$286K - $368K
|
12.3K
$391K
|
|
|
Aug 08, 2025
Q2 2025
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
11.7K+ 10.91% |
$272K - $350K
|
119K
$3.78M
|
|
|
Jul 28, 2025
Q2 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
11.2K+ 9.89% |
$260K - $335K
|
125K
$3.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
10.8K+ 36.13% |
$252K - $324K
|
40.9K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
10.7K+ 1.83% |
$248K - $319K
|
596K
$18.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
10.1K+ 4.03% |
$235K - $303K
|
262K
$8.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
9.99KNew |
$232K - $298K
|
9.99K
$317K
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
9.26K+ 0.66% |
$215K - $276K
|
1.42M
$45.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
8.15K+ 544.29% |
$189K - $243K
|
9.65K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.62KNew |
$177K - $228K
|
7.62K
$242K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.45K+ 21.07% |
$173K - $222K
|
42.8K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
7.28KNew |
$169K - $217K
|
7.28K
$231K
|
|
|
Aug 08, 2025
Q2 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
7.18KNew |
$166K - $214K
|
7.18K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.78KNew |
$157K - $202K
|
6.78K
$215K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.42K+ 4.57% |
$149K - $192K
|
147K
$4.66M
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6.24K+ 2.04% |
$145K - $186K
|
312K
$9.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.2KNew |
$144K - $185K
|
6.2K
$197K
|
|
|
Jul 18, 2025
Q2 2025
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
5.41K+ 4.44% |
$126K - $161K
|
127K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.31K+ 8.89% |
$123K - $158K
|
65K
$2.06M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.07K+ 28.31% |
$118K - $151K
|
23K
$730K
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
4.81K+ 10.82% |
$112K - $143K
|
49.2K
$1.56M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
4.72K+ 28.37% |
$110K - $141K
|
21.4K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
4.17K+ 7.35% |
$96.7K - $124K
|
60.9K
$1.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
4.14K+ 8.07% |
$95.9K - $123K
|
55.3K
$1.76M
|
|
|
Jul 18, 2025
Q2 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
4.08K+ 11.13% |
$94.7K - $122K
|
40.8K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
3.83K+ 2.94% |
$88.8K - $114K
|
134K
$4.25M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
3.63K+ 45.0% |
$84.3K - $108K
|
11.7K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
3.51K+ 0.85% |
$81.3K - $105K
|
417K
$13.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
3.28K+ 22.87% |
$76.2K - $98K
|
17.6K
$560K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3K+ 37.58% |
$69.7K - $89.6K
|
11K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
2.97K+ 11.23% |
$68.9K - $88.7K
|
29.4K
$934K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
2.71K+ 15.43% |
$62.9K - $81K
|
20.3K
$644K
|
|
|
Aug 07, 2025
Q2 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
2.67K+ 18.7% |
$61.9K - $79.6K
|
16.9K
$537K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2.6K+ 1.8% |
$60.4K - $77.7K
|
147K
$4.66M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.47KNew |
$57.4K - $73.8K
|
2.47K
$78.5K
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.44K+ 2.08% |
$56.5K - $72.7K
|
119K
$3.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
2.18K+ 13.29% |
$50.5K - $65K
|
18.6K
$589K
|
|
|
Jul 10, 2025
Q2 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
2.04K+ 0.8% |
$47.3K - $60.8K
|
256K
$8.11M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 2.13% |
$47.1K - $60.6K
|
97.2K
$3.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
1.86K+ 1.84% |
$43.1K - $55.4K
|
103K
$3.26M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.73K+ 4.53% |
$40.2K - $51.7K
|
40K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.63K+ 41.66% |
$37.8K - $48.7K
|
5.55K
$176K
|