Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFIS)

DFIS Quotes by TradingView

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 14, 2025 Q2 2025
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.62K
+ 10.5%
$37.7K - $48.5K
17.1K $542K
Aug 08, 2025 Q2 2025
Capital Investment Advisory Services, LLC

BUY
 -
1.51K
+ 19.56%
$35K - $45K
9.22K $293K
Jul 29, 2025 Q2 2025
Chicago Partners Investment Group LLC

BUY
 -
1.5K
+ 4.88%
$34.8K - $44.8K
32.3K $1.02M
Aug 14, 2025 Q2 2025
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
1.33K
+ 7.43%
$30.8K - $39.6K
19.2K $608K
Aug 07, 2025 Q2 2025
Prospect Financial Group LLC

Arlington, VA
BUY
 -
1.29K
+ 2.1%
$29.8K - $38.4K
62.6K $1.99M
Jul 18, 2025 Q2 2025
Provident Wealth Management, LLC

BUY
 -
1.18K
+ 2.67%
$27.3K - $35.1K
45.1K $1.43M
Jul 25, 2025 Q2 2025
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
1.02K
+ 46.33%
$23.7K - $30.5K
3.23K $102K
Jul 30, 2025 Q2 2025
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
1.01K
+ 11.71%
$23.5K - $30.2K
9.65K $306K
Aug 11, 2025 Q2 2025
Tag Stone Capital, Inc.

BUY
 -
1.01K
+ 10.57%
$23.4K - $30.1K
10.6K $335K
Jul 16, 2025 Q2 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
888
+ 1.29%
$20.6K - $26.5K
69.7K $2.21M
Aug 14, 2025 Q2 2025
Clg LLC

Long Beach, CA
BUY
 -
825
+ 1.95%
$19.1K - $24.6K
43.2K $1.37M
Aug 01, 2025 Q2 2025
Jdh Wealth Management, LLC

Santa Rosa, CA
BUY
 -
707
+ 1.89%
$16.4K - $21.1K
38.1K $1.21M
Jul 15, 2025 Q2 2025
Fifth Third Bancorp

BUY
 -
691
+ 96.11%
$16K - $20.6K
1.41K $44.7K
Jul 28, 2025 Q2 2025
Ifg Advisors, LLC

BUY
 -
686
+ 5.27%
$15.9K - $20.5K
13.7K $435K
Jul 29, 2025 Q2 2025
Private Trust CO Na

BUY
 -
661
New
$15.3K - $19.7K
661 $21K
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
649
New
$15.1K - $19.4K
649 $20.6K
Jul 09, 2025 Q2 2025
Shore Point Advisors, LLC

BUY
 -
631
+ 1.59%
$14.6K - $18.8K
40.4K $1.28M
Jul 14, 2025 Q2 2025
Ridgewood Investments LLC

BUY
 -
530
New
$12.3K - $15.8K
530 $16.8K
Jul 28, 2025 Q2 2025
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
527
+ 3.84%
$12.2K - $15.7K
14.2K $452K
Aug 14, 2025 Q2 2025
Mariner, LLC

Overland Park, KS
BUY
 -
509
+ 1.01%
$11.8K - $15.2K
51.1K $1.62M
Aug 14, 2025 Q2 2025
Ubs Group Ag

BUY
 -
477
+ 71.95%
$11.1K - $14.2K
1.14K $36.2K
Aug 07, 2025 Q2 2025
Central Trust CO

Jefferson City, MO
BUY
 -
476
New
$11K - $14.2K
476 $15.1K
Aug 15, 2025 Q2 2025
Equitable Holdings, Inc.

New York, NY
BUY
 -
465
+ 4.56%
$10.8K - $13.9K
10.7K $338K
Jul 25, 2025 Q2 2025
Tranquility Partners, LLC

BUY
 -
352
+ 2.3%
$8.17K - $10.5K
15.7K $497K
Aug 07, 2025 Q2 2025
Addison Advisors LLC

BUY
 -
337
+ 0.18%
$7.82K - $10.1K
188K $5.97M
Aug 14, 2025 Q2 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
323
+ 1.46%
$7.49K - $9.64K
22.4K $711K
Aug 14, 2025 Q2 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
262
+ 24.04%
$6.08K - $7.82K
1.35K $42.9K
Aug 06, 2025 Q2 2025
New Dimensions Wealth Management, LLC

Allen, TX
BUY
 -
202
+ 1.19%
$4.69K - $6.03K
17.2K $546K
Aug 12, 2025 Q2 2025
Fortis Capital Management LLC

BUY
 -
177
+ 1.52%
$4.11K - $5.28K
11.9K $376K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
156
New
$3.62K - $4.66K
156 $4.95K
Aug 14, 2025 Q2 2025
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
134
New
$3.11K - $4K
134 $4.25K
Jul 10, 2025 Q2 2025
North Crest Asset Manangement, LLC

BUY
 -
130
+ 1.15%
$3.02K - $3.88K
11.4K $363K
Aug 14, 2025 Q2 2025
Clarity Capital Advisors, LLC

Lakewood Ranch, FL
BUY
 -
129
+ 1.5%
$2.99K - $3.85K
8.75K $277K
Jul 21, 2025 Q2 2025
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
129
New
$2.99K - $3.85K
129 $4.09K
Aug 18, 2025 Q2 2025
Geneos Wealth Management Inc.

BUY
 -
96
+ 1.19%
$2.23K - $2.86K
8.16K $259K
Aug 12, 2025 Q2 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
76
+ 13.84%
$1.76K - $2.27K
625 $19.8K
Aug 04, 2025 Q2 2025
Assetmark, Inc

BUY
 -
70
New
$1.62K - $2.09K
70 $2.22K
Jul 28, 2025 Q2 2025
Fairman Group, LLC

Chesterbrook, PA
BUY
 -
46
+ 1.51%
$1.07K - $1.37K
3.09K $98K
Jul 28, 2025 Q2 2025
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
40
+ 0.21%
$928 - $1.19K
19.3K $611K
Jul 22, 2025 Q2 2025
Awm Capital, LLC

BUY
 -
33
+ 0.24%
$766 - $985
14.1K $446K
Jul 28, 2025 Q2 2025
Rosenberg Matthew Hamilton

BUY
 -
21
New
$487 - $627
21 $666
Jul 14, 2025 Q2 2025
Abound Wealth Management

Franklin, TN
BUY
 -
13
New
$302 - $388
13 $412
Aug 14, 2025 Q2 2025
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
6
+ 1.55%
$139 - $179
394 $12.5K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 14, 2025 Q2 2025
Smartleaf Asset Management LLC

Boston, MA
SELL
 -
-48
- 3.1%
$1.11K - $1.43K
1.5K $47.6K
Aug 11, 2025 Q2 2025
Aptus Capital Advisors, LLC

SELL
 -
-51
- 66.23%
$1.18K - $1.52K
26 $825
Aug 05, 2025 Q2 2025
Cherry Tree Wealth Management, LLC

Minnetonka, MN
SELL
 -
-54
- 0.79%
$1.25K - $1.61K
6.74K $214K
Jul 22, 2025 Q2 2025
Sutton Place Investors LLC

Katonah, NY
SELL
 -
-87
- 0.51%
$2.02K - $2.6K
16.9K $535K
Aug 06, 2025 Q2 2025
Rialto Wealth Management, LLC

Syracuse, NY
SELL
 -
-91
- 0.44%
$2.11K - $2.72K
20.4K $646K

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