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 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-97- 1.13% |
$2.25K - $2.89K
|
8.45K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-159- 0.27% |
$3.69K - $4.74K
|
59K
$1.87M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-169- 4.7% |
$3.92K - $5.04K
|
3.43K
$109K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-265- 1.81% |
$6.15K - $7.91K
|
14.4K
$456K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-269- 35.49% |
$6.24K - $8.03K
|
489
$15.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-285- 1.32% |
$6.61K - $8.5K
|
21.3K
$677K
|
|
|
Aug 04, 2025
Q2 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-455- 0.32% |
$10.6K - $13.6K
|
144K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457- 22.22% |
$10.6K - $13.6K
|
1.6K
$50.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-650- 6.93% |
$15.1K - $19.4K
|
8.73K
$277K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-710- 2.93% |
$16.5K - $21.2K
|
23.5K
$745K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-746- 0.29% |
$17.3K - $22.3K
|
256K
$8.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-764- 4.5% |
$17.7K - $22.8K
|
16.2K
$515K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-772- 0.93% |
$17.9K - $23K
|
82.1K
$2.6M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-875- 0.69% |
$20.3K - $26.1K
|
126K
$4.01M
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-892- 1.3% |
$20.7K - $26.6K
|
67.6K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-993- 8.92% |
$23K - $29.6K
|
10.1K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.15K- 3.64% |
$26.6K - $34.2K
|
30.3K
$961K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 1.06% |
$27.2K - $35K
|
110K
$3.48M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.23K- 2.52% |
$28.6K - $36.8K
|
47.8K
$1.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.37K- 0.97% |
$31.7K - $40.8K
|
140K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.51K- 17.49% |
$35.1K - $45.1K
|
7.14K
$226K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 3.15% |
$36.3K - $46.7K
|
48.1K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.65K- 2.97% |
$38.2K - $49.2K
|
53.8K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.78K- 13.2% |
$41.2K - $53K
|
11.7K
$370K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.85K- 2.42% |
$43K - $55.3K
|
74.8K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.88K- 16.63% |
$43.6K - $56.1K
|
9.43K
$299K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.91K- 21.39% |
$44.3K - $56.9K
|
7.01K
$222K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.94K- 0.75% |
$44.9K - $57.8K
|
256K
$8.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.13K- 75.4% |
$49.5K - $63.6K
|
696
$22.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.63K- 10.53% |
$61K - $78.4K
|
22.3K
$708K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.7K- 0.23% |
$62.6K - $80.6K
|
1.16M
$36.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.85K- 4.45% |
$66.2K - $85.1K
|
61.2K
$1.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3K- 13.26% |
$69.5K - $89.4K
|
19.6K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.02K- 6.49% |
$69.9K - $90K
|
43.5K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 47.84% |
$72.8K - $93.6K
|
3.42K
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.33K- 5.98% |
$77.3K - $99.4K
|
52.4K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.42K- 15.36% |
$103K - $132K
|
24.4K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.5K- 6.25% |
$104K - $134K
|
67.5K
$2.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.81K- 7.47% |
$112K - $143K
|
59.6K
$1.89M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.99K- 0.15% |
$116K - $149K
|
3.34M
$106M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.4K- 13.16% |
$125K - $161K
|
35.6K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.62K- 46.21% |
$130K - $168K
|
6.54K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.7K- 6.62% |
$132K - $170K
|
80.4K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.94K- 3.37% |
$138K - $177K
|
170K
$5.39M
|
|
|
Sep 03, 2025
Q2 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-6.27K- 1.27% |
$145K - $187K
|
487K
$15.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.33K- 1.85% |
$147K - $189K
|
335K
$10.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.65K- 4.31% |
$154K - $198K
|
148K
$4.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.98K- 5.33% |
$162K - $208K
|
124K
$3.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-7.06K- 13.33% |
$164K - $211K
|
45.9K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.23K- 8.8% |
$191K - $246K
|
85.4K
$2.71M
|