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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-8.24K- 1.73% |
$191K - $246K
|
469K
$14.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51K- 5.08% |
$221K - $284K
|
178K
$5.64M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.54K- 7.09% |
$221K - $285K
|
125K
$3.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.65K- 29.47% |
$224K - $288K
|
23.1K
$733K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.83K- 2.18% |
$228K - $293K
|
441K
$14M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13.7K- 13.71% |
$317K - $408K
|
85.9K
$2.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 12.74% |
$322K - $414K
|
95.2K
$3.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16K- 1.17% |
$370K - $476K
|
1.35M
$42.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-17K- 20.56% |
$393K - $506K
|
65.5K
$2.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-18.2K- 12.46% |
$422K - $543K
|
128K
$4.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.5K- 66.92% |
$452K - $581K
|
9.63K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.4K- 10.41% |
$520K - $668K
|
193K
$6.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-25.4K- 22.6% |
$589K - $757K
|
86.9K
$2.76M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 10.34% |
$647K - $833K
|
242K
$7.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.3K- 27.53% |
$796K - $1.02M
|
90.3K
$2.86M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-38.8K- 3.78% |
$901K - $1.16M
|
989K
$31.4M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-41.9K- 37.24% |
$973K - $1.25M
|
70.6K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-42K- 9.6% |
$975K - $1.25M
|
396K
$12.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-55.7K- 71.65% |
$1.29M - $1.66M
|
22K
$699K
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-61.7K- 25.35% |
$1.43M - $1.84M
|
182K
$5.77M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-241K- 6.71% |
$5.59M - $7.19M
|
3.35M
$106M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-302K- 90.88% |
$7M - $9M
|
30.3K
$960K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-434K- 89.05% |
$10.1M - $13M
|
53.4K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-791K- 93.1% |
$18.4M - $23.6M
|
58.6K
$1.86M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-934K- 24.64% |
$21.7M - $27.9M
|
2.86M
$90.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-971K- 24.89% |
$22.5M - $29M
|
2.93M
$93M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9.19M- 96.65% |
$213M - $274M
|
319K
$10.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.57M- 83.85% |
$222M - $286M
|
1.84M
$58.5M
|