Purchases and Sales Made in Q3 2025 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
144K+ 13.97% |
$4.27M - $4.58M
|
1.18M
$37.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
127K+ 10.81% |
$3.76M - $4.03M
|
1.3M
$41.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
93.5KNew |
$2.77M - $2.97M
|
93.5K
$2.97M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.2K+ 14.27% |
$2.23M - $2.39M
|
602K
$19.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
73.6K+ 19.83% |
$2.18M - $2.34M
|
445K
$14.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
62.2K+ 22.91% |
$1.85M - $1.98M
|
334K
$10.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60.1K+ 14.96% |
$1.78M - $1.91M
|
462K
$14.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
53K+ 4.89% |
$1.57M - $1.68M
|
1.14M
$36.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 3.34% |
$1.54M - $1.65M
|
1.6M
$50.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
48.9K+ 166.27% |
$1.45M - $1.55M
|
78.4K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35.4K+ 17.96% |
$1.05M - $1.13M
|
233K
$7.38M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
26.7K+ 66.22% |
$793K - $850K
|
67.1K
$2.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
26.5K+ 8.67% |
$787K - $843K
|
333K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
20K+ 9.66% |
$594K - $636K
|
227K
$7.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2K+ 6.18% |
$481K - $515K
|
278K
$8.83M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
14.3K+ 2.4% |
$424K - $454K
|
610K
$19.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.3K+ 168.73% |
$423K - $453K
|
22.7K
$721K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
13.1K+ 7.61% |
$388K - $416K
|
185K
$5.87M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 234.15% |
$385K - $413K
|
18.5K
$588K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.97K+ 5.86% |
$296K - $317K
|
180K
$5.71M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.5K+ 6.01% |
$222K - $238K
|
132K
$4.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.47K+ 2.54% |
$192K - $206K
|
261K
$8.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.11K+ 34.65% |
$181K - $194K
|
23.8K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.9K+ 11.99% |
$175K - $187K
|
55.1K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.5K+ 4.61% |
$163K - $175K
|
125K
$3.96M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
5K+ 11.07% |
$148K - $159K
|
50.1K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4.67K+ 25.17% |
$139K - $148K
|
23.2K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
4.57K+ 13.08% |
$135K - $145K
|
39.5K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.13K+ 2.32% |
$122K - $131K
|
182K
$5.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.98K+ 8.34% |
$118K - $126K
|
51.7K
$1.64M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.37K+ 2.29% |
$99.9K - $107K
|
150K
$4.76M
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.53K+ 2.76% |
$45.4K - $48.6K
|
56.9K
$1.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.48K+ 9.12% |
$43.9K - $47.1K
|
17.7K
$562K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.47K+ 0.3% |
$43.6K - $46.7K
|
489K
$15.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 2.19% |
$42.1K - $45.1K
|
66.4K
$2.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 2.37% |
$41.4K - $44.4K
|
60.4K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
304New |
$9.01K - $9.66K
|
304
$9.64K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 3.75% |
$8.57K - $9.18K
|
8K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
108+ 0.92% |
$3.2K - $3.43K
|
11.8K
$375K
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
31+ 0.35% |
$919 - $985
|
8.78K
$278K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$267 - $286
|
21.4K
$678K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$148 - $159
|
10K
$317K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 26.67% |
$119 - $127
|
11
$349
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-115- 0.98% |
$3.41K - $3.65K
|
11.6K
$367K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-149- 0.76% |
$4.42K - $4.73K
|
19.5K
$617K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-249- 1.12% |
$7.38K - $7.91K
|
22.1K
$700K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-353- 3.74% |
$10.5K - $11.2K
|
9.07K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-670- 0.9% |
$19.9K - $21.3K
|
74.2K
$2.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-779- 7.68% |
$23.1K - $24.7K
|
9.36K
$297K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.03K- 1.96% |
$30.4K - $32.6K
|
51.3K
$1.63M
|