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 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.09% |
$36K - $38.6K
|
1.42M
$45M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.58% |
$38.8K - $41.6K
|
22.2K
$703K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 0.59% |
$44.9K - $48.2K
|
254K
$8.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2K- 0.17% |
$59.3K - $63.5K
|
1.16M
$36.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.86K- 0.99% |
$84.7K - $90.8K
|
287K
$9.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-3.25K- 3.74% |
$96.5K - $103K
|
83.7K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.28K- 5.48% |
$97.3K - $104K
|
56.6K
$1.79M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-3.61K- 4.4% |
$107K - $115K
|
78.4K
$2.49M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.41K- 1.77% |
$131K - $140K
|
245K
$7.77M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.31K- 4.3% |
$187K - $201K
|
141K
$4.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.5K- 5.93% |
$222K - $238K
|
119K
$3.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-18.5KClosed |
$548K - $587K
|
0
$0
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216K- 11.71% |
$6.4M - $6.86M
|
1.63M
$51.6M
|