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 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
174K+ 96.47% |
$4.04M - $5.19M
|
354K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
57.4K+ 110.07% |
$1.33M - $1.71M
|
110K
$3.29M
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
35K+ 16.36% |
$813K - $1.05M
|
249K
$7.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
32.1K+ 8.85% |
$744K - $957K
|
395K
$11.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
13.1K+ 4.47% |
$304K - $390K
|
306K
$9.18M
|
|
|
Jul 03, 2025
Q2 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.44K+ 2.08% |
$56.5K - $72.7K
|
119K
$3.58M
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
631+ 1.59% |
$14.6K - $18.8K
|
40.4K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-772- 0.93% |
$17.9K - $23K
|
82.1K
$2.46M
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-875- 0.69% |
$20.3K - $26.1K
|
126K
$3.79M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51K- 5.08% |
$221K - $284K
|
178K
$5.33M
|