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 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
632KNew |
$18.7M - $20.1M
|
632K
$19.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
594K+ 20.26% |
$17.6M - $18.9M
|
3.53M
$111M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
572K+ 20.02% |
$17M - $18.2M
|
3.43M
$108M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
270KNew |
$7.99M - $8.56M
|
270K
$8.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
257K+ 40.44% |
$7.63M - $8.17M
|
894K
$28.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
144K+ 13.97% |
$4.27M - $4.58M
|
1.18M
$37M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
127K+ 10.81% |
$3.76M - $4.03M
|
1.3M
$40.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
93.5KNew |
$2.77M - $2.97M
|
93.5K
$2.94M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
75.2K+ 14.27% |
$2.23M - $2.39M
|
602K
$18.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
BUY
|
- |
73.6K+ 19.83% |
$2.18M - $2.34M
|
445K
$14M
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
71.6K+ 18.15% |
$2.12M - $2.28M
|
466K
$14.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
62.2K+ 22.91% |
$1.85M - $1.98M
|
334K
$10.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
60.1K+ 14.96% |
$1.78M - $1.91M
|
462K
$14.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
53K+ 4.89% |
$1.57M - $1.68M
|
1.14M
$35.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
51.8K+ 3.34% |
$1.54M - $1.65M
|
1.6M
$50.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
48.9K+ 166.27% |
$1.45M - $1.55M
|
78.4K
$2.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
40.1K+ 9.61% |
$1.19M - $1.27M
|
457K
$14.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
35.4K+ 17.96% |
$1.05M - $1.13M
|
233K
$7.32M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
33.5K+ 14.8% |
$993K - $1.06M
|
260K
$8.17M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31.3K+ 28.55% |
$927K - $993K
|
141K
$4.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
30.2K+ 7.1% |
$894K - $958K
|
455K
$14.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
26.7K+ 66.22% |
$793K - $850K
|
67.1K
$2.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
26.5K+ 8.67% |
$787K - $843K
|
333K
$10.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
20K+ 9.66% |
$594K - $636K
|
227K
$7.15M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.2K+ 6.18% |
$481K - $515K
|
278K
$8.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
14.3K+ 2.4% |
$424K - $454K
|
610K
$19.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
14.3K+ 168.73% |
$423K - $453K
|
22.7K
$715K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
13.1K+ 7.61% |
$388K - $416K
|
185K
$5.83M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13K+ 234.15% |
$385K - $413K
|
18.5K
$583K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
10.2K+ 4.54% |
$304K - $325K
|
236K
$7.42M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
9.97K+ 5.86% |
$296K - $317K
|
180K
$5.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
7.5K+ 6.01% |
$222K - $238K
|
132K
$4.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.32K+ 24.16% |
$217K - $233K
|
37.6K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7.12K+ 5.91% |
$211K - $226K
|
128K
$4.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6.47K+ 2.54% |
$192K - $206K
|
261K
$8.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
6.11K+ 34.65% |
$181K - $194K
|
23.8K
$747K
|
|
|
Oct 15, 2025
Q3 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
5.9K+ 11.99% |
$175K - $187K
|
55.1K
$1.73M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.5K+ 4.61% |
$163K - $175K
|
125K
$3.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
5K+ 11.07% |
$148K - $159K
|
50.1K
$1.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
4.67K+ 25.17% |
$139K - $148K
|
23.2K
$731K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
4.57K+ 13.08% |
$135K - $145K
|
39.5K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.13K+ 2.32% |
$122K - $131K
|
182K
$5.72M
|
|
|
Oct 24, 2025
Q3 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
3.98K+ 8.34% |
$118K - $126K
|
51.7K
$1.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
3.41K+ 27.97% |
$101K - $108K
|
15.6K
$491K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.37K+ 2.29% |
$99.9K - $107K
|
150K
$4.73M
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3.29K+ 6.89% |
$97.6K - $105K
|
51K
$1.61M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.52K+ 17.71% |
$74.8K - $80.2K
|
16.8K
$528K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.14K+ 0.88% |
$63.4K - $68K
|
244K
$7.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.67K+ 48.66% |
$49.5K - $53K
|
5.1K
$160K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.53K+ 2.76% |
$45.4K - $48.6K
|
56.9K
$1.79M
|