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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.48K+ 9.12% |
$43.9K - $47.1K
|
17.7K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
1.47K+ 0.3% |
$43.6K - $46.7K
|
489K
$15.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.42K+ 2.19% |
$42.1K - $45.1K
|
66.4K
$2.09M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.4K+ 2.37% |
$41.4K - $44.4K
|
60.4K
$1.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
530New |
$15.7K - $16.8K
|
530
$16.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
508+ 15.74% |
$15.1K - $16.1K
|
3.74K
$118K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
407New |
$12.1K - $12.9K
|
407
$12.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
370New |
$11K - $11.8K
|
370
$11.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
369+ 2.19% |
$10.9K - $11.7K
|
17.2K
$542K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
340New |
$10.1K - $10.8K
|
340
$10.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
304New |
$9.01K - $9.66K
|
304
$9.56K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
289+ 3.75% |
$8.57K - $9.18K
|
8K
$252K
|
|
|
Oct 29, 2025
Q3 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
266+ 0.7% |
$7.89K - $8.45K
|
38.3K
$1.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
199+ 0.13% |
$5.9K - $6.32K
|
150K
$4.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
165New |
$4.89K - $5.24K
|
165
$5.19K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
108+ 0.92% |
$3.2K - $3.43K
|
11.8K
$372K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
71New |
$2.11K - $2.26K
|
71
$2.23K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
40+ 0.12% |
$1.19K - $1.27K
|
32.3K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
31+ 0.35% |
$919 - $985
|
8.78K
$276K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11+ 0.36% |
$326 - $349
|
3.1K
$97.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
9+ 0.04% |
$267 - $286
|
21.4K
$672K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$148 - $159
|
10K
$314K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.51% |
$59.3 - $63.5
|
396
$12.5K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 26.67% |
$119 - $127
|
11
$346
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-68- 0.48% |
$2.02K - $2.16K
|
14K
$440K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-77- 0.38% |
$2.28K - $2.45K
|
20.2K
$636K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-115- 0.98% |
$3.41K - $3.65K
|
11.6K
$364K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-149- 0.76% |
$4.42K - $4.73K
|
19.5K
$612K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-249- 1.12% |
$7.38K - $7.91K
|
22.1K
$695K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-256- 2.24% |
$7.59K - $8.13K
|
11.2K
$352K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-353- 3.74% |
$10.5K - $11.2K
|
9.07K
$285K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-670- 0.9% |
$19.9K - $21.3K
|
74.2K
$2.33M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-779- 7.68% |
$23.1K - $24.7K
|
9.36K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.03K- 1.96% |
$30.4K - $32.6K
|
51.3K
$1.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.09% |
$36K - $38.6K
|
1.42M
$44.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.58% |
$38.8K - $41.6K
|
22.2K
$698K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 0.59% |
$44.9K - $48.2K
|
254K
$8M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2K- 0.17% |
$59.3K - $63.5K
|
1.16M
$36.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.86K- 0.99% |
$84.7K - $90.8K
|
287K
$9.03M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-3.25K- 3.74% |
$96.5K - $103K
|
83.7K
$2.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.28K- 5.48% |
$97.3K - $104K
|
56.6K
$1.78M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-3.4K- 19.71% |
$101K - $108K
|
13.8K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-3.61K- 4.4% |
$107K - $115K
|
78.4K
$2.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-4.38K- 0.93% |
$130K - $139K
|
465K
$14.6M
|