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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4.39K- 1.41% |
$130K - $140K
|
307K
$9.66M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.41K- 1.77% |
$131K - $140K
|
245K
$7.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.62K- 7.55% |
$137K - $147K
|
56.6K
$1.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.63K- 8.34% |
$167K - $179K
|
61.9K
$1.95M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.31K- 4.3% |
$187K - $201K
|
141K
$4.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.5K- 5.93% |
$222K - $238K
|
119K
$3.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-8.07K- 6.31% |
$239K - $256K
|
120K
$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
$51.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Matson Money. Inc.
|
SELL
|
- |
-268K- 2.15% |
$7.94M - $8.51M
|
12.2M
$384M
|