Purchases and Sales Made in Q2 2025 in Dimensional ETF Tr Dimensional (DFSB)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFSB) 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 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.46MNew |
N/A
|
1.46M
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
BUY
|
- |
38.9K+ 43.39% |
N/A
|
128K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
16K+ 5.04% |
N/A
|
334K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Citrine Capital LLC
San Francisco, CA |
BUY
|
- |
7.15K+ 5.29% |
N/A
|
142K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.05KNew |
N/A
|
7.05K
$0
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
7.02K+ 8.93% |
N/A
|
85.7K
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6.46K+ 0.31% |
N/A
|
2.1M
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.68K+ 3.32% |
N/A
|
83.5K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
1.61K+ 21.74% |
N/A
|
9.03K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.39K+ 7.52% |
N/A
|
19.9K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
1.33K+ 1.56% |
N/A
|
86.6K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
815New |
N/A
|
815
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Better Wealth, LLC
|
BUY
|
- |
584+ 4.31% |
N/A
|
14.1K
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
321+ 1.37% |
N/A
|
23.7K
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
132+ 2.52% |
N/A
|
5.38K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
126+ 3.04% |
N/A
|
4.26K
$0
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
13+ 0.25% |
N/A
|
5.28K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-593- 6.71% |
N/A
|
8.24K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 16.74% |
N/A
|
3.96K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-885- 7.21% |
N/A
|
11.4K
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-924- 11.54% |
N/A
|
7.08K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-2.68K- 0.59% |
N/A
|
454K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-2.94K- 10.94% |
N/A
|
23.9K
$0
|