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 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
75+ 10.47% |
$2.22K - $2.38K
|
791
$24.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
71New |
$2.11K - $2.26K
|
71
$2.23K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
71+ 0.17% |
$2.11K - $2.26K
|
40.9K
$1.29M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
42+ 0.35% |
$1.25K - $1.33K
|
11.9K
$374K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
42New |
$1.25K - $1.33K
|
42
$1.32K
|
|
|
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
|
|
|
Nov 10, 2025
Q3 2025
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
30+ 0.24% |
$890 - $953
|
12.4K
$388K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30New |
$890 - $953
|
30
$943
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19+ 0.08% |
$563 - $604
|
22.7K
$712K
|
|
|
Oct 31, 2025
Q3 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11+ 0.36% |
$326 - $349
|
3.1K
$97.4K
|
|
|
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
$12.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1+ 0.0% |
$29.7 - $31.8
|
21.3K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.01% |
$29.7 - $31.8
|
14.4K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3- 0.01% |
$88.9 - $95.3
|
59.6K
$1.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 26.67% |
$119 - $127
|
11
$346
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 0.11% |
$385 - $413
|
11.8K
$371K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20- 0.06% |
$593 - $635
|
34.3K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-68- 0.48% |
$2.02K - $2.16K
|
14K
$439K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-77- 0.38% |
$2.28K - $2.45K
|
20.2K
$635K
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-102- 0.03% |
$3.02K - $3.24K
|
335K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-115- 0.98% |
$3.41K - $3.65K
|
11.6K
$363K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-149- 0.76% |
$4.42K - $4.73K
|
19.5K
$611K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-165- 34.66% |
$4.89K - $5.24K
|
311
$9.77K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-204- 0.82% |
$6.05K - $6.48K
|
24.7K
$777K
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-249- 1.12% |
$7.38K - $7.91K
|
22.1K
$694K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-255- 0.41% |
$7.56K - $8.1K
|
62.4K
$1.96M
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-256- 2.24% |
$7.59K - $8.13K
|
11.2K
$351K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-283- 33.49% |
$8.39K - $8.99K
|
562
$17.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-353- 3.74% |
$10.5K - $11.2K
|
9.07K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-438- 6.46% |
$13K - $13.9K
|
6.34K
$199K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-477- 41.84% |
$14.1K - $15.2K
|
663
$20.8K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-604- 5.86% |
$17.9K - $19.2K
|
9.7K
$305K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-670- 0.9% |
$19.9K - $21.3K
|
74.2K
$2.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-744- 11.37% |
$22.1K - $23.6K
|
5.8K
$182K
|
|
|
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
$1.61M
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.09% |
$36K - $38.6K
|
1.42M
$44.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.58% |
$38.8K - $41.6K
|
22.2K
$697K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 2.74% |
$39K - $41.8K
|
46.8K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.47K- 6.04% |
$43.6K - $46.8K
|
22.9K
$719K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 0.59% |
$44.9K - $48.2K
|
254K
$7.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 49.04% |
$49.7K - $53.3K
|
1.74K
$54.8K
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.69K- 12.32% |
$50K - $53.6K
|
12K
$377K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.77K- 4.33% |
$52.4K - $56.1K
|
39K
$1.23M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2K- 0.17% |
$59.3K - $63.5K
|
1.16M
$36.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.86K- 0.99% |
$84.7K - $90.8K
|
287K
$9.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-3.25K- 3.74% |
$96.5K - $103K
|
83.7K
$2.63M
|
|