Purchases and Sales Made in Q4 2025 in Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Guardian Wealth Management, LLC
Chattanooga, TN |
BUY
|
- |
367KNew |
$11.3M - $11.8M
|
367K
$11.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Shore Point Advisors, LLC
|
BUY
|
- |
277K+ 413.22% |
$8.57M - $8.92M
|
344K
$10.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
250K+ 442.06% |
$7.72M - $8.04M
|
307K
$9.63M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
84.1K+ 5.24% |
$2.6M - $2.7M
|
1.69M
$53M
|
|
|
Jan 12, 2026
Q4 2025
|
Evanson Asset Management, LLC
|
BUY
|
- |
37.1K+ 2.86% |
$1.15M - $1.19M
|
1.34M
$42M
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
23.5K+ 8.44% |
$726K - $756K
|
302K
$9.49M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$641K - $667K
|
20.7K
$652K
|
|
|
Jan 16, 2026
Q4 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
19.8K+ 5.93% |
$612K - $637K
|
354K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
18K+ 7.91% |
$555K - $578K
|
245K
$7.7M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
17.7K+ 9.58% |
$548K - $571K
|
203K
$6.38M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17.2K+ 12.19% |
$530K - $552K
|
158K
$4.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
12K+ 52.92% |
$370K - $385K
|
34.6K
$1.09M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.76KNew |
$271K - $282K
|
8.76K
$275K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.21K+ 5.46% |
$254K - $264K
|
159K
$4.99M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.16KNew |
$252K - $262K
|
8.16K
$256K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.11K+ 85.37% |
$251K - $261K
|
17.6K
$554K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.09K+ 21.49% |
$250K - $260K
|
45.7K
$1.44M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.9K+ 2.75% |
$244K - $254K
|
295K
$9.26M
|
|
|
Jan 15, 2026
Q4 2025
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
7.88K+ 10.06% |
$244K - $253K
|
86.3K
$2.71M
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
7.54KNew |
$233K - $242K
|
7.54K
$237K
|
|
|
Jan 13, 2026
Q4 2025
|
Trinity Financial Advisors LLC
|
BUY
|
- |
7.32K+ 5.87% |
$226K - $235K
|
132K
$4.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.96KNew |
$215K - $224K
|
6.96K
$219K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
6.19KNew |
$191K - $199K
|
6.19K
$194K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.06K+ 9.12% |
$187K - $195K
|
72.5K
$2.28M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.45K+ 29.39% |
$168K - $175K
|
24K
$753K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
5.02K+ 2.79% |
$155K - $161K
|
185K
$5.81M
|
|
|
Jan 15, 2026
Q4 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
4.75K+ 10.25% |
$147K - $153K
|
51.1K
$1.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.22K+ 2.02% |
$68.6K - $71.4K
|
112K
$3.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2.03KNew |
$62.6K - $65.1K
|
2.03K
$63.7K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
1.95K+ 3.83% |
$60.3K - $62.8K
|
53K
$1.67M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.9K+ 1.9% |
$58.5K - $60.9K
|
101K
$3.19M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.41K+ 7.97% |
$43.6K - $45.4K
|
19.1K
$601K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.15KNew |
$35.4K - $36.8K
|
1.15K
$36K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
818New |
$25.3K - $26.3K
|
818
$25.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
784+ 1.38% |
$24.2K - $25.2K
|
57.7K
$1.81M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
776+ 5.71% |
$24K - $24.9K
|
14.4K
$451K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
426+ 0.71% |
$13.2K - $13.7K
|
60.8K
$1.91M
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
371+ 1.67% |
$11.5K - $11.9K
|
22.5K
$708K
|
|
|
Jan 21, 2026
Q4 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
242+ 1.41% |
$7.48K - $7.78K
|
17.5K
$549K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
231New |
$7.14K - $7.43K
|
231
$7.26K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
143New |
$4.42K - $4.6K
|
143
$4.49K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
118+ 0.75% |
$3.65K - $3.79K
|
16K
$501K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
81New |
$2.5K - $2.6K
|
81
$2.55K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37+ 0.37% |
$1.14K - $1.19K
|
10K
$315K
|
|
|
Jan 13, 2026
Q4 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-8- 0.07% |
$247 - $257
|
12K
$377K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-111- 36.51% |
$3.43K - $3.57K
|
193
$6.06K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-121- 1.25% |
$3.74K - $3.89K
|
9.57K
$301K
|
|
|
Jan 05, 2026
Q4 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-198- 0.52% |
$6.12K - $6.37K
|
38.1K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-210- 0.18% |
$6.49K - $6.75K
|
119K
$3.73M
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-365- 1.6% |
$11.3K - $11.7K
|
22.4K
$704K
|
|