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 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
315New |
$9.73K - $10.1K
|
315
$9.9K
|
|
|
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 27, 2026
Q4 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
21+ 0.18% |
$649 - $675
|
11.6K
$364K
|
|
|
Jan 26, 2026
Q4 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
13+ 0.05% |
$402 - $418
|
23.8K
$749K
|
|
|
Jan 27, 2026
Q4 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
8+ 0.09% |
$247 - $257
|
9.37K
$294K
|
|
|
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 26, 2026
Q4 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-310- 1.45% |
$9.58K - $9.97K
|
21.1K
$662K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-365- 1.6% |
$11.3K - $11.7K
|
22.4K
$704K
|
|
|
Jan 14, 2026
Q4 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-650- 4.38% |
$20.1K - $20.9K
|
14.2K
$446K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-797- 7.12% |
$24.6K - $25.6K
|
10.4K
$326K
|
|
|
Jan 27, 2026
Q4 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-873- 1.58% |
$27K - $28.1K
|
54.2K
$1.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.05K- 1.76% |
$32.4K - $33.8K
|
58.5K
$1.84M
|
|
|
Jan 08, 2026
Q4 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-1.1K- 1.4% |
$34K - $35.4K
|
77.3K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-2.07K- 0.81% |
$63.9K - $66.5K
|
252K
$7.92M
|
|
|
Jan 15, 2026
Q4 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.2K- 6.24% |
$98.9K - $103K
|
48.1K
$1.51M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.2K- 21.6% |
$130K - $135K
|
15.2K
$479K
|
|
|
Jan 06, 2026
Q4 2025
|
Collective Family Office LLC
|
SELL
|
- |
-9.1K- 3.72% |
$281K - $293K
|
236K
$7.41M
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
SELL
|
- |
-17.4K- 24.88% |
$538K - $560K
|
52.6K
$1.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-35.9K- 19.75% |
$1.11M - $1.15M
|
146K
$4.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-64.7K- 3.97% |
$2M - $2.08M
|
1.56M
$49.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Matson Money. Inc.
|
SELL
|
- |
-69.3K- 0.57% |
$2.14M - $2.23M
|
12.1M
$381M
|
|
|
Jan 08, 2026
Q4 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-163K- 16.26% |
$5.04M - $5.25M
|
841K
$26.4M
|
|