Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.21M- 46.65% |
$55M - $68.7M
|
2.52M
$81.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.16M- 98.41% |
$53.8M - $67.2M
|
34.9K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-394K- 57.89% |
$9.83M - $12.3M
|
287K
$9.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-390K- 27.25% |
$9.72M - $12.1M
|
1.04M
$33.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-295K- 8.94% |
$7.37M - $9.2M
|
3.01M
$96.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-294K- 77.74% |
$7.32M - $9.14M
|
84K
$2.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-250K- 1.54% |
$6.25M - $7.8M
|
16M
$513M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-223K- 16.96% |
$5.57M - $6.95M
|
1.09M
$35.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-173K- 2.74% |
$4.33M - $5.4M
|
6.15M
$197M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-167K- 62.71% |
$4.16M - $5.19M
|
99.1K
$3.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-147K- 6.71% |
$3.67M - $4.59M
|
2.05M
$65.8M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-103K- 8.79% |
$2.57M - $3.21M
|
1.07M
$34.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-102K- 5.86% |
$2.54M - $3.18M
|
1.64M
$52.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Millburn Ridgefield Corp
|
SELL
|
- |
-102K- 5.86% |
$2.54M - $3.18M
|
1.64M
$52.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-96.9K- 8.09% |
$2.42M - $3.02M
|
1.1M
$35.4M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-84.3K- 19.52% |
$2.1M - $2.63M
|
348K
$11.2M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-84.1K- 1.63% |
$2.1M - $2.62M
|
5.09M
$163M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-79.8K- 59.81% |
$1.99M - $2.49M
|
53.6K
$1.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72K- 15.54% |
$1.8M - $2.24M
|
391K
$12.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-66.7K- 60.67% |
$1.66M - $2.08M
|
43.3K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-63.2K- 6.33% |
$1.58M - $1.97M
|
935K
$30M
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
SELL
|
- |
-62.1K- 41.72% |
$1.55M - $1.93M
|
86.7K
$2.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-57.9K- 14.45% |
$1.44M - $1.8M
|
343K
$11M
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-54.4K- 13.67% |
$1.36M - $1.7M
|
344K
$11M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-49.3K- 61.29% |
$1.23M - $1.54M
|
31.1K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-49K- 6.16% |
$1.22M - $1.53M
|
745K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-45K- 75.17% |
$1.12M - $1.4M
|
14.9K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-45K- 3.11% |
$1.12M - $1.4M
|
1.4M
$45.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-44.3K- 1.14% |
$1.1M - $1.38M
|
3.84M
$123M
|
|
|
Jul 16, 2025
Q2 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-44.1K- 10.16% |
$1.1M - $1.37M
|
390K
$12.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-44K- 3.15% |
$1.1M - $1.37M
|
1.35M
$43.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-43.7K- 18.51% |
$1.09M - $1.36M
|
193K
$6.19M
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-42.5K- 16.09% |
$1.06M - $1.32M
|
221K
$7.11M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-40.1K- 8.03% |
$1M - $1.25M
|
459K
$14.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-37.7K- 63.76% |
$940K - $1.17M
|
21.4K
$688K
|
|
|
Aug 08, 2025
Q2 2025
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-37.3K- 2.93% |
$931K - $1.16M
|
1.24M
$39.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-36K- 0.76% |
$897K - $1.12M
|
4.71M
$151M
|
|
|
Jul 25, 2025
Q2 2025
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-33.9K- 1.49% |
$845K - $1.06M
|
2.24M
$71.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
SELL
|
- |
-30.9K- 2.28% |
$771K - $963K
|
1.33M
$42.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-30.4K- 2.38% |
$759K - $948K
|
1.25M
$40M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-30.4K- 6.01% |
$757K - $946K
|
475K
$15.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-27K- 19.01% |
$674K - $842K
|
115K
$3.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-26K- 8.85% |
$648K - $809K
|
268K
$8.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-25.7K- 1.65% |
$642K - $802K
|
1.54M
$49.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-24.9K- 6.01% |
$620K - $774K
|
389K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-24.8K- 2.66% |
$618K - $771K
|
905K
$29.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-21.1K- 38.52% |
$527K - $658K
|
33.7K
$1.08M
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-20.5K- 6.78% |
$511K - $638K
|
282K
$9.05M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.1K- 1.86% |
$501K - $626K
|
1.06M
$34.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 13.33% |
$499K - $623K
|
130K
$4.18M
|