Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFIS)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIS) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-9.57M- 83.85% |
$222M - $286M
|
1.84M
$56.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9.19M- 96.65% |
$213M - $274M
|
319K
$9.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-971K- 24.89% |
$22.5M - $29M
|
2.93M
$90.4M
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-934K- 24.64% |
$21.7M - $27.9M
|
2.86M
$88.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-791K- 93.1% |
$18.4M - $23.6M
|
58.6K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-434K- 89.05% |
$10.1M - $13M
|
53.4K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-61.7K- 25.35% |
$1.43M - $1.84M
|
182K
$5.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-55.7K- 71.65% |
$1.29M - $1.66M
|
22K
$679K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-42K- 9.6% |
$975K - $1.25M
|
396K
$12.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-38.8K- 3.78% |
$901K - $1.16M
|
989K
$30.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-34.3K- 27.53% |
$796K - $1.02M
|
90.3K
$2.78M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-27.9K- 10.34% |
$647K - $833K
|
242K
$7.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-25.4K- 22.6% |
$589K - $757K
|
86.9K
$2.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-22.4K- 10.41% |
$520K - $668K
|
193K
$5.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.5K- 66.92% |
$452K - $581K
|
9.63K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-18.2K- 12.46% |
$422K - $543K
|
128K
$3.94M
|
|
|
Jul 25, 2025
Q2 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-17K- 20.56% |
$393K - $506K
|
65.5K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-16K- 1.17% |
$370K - $476K
|
1.35M
$41.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 12.74% |
$322K - $414K
|
95.2K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13.7K- 13.71% |
$317K - $408K
|
85.9K
$2.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-9.83K- 2.18% |
$228K - $293K
|
441K
$13.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.65K- 29.47% |
$224K - $288K
|
23.1K
$712K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51K- 5.08% |
$221K - $284K
|
178K
$5.48M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-8.24K- 1.73% |
$191K - $246K
|
469K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-8.23K- 8.8% |
$191K - $246K
|
85.4K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-7.06K- 13.33% |
$164K - $211K
|
45.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.98K- 5.33% |
$162K - $208K
|
124K
$3.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-6.33K- 1.85% |
$147K - $189K
|
335K
$10.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.94K- 3.37% |
$138K - $177K
|
170K
$5.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.7K- 6.62% |
$132K - $170K
|
80.4K
$2.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-5.62K- 46.21% |
$130K - $168K
|
6.54K
$202K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.4K- 13.16% |
$125K - $161K
|
35.6K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.81K- 7.47% |
$112K - $143K
|
59.6K
$1.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.5K- 6.25% |
$104K - $134K
|
67.5K
$2.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.42K- 15.36% |
$103K - $132K
|
24.4K
$751K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.33K- 5.98% |
$77.3K - $99.4K
|
52.4K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 47.84% |
$72.8K - $93.6K
|
3.42K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.02K- 6.49% |
$69.9K - $90K
|
43.5K
$1.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3K- 13.26% |
$69.5K - $89.4K
|
19.6K
$604K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.85K- 4.45% |
$66.2K - $85.1K
|
61.2K
$1.89M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.7K- 0.23% |
$62.6K - $80.6K
|
1.16M
$35.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.63K- 10.53% |
$61K - $78.4K
|
22.3K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.13K- 75.4% |
$49.5K - $63.6K
|
696
$21.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.94K- 0.75% |
$44.9K - $57.8K
|
256K
$7.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.91K- 21.39% |
$44.3K - $56.9K
|
7.01K
$216K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.88K- 16.63% |
$43.6K - $56.1K
|
9.43K
$291K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.85K- 2.42% |
$43K - $55.3K
|
74.8K
$2.31M
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.78K- 13.2% |
$41.2K - $53K
|
11.7K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.51K- 17.49% |
$35.1K - $45.1K
|
7.14K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.37K- 0.97% |
$31.7K - $40.8K
|
140K
$4.31M
|