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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.67M- 94.4% |
$40.3M - $45.1M
|
99.3K
$2.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-435K- 16.66% |
$10.5M - $11.7M
|
2.18M
$53.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-129K- 3.11% |
$3.11M - $3.48M
|
4.02M
$99.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-45.3K- 48.15% |
$1.09M - $1.22M
|
48.7K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28.4K- 56.18% |
$683K - $765K
|
22.1K
$549K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25.8K- 70.87% |
$620K - $696K
|
10.6K
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-22.2K- 4.24% |
$535K - $600K
|
502K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.8K- 8.24% |
$453K - $508K
|
210K
$5.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.8K- 14.64% |
$380K - $426K
|
92.1K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 3.9% |
$365K - $409K
|
374K
$9.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-14.5K- 3.5% |
$348K - $391K
|
399K
$9.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11K- 33.37% |
$264K - $296K
|
21.9K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.2K- 43.03% |
$221K - $248K
|
12.2K
$302K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.61K- 38.68% |
$207K - $232K
|
13.7K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-8.59K- 25.99% |
$207K - $232K
|
24.4K
$606K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.06K- 83.08% |
$146K - $163K
|
1.23K
$30.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.4K- 26.73% |
$57.7K - $64.7K
|
6.58K
$163K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.38K- 2.54% |
$33.2K - $37.2K
|
53K
$1.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 5.14% |
$33K - $37K
|
25.4K
$629K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-824- 10.91% |
$19.8K - $22.2K
|
6.73K
$167K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-757- 1.33% |
$18.2K - $20.4K
|
56K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-749- 5.97% |
$18K - $20.2K
|
11.8K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-697- 1.52% |
$16.8K - $18.8K
|
45K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-622- 68.28% |
$15K - $16.8K
|
289
$7.17K
|
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-614- 0.2% |
$14.8K - $16.6K
|
306K
$7.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-514- 11.95% |
$12.4K - $13.9K
|
3.79K
$93.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-489- 20.81% |
$11.8K - $13.2K
|
1.86K
$46.2K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-187- 1.5% |
$4.5K - $5.04K
|
12.3K
$305K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-158- 0.24% |
$3.8K - $4.26K
|
65.4K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 1.0% |
$2.41K - $2.7K
|
9.92K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-97- 1.04% |
$2.33K - $2.62K
|
9.25K
$229K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-79- 5.01% |
$1.9K - $2.13K
|
1.5K
$37.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-76- 0.59% |
$1.83K - $2.05K
|
12.9K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-58- 0.41% |
$1.4K - $1.56K
|
14K
$347K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-36- 0.27% |
$866 - $971
|
13.1K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-35- 8.33% |
$842 - $944
|
385
$9.55K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56- 1.73% |
$1.35K - $1.45K
|
3.18K
$78.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.07% |
$193 - $207
|
11.9K
$294K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.44K- 22.34% |
$56.4K - $61.2K
|
8.47K
$210K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-361- 1.43% |
$8.35K - $9.06K
|
24.9K
$619K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20.9K- 19.37% |
$429K - $506K
|
87K
$2.16M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 68.77% |
$49.3K - $58.2K
|
1.09K
$27K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-386- 82.66% |
$7.93K - $9.35K
|
81
$2.01K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-7.4K- 17.06% |
$161K - $177K
|
36K
$893K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.58K- 14.69% |
$56.2K - $61.5K
|
15K
$371K
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-30.1KClosed |
$652K - $718K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-679- 6.56% |
$14.7K - $16.2K
|
9.67K
$240K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-463- 23.59% |
$10K - $11.1K
|
1.5K
$37.2K
|
|
| Q4 2022 | |||||||
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-11.9KClosed |
$218K - $263K
|
0
$0
|
|