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
$55.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-19.5K- 66.92% |
$452K - $581K
|
9.63K
$292K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51K- 5.08% |
$221K - $284K
|
178K
$5.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-5.94K- 3.37% |
$138K - $177K
|
170K
$5.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.4K- 13.16% |
$125K - $161K
|
35.6K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-3.33K- 5.98% |
$77.3K - $99.4K
|
52.4K
$1.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3K- 13.26% |
$69.5K - $89.4K
|
19.6K
$594K
|
|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-2.63K- 10.53% |
$61K - $78.4K
|
22.3K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.91K- 21.39% |
$44.3K - $56.9K
|
7.01K
$213K
|
|
|
Jul 16, 2025
Q2 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.88K- 16.63% |
$43.6K - $56.1K
|
9.43K
$286K
|
|
|
Jul 23, 2025
Q2 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-1.85K- 2.42% |
$43K - $55.3K
|
74.8K
$2.27M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-1.23K- 2.52% |
$28.6K - $36.8K
|
47.8K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-1.15K- 3.64% |
$26.6K - $34.2K
|
30.3K
$919K
|
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-993- 8.92% |
$23K - $29.6K
|
10.1K
$308K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-875- 0.69% |
$20.3K - $26.1K
|
126K
$3.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-772- 0.93% |
$17.9K - $23K
|
82.1K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-764- 4.5% |
$17.7K - $22.8K
|
16.2K
$492K
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-710- 2.93% |
$16.5K - $21.2K
|
23.5K
$712K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-159- 0.27% |
$3.69K - $4.74K
|
59K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-87- 0.51% |
$2.02K - $2.6K
|
16.9K
$511K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-301K- 14.5% |
$7.2M - $8.09M
|
1.77M
$53.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-229K- 6.01% |
$5.49M - $6.17M
|
3.59M
$109M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-72.2K- 21.09% |
$1.73M - $1.94M
|
270K
$8.19M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-44.3K- 2.39% |
$1.06M - $1.19M
|
1.81M
$54.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-26.8K- 5.77% |
$641K - $720K
|
438K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-21.8K- 76.89% |
$522K - $587K
|
6.56K
$199K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-20.7K- 13.13% |
$494K - $556K
|
137K
$4.15M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 15.98% |
$353K - $397K
|
77.7K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-14.6K- 11.51% |
$349K - $393K
|
112K
$3.41M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-11.7K- 1.13% |
$281K - $316K
|
1.03M
$31.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.8K- 11.1% |
$257K - $289K
|
86.1K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.1K- 9.71% |
$241K - $271K
|
93.6K
$2.84M
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-8.39K- 23.07% |
$201K - $226K
|
28K
$849K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.97K- 6.02% |
$191K - $214K
|
125K
$3.78M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-7.33K- 29.11% |
$175K - $197K
|
17.8K
$541K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6.25K- 0.54% |
$150K - $168K
|
1.16M
$35.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6K- 13.55% |
$143K - $161K
|
38.3K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.11K- 3.75% |
$122K - $137K
|
131K
$3.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.17K- 96.13% |
$99.8K - $112K
|
168
$5.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.59K- 1.89% |
$61.9K - $69.5K
|
135K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.33K- 73.39% |
$55.8K - $62.7K
|
845
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.23K- 44.08% |
$53.3K - $60K
|
2.83K
$85.8K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.01K- 3.89% |
$48.1K - $54K
|
49.7K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.41K- 9.32% |
$33.8K - $37.9K
|
13.7K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 11.7% |
$32.7K - $36.7K
|
10.3K
$312K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.34K- 0.42% |
$32K - $36K
|
317K
$9.62M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 13.89% |
$29.7K - $33.4K
|
7.71K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-940- 9.11% |
$22.5K - $25.3K
|
9.38K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 8.45% |
$14.8K - $16.6K
|
6.69K
$203K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-407- 4.54% |
$9.74K - $10.9K
|
8.55K
$259K
|
|