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 03, 2025
Q3 2025
|
Matson Money. Inc.
|
SELL
|
- |
-268K- 2.15% |
$7.94M - $8.51M
|
12.2M
$384M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
SELL
|
- |
-245K- 11.6% |
$7.27M - $7.8M
|
1.87M
$58.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216K- 11.71% |
$6.4M - $6.86M
|
1.63M
$51.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-187K- 5.61% |
$5.56M - $5.96M
|
3.16M
$99.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.4K- 4.54% |
$2.38M - $2.55M
|
1.69M
$53.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-36.3K- 11.39% |
$1.08M - $1.15M
|
282K
$8.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.2K- 36.4% |
$1.01M - $1.09M
|
59.7K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-25.2K- 1.88% |
$748K - $802K
|
1.32M
$41.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-24.5K- 6.19% |
$726K - $778K
|
371K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22.6K- 18.25% |
$671K - $719K
|
101K
$3.19M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-18.5KClosed |
$548K - $587K
|
0
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.9K- 18.52% |
$441K - $473K
|
65.5K
$2.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 15.21% |
$407K - $436K
|
76.6K
$2.41M
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-8.31K- 8.08% |
$246K - $264K
|
94.5K
$2.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-8.07K- 6.31% |
$239K - $256K
|
120K
$3.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-7.5K- 5.93% |
$222K - $238K
|
119K
$3.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.35K- 4.98% |
$218K - $234K
|
140K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-6.31K- 4.3% |
$187K - $201K
|
141K
$4.42M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.69K- 2.94% |
$169K - $181K
|
188K
$5.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-5.63K- 8.34% |
$167K - $179K
|
61.9K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-5.31K- 26.07% |
$158K - $169K
|
15.1K
$473K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-4.71K- 24.09% |
$140K - $150K
|
14.9K
$467K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-4.62K- 7.55% |
$137K - $147K
|
56.6K
$1.78M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.41K- 1.77% |
$131K - $140K
|
245K
$7.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4.39K- 1.41% |
$130K - $140K
|
307K
$9.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-4.38K- 0.93% |
$130K - $139K
|
465K
$14.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-3.61K- 4.4% |
$107K - $115K
|
78.4K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
New Dimensions Wealth Management, LLC
Allen, TX |
SELL
|
- |
-3.4K- 19.71% |
$101K - $108K
|
13.8K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Gen Financial Management, Inc.
Plymouth, MN |
SELL
|
- |
-3.28K- 5.48% |
$97.3K - $104K
|
56.6K
$1.78M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-3.25K- 3.74% |
$96.5K - $103K
|
83.7K
$2.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-2.86K- 0.99% |
$84.7K - $90.8K
|
287K
$9.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2K- 0.17% |
$59.3K - $63.5K
|
1.16M
$36.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.77K- 4.33% |
$52.4K - $56.1K
|
39K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.69K- 12.32% |
$50K - $53.6K
|
12K
$377K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 49.04% |
$49.7K - $53.3K
|
1.74K
$54.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-1.52K- 0.59% |
$44.9K - $48.2K
|
254K
$7.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.47K- 6.04% |
$43.6K - $46.8K
|
22.9K
$719K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 2.74% |
$39K - $41.8K
|
46.8K
$1.47M
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.58% |
$38.8K - $41.6K
|
22.2K
$697K
|
|
|
Oct 10, 2025
Q3 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.21K- 0.09% |
$36K - $38.6K
|
1.42M
$44.6M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.03K- 1.96% |
$30.4K - $32.6K
|
51.3K
$1.61M
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-779- 7.68% |
$23.1K - $24.7K
|
9.36K
$294K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-744- 11.37% |
$22.1K - $23.6K
|
5.8K
$182K
|
|
|
Oct 23, 2025
Q3 2025
|
Austin Asset Management CO Inc
|
SELL
|
- |
-670- 0.9% |
$19.9K - $21.3K
|
74.2K
$2.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-604- 5.86% |
$17.9K - $19.2K
|
9.7K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-477- 41.84% |
$14.1K - $15.2K
|
663
$20.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-438- 6.46% |
$13K - $13.9K
|
6.34K
$199K
|
|
|
Oct 22, 2025
Q3 2025
|
Five Oceans Advisors
|
SELL
|
- |
-353- 3.74% |
$10.5K - $11.2K
|
9.07K
$285K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-283- 33.49% |
$8.39K - $8.99K
|
562
$17.7K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-256- 2.24% |
$7.59K - $8.13K
|
11.2K
$351K
|
|