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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.44M- 20.05% |
$108M - $119M
|
17.7M
$463M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-196K- 4.88% |
$4.75M - $5.23M
|
3.82M
$99.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-100K- 4.61% |
$2.43M - $2.68M
|
2.08M
$54.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-73.7K- 35.12% |
$1.79M - $1.97M
|
136K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-70.5K- 19.5% |
$1.71M - $1.88M
|
291K
$7.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-49.2K- 68.84% |
$1.19M - $1.31M
|
22.3K
$583K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-37.7K- 7.5% |
$913K - $1.01M
|
464K
$12.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-32.1K- 8.59% |
$779K - $858K
|
342K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.9K- 4.28% |
$581K - $639K
|
535K
$14M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9.31K- 38.09% |
$226K - $249K
|
15.1K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-6.42K- 2.3% |
$156K - $171K
|
273K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.71K- 8.18% |
$138K - $152K
|
64K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-4.84K- 7.83% |
$117K - $129K
|
57K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-4.46K- 5.47% |
$108K - $119K
|
77K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-3.15K- 5.96% |
$76.5K - $84.2K
|
49.8K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.77K- 10.91% |
$67.1K - $73.9K
|
22.6K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.58K- 8.27% |
$62.5K - $68.8K
|
28.6K
$748K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 1.85% |
$45K - $49.6K
|
98.6K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.84K- 15.12% |
$44.7K - $49.2K
|
10.3K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.54K- 2.33% |
$37.3K - $41.1K
|
64.5K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.49K- 10.91% |
$36.1K - $39.8K
|
12.2K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-1.25K- 7.57% |
$30.4K - $33.5K
|
15.3K
$401K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.01K- 5.78% |
$24.5K - $27K
|
16.5K
$431K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-815- 5.85% |
$19.8K - $21.8K
|
13.1K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-419- 5.62% |
$10.2K - $11.2K
|
7.03K
$184K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-377- 1.76% |
$9.14K - $10.1K
|
21K
$550K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-366- 0.69% |
$8.88K - $9.77K
|
52.6K
$1.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-311- 16.71% |
$7.54K - $8.3K
|
1.55K
$40.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-305- 0.54% |
$7.4K - $8.14K
|
55.7K
$1.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 91.35% |
$6.4K - $7.05K
|
25
$654
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-250- 2.7% |
$6.06K - $6.68K
|
9K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-240- 2.67% |
$5.82K - $6.41K
|
8.75K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-160- 0.63% |
$3.88K - $4.27K
|
25.2K
$659K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-148- 1.02% |
$3.59K - $3.95K
|
14.4K
$376K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-133- 1.13% |
$3.23K - $3.55K
|
11.7K
$305K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-56- 0.04% |
$1.36K - $1.5K
|
125K
$3.26M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 0.2% |
$97 - $107
|
2.02K
$52.7K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$206K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-79- 5.01% |
$1.9K - $2.13K
|
1.5K
$39.2K
|
|
| Q2 2024 | |||||||
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-8- 0.07% |
$193 - $207
|
11.9K
$310K
|
|
| 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
$222K
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-361- 1.43% |
$8.35K - $9.06K
|
24.9K
$653K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20.9K- 19.37% |
$429K - $506K
|
87K
$2.28M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.4K- 68.77% |
$49.3K - $58.2K
|
1.09K
$28.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-386- 82.66% |
$7.93K - $9.35K
|
81
$2.12K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-7.4K- 17.06% |
$161K - $177K
|
36K
$942K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.58K- 14.69% |
$56.2K - $61.5K
|
15K
$391K
|
|
| 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
$253K
|
|
| Q4 2022 | |||||||
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-11.9KClosed |
$218K - $263K
|
0
$0
|
|