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 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
|
|
|
Nov 06, 2025
Q3 2025
|
Prospect Financial Group LLC
Arlington, VA |
SELL
|
- |
-255- 0.41% |
$7.56K - $8.1K
|
62.4K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-249- 1.12% |
$7.38K - $7.91K
|
22.1K
$694K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-204- 0.82% |
$6.05K - $6.48K
|
24.7K
$777K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-165- 34.66% |
$4.89K - $5.24K
|
311
$9.77K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-115- 0.98% |
$3.41K - $3.65K
|
11.6K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-102- 0.03% |
$3.02K - $3.24K
|
335K
$10.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-77- 0.38% |
$2.28K - $2.45K
|
20.2K
$635K
|
|
|
Oct 29, 2025
Q3 2025
|
Awm Capital, LLC
|
SELL
|
- |
-68- 0.48% |
$2.02K - $2.16K
|
14K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20- 0.06% |
$593 - $635
|
34.3K
$1.08M
|
|
|
Nov 17, 2025
Q3 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-13- 0.11% |
$385 - $413
|
11.8K
$371K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-4- 26.67% |
$119 - $127
|
11
$346
|
|
|
Nov 14, 2025
Q3 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3- 0.01% |
$88.9 - $95.3
|
59.6K
$1.87M
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-791K- 93.1% |
$18.4M - $23.6M
|
58.6K
$1.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9.65K- 29.47% |
$224K - $288K
|
23.1K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.4K- 13.16% |
$125K - $161K
|
35.6K
$1.12M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.5K- 6.25% |
$104K - $134K
|
67.5K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.02K- 6.49% |
$69.9K - $90K
|
43.5K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.91K- 21.39% |
$44.3K - $56.9K
|
7.01K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.51K- 17.49% |
$35.1K - $45.1K
|
7.14K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.17K- 1.06% |
$27.2K - $35K
|
110K
$3.44M
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-457- 22.22% |
$10.6K - $13.6K
|
1.6K
$50.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-269- 35.49% |
$6.24K - $8.03K
|
489
$15.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-54- 0.79% |
$1.25K - $1.61K
|
6.74K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-51- 66.23% |
$1.18K - $1.52K
|
26
$817
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 3.1% |
$1.11K - $1.43K
|
1.5K
$47.2K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.8K- 15.98% |
$353K - $397K
|
77.7K
$2.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.17K- 96.13% |
$99.8K - $112K
|
168
$5.28K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-617- 8.45% |
$14.8K - $16.6K
|
6.69K
$210K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-166- 50.0% |
$3.97K - $4.46K
|
166
$5.22K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-162- 0.71% |
$3.88K - $4.36K
|
22.6K
$709K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-132- 7.92% |
$3.16K - $3.55K
|
1.53K
$48.2K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-23.9K- 4.28% |
$581K - $639K
|
535K
$16.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-264- 91.35% |
$6.4K - $7.05K
|
25
$786
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-4- 0.2% |
$97 - $107
|
2.02K
$63.3K
|
|
| Q3 2024 | |||||||
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.76K- 37.7% |
$114K - $128K
|
7.86K
$247K
|
|
| 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
$266K
|
|
| Q4 2023 | |||||||
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-20.9K- 19.37% |
$429K - $506K
|
87K
$2.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-386- 82.66% |
$7.93K - $9.35K
|
81
$2.55K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-7.4K- 17.06% |
$161K - $177K
|
36K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.58K- 14.69% |
$56.2K - $61.5K
|
15K
$470K
|
|
| 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
$304K
|
|
| Q4 2022 | |||||||
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-11.9KClosed |
$218K - $263K
|
0
$0
|
|