Latest Institutional Sells of Dimensional ETF Tr (DFAI)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.53M- 97.63% |
$44.2M - $47.3M
|
37.1K
$1.15M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-391K- 97.76% |
$11.3M - $12.1M
|
8.98K
$278K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-346K- 49.96% |
$10M - $10.7M
|
347K
$10.7M
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$331K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-155K- 45.49% |
$4.49M - $4.79M
|
186K
$5.76M
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-97.1K- 9.2% |
$2.81M - $3M
|
959K
$29.7M
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-79.7K- 20.94% |
$2.31M - $2.46M
|
301K
$9.32M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-60.6K- 30.94% |
$1.75M - $1.87M
|
135K
$4.19M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-54.3K- 15.83% |
$1.57M - $1.68M
|
289K
$8.94M
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-48.3K- 5.98% |
$1.4M - $1.49M
|
759K
$23.5M
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-43.7K- 41.18% |
$1.27M - $1.35M
|
62.5K
$1.94M
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-35.5K- 58.48% |
$1.03M - $1.1M
|
25.2K
$780K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-33.7K- 28.84% |
$976K - $1.04M
|
83.2K
$2.58M
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-29K- 16.65% |
$840K - $898K
|
145K
$4.51M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27K- 13.12% |
$780K - $834K
|
179K
$5.54M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-24.4K- 5.68% |
$706K - $755K
|
405K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-20.3K- 44.8% |
$588K - $628K
|
25K
$776K
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-19.7K- 4.71% |
$570K - $609K
|
399K
$12.4M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-19.5K- 19.69% |
$563K - $602K
|
79.4K
$2.46M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.4K- 3.6% |
$360K - $384K
|
333K
$10.3M
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-11.5K- 27.57% |
$333K - $355K
|
30.2K
$936K
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-10.8K- 4.45% |
$314K - $335K
|
233K
$7.21M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10.2K- 81.64% |
$295K - $315K
|
2.3K
$71.1K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10K- 43.54% |
$290K - $310K
|
13K
$402K
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-9.8K- 4.25% |
$284K - $303K
|
221K
$6.84M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.98K- 7.88% |
$260K - $278K
|
105K
$3.25M
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-8.95K- 25.68% |
$259K - $277K
|
25.9K
$803K
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.35K- 37.55% |
$242K - $258K
|
13.9K
$430K
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-8.2K- 9.08% |
$237K - $253K
|
82.1K
$2.54M
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-7.2K- 3.6% |
$208K - $222K
|
192K
$5.96M
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-6.83K- 13.51% |
$198K - $211K
|
43.7K
$1.35M
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-6.11K- 3.53% |
$177K - $189K
|
167K
$5.17M
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-5.83K- 4.78% |
$169K - $180K
|
116K
$3.6M
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.78K- 6.59% |
$167K - $179K
|
81.9K
$2.54M
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-5.75K- 14.17% |
$166K - $178K
|
34.8K
$1.08M
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.73K- 8.13% |
$166K - $177K
|
64.7K
$2.01M
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.6K- 4.39% |
$162K - $173K
|
122K
$3.78M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.36K- 8.79% |
$155K - $166K
|
55.7K
$1.72M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.03K- 0.52% |
$145K - $155K
|
964K
$29.9M
|
|
Aug 01, 2024
Q2 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-4.8K- 8.63% |
$139K - $148K
|
50.8K
$1.57M
|
|
Aug 12, 2024
Q2 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-4.77K- 0.84% |
$138K - $147K
|
564K
$17.5M
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.87K- 1.01% |
$112K - $120K
|
379K
$11.8M
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.87K- 1.01% |
$112K - $120K
|
379K
$11.7M
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-3.73K- 8.3% |
$108K - $115K
|
41.2K
$1.28M
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-3.56K- 1.17% |
$103K - $110K
|
300K
$9.29M
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.52K- 2.26% |
$102K - $109K
|
152K
$4.72M
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.46K- 12.99% |
$100K - $107K
|
23.2K
$718K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.39K- 7.51% |
$98.2K - $105K
|
41.8K
$1.3M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.36K- 1.82% |
$97.3K - $104K
|
182K
$5.63M
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.16K- 3.06% |
$91.5K - $97.7K
|
100K
$3.1M
|