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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-103K- 18.17% |
$2.89M - $3.57M
|
464K
$16.1M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-94.6K- 97.88% |
$2.65M - $3.28M
|
2.05K
$71.1K
|
|
Jul 14, 2025
Q2 2025
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
SELL
|
- |
-67.6K- 21.18% |
$1.89M - $2.35M
|
252K
$8.73M
|
|
Jul 14, 2025
Q2 2025
|
Chico Wealth Ria
|
SELL
|
- |
-21.1K- 2.28% |
$591K - $732K
|
903K
$31.3M
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-20.8K- 7.49% |
$583K - $722K
|
257K
$8.92M
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-7.36K- 29.84% |
$206K - $255K
|
17.3K
$600K
|
|
Jul 11, 2025
Q2 2025
|
Scratch Capital LLC
Boise, ID |
SELL
|
- |
-7.23K- 19.12% |
$203K - $251K
|
30.6K
$1.06M
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.6K- 37.49% |
$185K - $229K
|
11K
$382K
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-4.13K- 4.35% |
$116K - $143K
|
90.9K
$3.15M
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4K- 1.77% |
$112K - $139K
|
222K
$7.69M
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-2.99K- 1.11% |
$83.8K - $104K
|
266K
$9.23M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.95K- 0.39% |
$82.5K - $102K
|
745K
$25.9M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.74K- 2.55% |
$76.8K - $95.1K
|
105K
$3.63M
|
|
Jul 10, 2025
Q2 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.16K- 4.3% |
$60.6K - $75K
|
48.1K
$1.67M
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.64K- 1.11% |
$46K - $57K
|
147K
$5.1M
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.46K- 5.31% |
$40.9K - $50.6K
|
26K
$902K
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.34K- 0.99% |
$37.4K - $46.4K
|
133K
$4.63M
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-975- 2.37% |
$27.3K - $33.8K
|
40.1K
$1.39M
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-709- 3.31% |
$19.9K - $24.6K
|
20.7K
$718K
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-561- 4.88% |
$15.7K - $19.5K
|
10.9K
$379K
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-458- 0.28% |
$12.8K - $15.9K
|
166K
$5.75M
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-318- 0.38% |
$8.91K - $11K
|
82.3K
$2.86M
|
|
Jul 09, 2025
Q2 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-216- 1.62% |
$6.05K - $7.5K
|
13.1K
$456K
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
SELL
|
- |
-182- 0.87% |
$5.1K - $6.32K
|
20.8K
$723K
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-177- 1.17% |
$4.96K - $6.14K
|
15K
$520K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9- 0.32% |
$252 - $312
|
2.84K
$98.5K
|
|
Q1 2025 | |||||||
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-31.8M- 98.37% |
$917M - $1.03B
|
526K
$18.3M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07M- 57.76% |
$30.9M - $34.6M
|
782K
$27.1M
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-534K- 60.77% |
$15.4M - $17.3M
|
345K
$12M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-388K- 9.26% |
$11.2M - $12.6M
|
3.81M
$132M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-379K- 62.38% |
$10.9M - $12.3M
|
229K
$7.93M
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-343K- 88.48% |
$9.92M - $11.1M
|
44.7K
$1.55M
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-339K- 18.23% |
$9.78M - $11M
|
1.52M
$52.7M
|
|
May 06, 2025
Q1 2025
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-280K- 77.86% |
$8.1M - $9.08M
|
79.7K
$2.77M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-271K- 91.15% |
$7.84M - $8.8M
|
26.4K
$915K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-255K- 99.91% |
$7.36M - $8.25M
|
226
$7.84K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-207K- 89.02% |
$5.99M - $6.72M
|
25.6K
$888K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-199K- 16.99% |
$5.76M - $6.46M
|
974K
$33.8M
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-198K- 14.75% |
$5.73M - $6.42M
|
1.15M
$39.8M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-191K- 29.22% |
$5.53M - $6.2M
|
464K
$16.1M
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-122K- 25.29% |
$3.51M - $3.94M
|
359K
$12.5M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-120K- 9.22% |
$3.46M - $3.88M
|
1.18M
$40.9M
|
|
Apr 22, 2025
Q1 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-104K- 24.31% |
$3.02M - $3.38M
|
325K
$11.3M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-79.7K- 59.67% |
$2.3M - $2.58M
|
53.9K
$1.87M
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-76.6K- 2.57% |
$2.21M - $2.48M
|
2.91M
$101M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-46.7K- 7.68% |
$1.35M - $1.51M
|
562K
$19.5M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.3K- 5.98% |
$1.25M - $1.4M
|
681K
$23.6M
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-43.2K- 28.11% |
$1.25M - $1.4M
|
111K
$3.84M
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-40.1K- 10.07% |
$1.16M - $1.3M
|
358K
$12.4M
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-36.7K- 4.85% |
$1.06M - $1.19M
|
719K
$25M
|