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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-442K- 90.73% |
$12.7M - $14.2M
|
45.1K
$1.33M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-384K- 26.58% |
$11M - $12.3M
|
1.06M
$31.2M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-281K- 49.57% |
$8.05M - $9M
|
286K
$8.39M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258K- 10.46% |
$7.41M - $8.28M
|
2.21M
$65M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-187K- 59.06% |
$5.38M - $6.01M
|
130K
$3.82M
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-141K- 9.04% |
$4.05M - $4.53M
|
1.42M
$41.8M
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-124K- 32.49% |
$3.55M - $3.96M
|
257K
$7.55M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-102K- 64.37% |
$2.94M - $3.29M
|
56.7K
$1.67M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-88.3K- 10.51% |
$2.53M - $2.83M
|
752K
$22.1M
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-86.3K- 73.25% |
$2.47M - $2.77M
|
31.5K
$926K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-83.4K- 5.68% |
$2.39M - $2.67M
|
1.38M
$40.6M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.4K- 91.86% |
$2.19M - $2.45M
|
6.77K
$199K
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-70.5K- 31.1% |
$2.02M - $2.26M
|
156K
$4.59M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-58.6K- 7.72% |
$1.68M - $1.88M
|
700K
$20.6M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-56.5K- 73.63% |
$1.62M - $1.81M
|
20.2K
$595K
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-56.2K- 5.97% |
$1.61M - $1.8M
|
885K
$26M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55.3K- 3.55% |
$1.59M - $1.77M
|
1.5M
$44.2M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-49K- 4.73% |
$1.41M - $1.57M
|
986K
$29M
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-30.1K- 0.55% |
$863K - $965K
|
5.44M
$160M
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-27.1K- 5.22% |
$777K - $869K
|
492K
$14.5M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-26.5K- 13.78% |
$761K - $850K
|
166K
$4.88M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25.4K- 22.94% |
$727K - $813K
|
85.2K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-25.3K- 6.24% |
$725K - $810K
|
380K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-24.9K- 55.95% |
$714K - $798K
|
19.6K
$576K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-17.9K- 2.84% |
$514K - $575K
|
614K
$18M
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-16.6K- 7.15% |
$477K - $533K
|
216K
$6.35M
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-16.2K- 7.34% |
$465K - $519K
|
205K
$6.01M
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-14.9K- 3.98% |
$427K - $477K
|
359K
$10.5M
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-14.4K- 54.49% |
$413K - $461K
|
12K
$353K
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-14.3K- 2.17% |
$411K - $459K
|
646K
$19M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-14.1K- 23.64% |
$405K - $452K
|
45.6K
$1.34M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13.1K- 3.82% |
$375K - $419K
|
329K
$9.67M
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-13K- 1.5% |
$374K - $418K
|
859K
$25.2M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-10.3K- 1.74% |
$297K - $331K
|
584K
$17.2M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-9.59K- 22.94% |
$275K - $307K
|
32.2K
$947K
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-7.96K- 4.88% |
$228K - $255K
|
155K
$4.56M
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-7.41K- 9.7% |
$213K - $237K
|
68.9K
$2.03M
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-6.48K- 3.67% |
$186K - $208K
|
170K
$5M
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.41M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-6.18K- 2.14% |
$177K - $198K
|
282K
$8.3M
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6.03K- 4.15% |
$173K - $193K
|
139K
$4.1M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.77K- 10.36% |
$165K - $185K
|
49.9K
$1.47M
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-5.67K- 4.1% |
$163K - $182K
|
133K
$3.9M
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.58K- 8.29% |
$160K - $179K
|
61.7K
$1.81M
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.21K- 11.87% |
$149K - $167K
|
38.7K
$1.14M
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-5.09K- 4.3% |
$146K - $163K
|
113K
$3.33M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.07K- 13.2% |
$145K - $162K
|
33.3K
$979K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-4.99K- 26.63% |
$143K - $160K
|
13.7K
$404K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-4.85K- 16.07% |
$139K - $156K
|
25.4K
$745K
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-4.82K- 8.01% |
$138K - $155K
|
55.4K
$1.63M
|