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 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.03K- 2.14% |
$87.7K - $93.7K
|
138K
$4.3M
|
|
Aug 12, 2024
Q2 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-2.98K- 10.15% |
$86.3K - $92.2K
|
26.4K
$821K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.94K- 6.3% |
$85K - $90.8K
|
43.7K
$1.36M
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.7K- 16.71% |
$78.1K - $83.5K
|
13.5K
$419K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.69K- 4.31% |
$77.8K - $83.1K
|
59.7K
$1.86M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.63K- 0.77% |
$76K - $81.2K
|
338K
$10.5M
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 15.49% |
$75.6K - $80.8K
|
14.3K
$444K
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-2.59K- 19.43% |
$74.8K - $79.9K
|
10.7K
$334K
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.52K- 2.0% |
$72.8K - $77.8K
|
123K
$3.84M
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.46K- 1.07% |
$71.3K - $76.2K
|
227K
$7.06M
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.31K- 15.5% |
$66.8K - $71.3K
|
12.6K
$391K
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.2K- 23.42% |
$63.7K - $68.1K
|
7.2K
$224K
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.2K- 16.8% |
$63.6K - $68K
|
10.9K
$339K
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.96K- 4.86% |
$56.7K - $60.6K
|
38.4K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.88K- 3.03% |
$54.4K - $58.1K
|
60.2K
$1.87M
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-1.8K- 1.18% |
$52K - $55.5K
|
151K
$4.69M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.66K- 2.66% |
$48K - $51.3K
|
60.8K
$1.89M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.58K- 26.78% |
$45.7K - $48.8K
|
4.31K
$134K
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.49K- 0.26% |
$43.1K - $46.1K
|
582K
$18.1M
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.42K- 5.74% |
$41.2K - $44K
|
23.4K
$727K
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.4K- 13.51% |
$40.5K - $43.2K
|
8.96K
$279K
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.38K- 16.67% |
$40K - $42.7K
|
6.91K
$215K
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.36K- 15.78% |
$39.4K - $42.1K
|
7.28K
$226K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 3.25% |
$37.3K - $39.9K
|
38.4K
$1.19M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.1K- 1.84% |
$31.8K - $34K
|
58.7K
$1.83M
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 0.9% |
$31.1K - $33.2K
|
118K
$3.68M
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.04K- 6.97% |
$30.2K - $32.3K
|
13.9K
$433K
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-990- 2.14% |
$28.6K - $30.6K
|
45.3K
$1.41M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-925- 1.93% |
$26.8K - $28.6K
|
47K
$1.46M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-914- 2.69% |
$26.4K - $28.3K
|
33.1K
$1.03M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-875- 17.78% |
$25.3K - $27K
|
4.05K
$126K
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-800- 0.96% |
$23.1K - $24.7K
|
82.6K
$2.57M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-768- 67.07% |
$22.2K - $23.7K
|
377
$11.7K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-617- 10.48% |
$17.8K - $19.1K
|
5.27K
$164K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$311K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$311K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-543- 17.43% |
$15.7K - $16.8K
|
2.57K
$80K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-476- 2.04% |
$13.8K - $14.7K
|
22.9K
$712K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-418- 0.14% |
$12.1K - $12.9K
|
294K
$9.14M
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-408- 0.85% |
$11.8K - $12.6K
|
47.8K
$1.49M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-329- 2.81% |
$9.52K - $10.2K
|
11.4K
$354K
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-319- 2.02% |
$9.23K - $9.86K
|
15.5K
$482K
|
|
Jul 30, 2024
Q2 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-318- 1.95% |
$9.2K - $9.83K
|
16K
$498K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 2.66% |
$9.14K - $9.77K
|
11.6K
$360K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-302- 3.7% |
$8.74K - $9.33K
|
7.86K
$244K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-215- 0.26% |
$6.22K - $6.65K
|
82.1K
$2.55M
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-162- 0.28% |
$4.69K - $5.01K
|
58.1K
$1.81M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-133- 0.33% |
$3.85K - $4.11K
|
39.6K
$1.23M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-129- 0.95% |
$3.73K - $3.99K
|
13.4K
$418K
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-128- 1.7% |
$3.7K - $3.96K
|
7.38K
$230K
|