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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-30.5K- 12.73% |
$882K - $990K
|
209K
$7.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 3.21% |
$862K - $967K
|
900K
$31.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-29.7K- 8.73% |
$857K - $961K
|
310K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 9.92% |
$711K - $798K
|
224K
$7.76M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-21K- 71.09% |
$608K - $682K
|
8.56K
$297K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.2K- 18.12% |
$585K - $656K
|
91.5K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-18.4K- 3.04% |
$531K - $596K
|
587K
$20.4M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-18.2K- 2.72% |
$527K - $591K
|
652K
$22.6M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-17K- 9.1% |
$492K - $552K
|
170K
$5.9M
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-16K- 37.41% |
$462K - $519K
|
26.8K
$929K
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-15.7K- 3.72% |
$453K - $508K
|
406K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-15.4K- 6.18% |
$445K - $499K
|
234K
$8.12M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.5K- 16.88% |
$419K - $470K
|
71.4K
$2.48M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.4K- 75.07% |
$415K - $466K
|
4.77K
$166K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-13.9K- 12.82% |
$402K - $452K
|
94.8K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-12.4K- 25.76% |
$358K - $401K
|
35.7K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11K- 2.68% |
$318K - $357K
|
401K
$13.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 5.81% |
$298K - $335K
|
168K
$5.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.78K- 3.06% |
$282K - $317K
|
310K
$10.7M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-9.43K- 1.64% |
$272K - $306K
|
567K
$19.7M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-9.33K- 6.1% |
$269K - $302K
|
144K
$4.99M
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.69K- 30.11% |
$222K - $249K
|
17.9K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-7.58K- 2.74% |
$219K - $245K
|
269K
$9.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
SELL
|
- |
-7.3K- 0.34% |
$211K - $236K
|
2.14M
$74.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-7.05K- 12.28% |
$204K - $228K
|
50.3K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.49K- 1.81% |
$187K - $210K
|
352K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
SELL
|
- |
-6.2K- 5.1% |
$179K - $201K
|
115K
$4M
|
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-6.05K- 29.52% |
$175K - $196K
|
14.4K
$501K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
SELL
|
- |
-5.5K- 4.3% |
$159K - $178K
|
122K
$4.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-5.04K- 3.97% |
$146K - $163K
|
122K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.04K- 13.09% |
$146K - $163K
|
33.5K
$1.16M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-5K- 27.87% |
$144K - $162K
|
12.9K
$449K
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.91K- 12.21% |
$142K - $159K
|
35.3K
$1.22M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-4.9K- 24.17% |
$142K - $159K
|
15.4K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.77K- 0.39% |
$138K - $155K
|
1.22M
$42.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.68K- 0.29% |
$135K - $152K
|
1.63M
$56.7M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.68K- 2.94% |
$135K - $151K
|
155K
$5.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.55K- 0.18% |
$131K - $147K
|
2.52M
$87.6M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-4.53K- 3.27% |
$131K - $147K
|
134K
$4.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.51K- 5.0% |
$130K - $146K
|
85.7K
$2.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.79K- 0.29% |
$109K - $123K
|
1.32M
$45.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.73K- 34.21% |
$108K - $121K
|
7.18K
$249K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.6K- 15.84% |
$104K - $117K
|
19.2K
$665K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Advisors Northwest LLC
Portland, OR |
SELL
|
- |
-3.6K- 6.33% |
$104K - $117K
|
53.2K
$1.85M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.58K- 10.52% |
$103K - $116K
|
30.5K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-3.56K- 15.94% |
$103K - $115K
|
18.8K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.49K- 7.14% |
$101K - $113K
|
45.4K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.28K- 1.54% |
$94.8K - $106K
|
210K
$7.3M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-3.2K- 86.49% |
$92.4K - $104K
|
500
$17.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-3.07K- 26.92% |
$88.7K - $99.5K
|
8.34K
$289K
|