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 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.78K- 11.88% |
$137K - $153K
|
35.5K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.7K- 8.01% |
$135K - $151K
|
54K
$1.58M
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.43K- 7.29% |
$127K - $142K
|
56.4K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.11K- 2.7% |
$118K - $132K
|
148K
$4.33M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.95K- 1.72% |
$113K - $127K
|
226K
$6.6M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.73K- 1.12% |
$107K - $120K
|
330K
$9.64M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.7K- 0.5% |
$106K - $119K
|
736K
$21.5M
|
|
Oct 23, 2024
Q3 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.62K- 7.14% |
$104K - $116K
|
47.1K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
SELL
|
- |
-3.29K- 0.56% |
$94.3K - $105K
|
579K
$16.9M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.26K- 0.78% |
$93.5K - $104K
|
412K
$12.1M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-3.14K- 7.18% |
$90K - $101K
|
40.6K
$1.19M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.07K- 7.02% |
$88.1K - $98.5K
|
40.7K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-3.06K- 18.63% |
$87.8K - $98.1K
|
13.4K
$391K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-3.06K- 2.48% |
$87.7K - $98K
|
120K
$3.52M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.01K- 1.65% |
$86.2K - $96.3K
|
179K
$5.23M
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3K- 16.26% |
$86.1K - $96.2K
|
15.5K
$452K
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-2.57K- 1.71% |
$73.8K - $82.5K
|
148K
$4.34M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.36K- 16.95% |
$67.7K - $75.7K
|
11.6K
$338K
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-2.18K- 1.22% |
$62.5K - $69.9K
|
176K
$5.16M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.97K- 7.36% |
$56.6K - $63.2K
|
24.8K
$726K
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 9.15% |
$50.6K - $56.5K
|
17.5K
$512K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.67K- 64.77% |
$47.8K - $53.4K
|
906
$26.5K
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 1.23% |
$43K - $48K
|
121K
$3.53M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.48K- 13.62% |
$42.4K - $47.4K
|
9.38K
$274K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 5.69% |
$42.3K - $47.3K
|
24.4K
$715K
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.46K- 3.23% |
$41.9K - $46.9K
|
43.8K
$1.28M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.29K- 5.15% |
$37K - $41.4K
|
23.8K
$695K
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.27K- 0.29% |
$36.4K - $40.7K
|
444K
$13M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.25K- 1.52% |
$35.8K - $40K
|
80.8K
$2.36M
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.15K- 58.13% |
$32.9K - $36.8K
|
826
$24.2K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.15K- 12.35% |
$32.9K - $36.7K
|
8.13K
$238K
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.11K- 7.18% |
$31.9K - $35.7K
|
14.4K
$421K
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.1K- 2.68% |
$31.6K - $35.3K
|
40.1K
$1.17M
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1.06K- 1.97% |
$30.4K - $34K
|
52.8K
$1.55M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-1.02K- 2.93% |
$29.2K - $32.7K
|
33.8K
$989K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.01K- 0.87% |
$29K - $32.4K
|
115K
$3.37M
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-993- 2.51% |
$28.5K - $31.8K
|
38.6K
$1.13M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-990- 9.09% |
$28.4K - $31.7K
|
9.9K
$290K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-988- 14.95% |
$28.3K - $31.7K
|
5.62K
$164K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-932- 0.93% |
$26.7K - $29.9K
|
99.2K
$2.9M
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-928- 25.58% |
$26.6K - $29.8K
|
2.7K
$79K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-855- 1.92% |
$24.5K - $27.4K
|
43.8K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-810- 10.19% |
$23.2K - $26K
|
7.14K
$209K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-755- 6.84% |
$21.7K - $24.2K
|
10.3K
$301K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-750- 18.57% |
$21.5K - $24K
|
3.29K
$96.2K
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-749- 4.28% |
$21.5K - $24K
|
16.8K
$491K
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-710- 1.01% |
$20.4K - $22.8K
|
69.9K
$2.05M
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-634- 0.86% |
$18.2K - $20.3K
|
72.8K
$2.13M
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-610- 0.98% |
$17.5K - $19.6K
|
61.9K
$1.81M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-500- 0.68% |
$14.3K - $16K
|
73.2K
$2.14M
|