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
|
Private Trust CO Na
|
SELL
|
- |
-432- 1.26% |
$12.4K - $13.8K
|
34K
$995K
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-383- 0.64% |
$11K - $12.3K
|
59K
$1.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-379- 0.41% |
$10.9K - $12.2K
|
91.1K
$2.67M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-329- 0.57% |
$9.44K - $10.5K
|
57.8K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-312- 1.86% |
$8.95K - $10K
|
16.5K
$483K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 30.02% |
$8.15K - $9.11K
|
662
$19.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-237- 2.21% |
$6.8K - $7.6K
|
10.5K
$307K
|
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-170- 0.73% |
$4.88K - $5.45K
|
23.2K
$679K
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-156- 0.23% |
$4.48K - $5K
|
67.9K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-146- 1.08% |
$4.19K - $4.68K
|
13.3K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-144- 1.27% |
$4.13K - $4.62K
|
11.2K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 1.44% |
$3.24K - $3.62K
|
7.74K
$227K
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-93- 0.25% |
$2.67K - $2.98K
|
36.5K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-87- 1.21% |
$2.5K - $2.79K
|
7.12K
$208K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-73- 0.46% |
$2.09K - $2.34K
|
15.9K
$466K
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-62- 0.46% |
$1.78K - $1.99K
|
13.4K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-36- 0.08% |
$1.03K - $1.15K
|
46.9K
$1.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-23- 0.21% |
$660 - $737
|
11.2K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-19- 0.28% |
$545 - $609
|
6.89K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-17- 0.5% |
$488 - $545
|
3.36K
$98.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-11- 0.47% |
$316 - $353
|
2.31K
$67.6K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$313K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-35.5K- 58.48% |
$1.03M - $1.1M
|
25.2K
$737K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-19.7K- 4.71% |
$570K - $609K
|
399K
$11.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-6.11K- 3.53% |
$177K - $189K
|
167K
$4.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.87K- 1.01% |
$112K - $120K
|
379K
$11.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.46K- 12.99% |
$100K - $107K
|
23.2K
$678K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.31K- 15.5% |
$66.8K - $71.3K
|
12.6K
$368K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.56K- 35.8% |
$45.1K - $48.2K
|
2.8K
$81.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.36K- 15.78% |
$39.4K - $42.1K
|
7.28K
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-617- 10.48% |
$17.8K - $19.1K
|
5.27K
$154K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$292K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$292K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-69- 21.17% |
$2K - $2.13K
|
257
$7.52K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-83.5K- 23.11% |
$2.32M - $2.53M
|
278K
$8.13M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.47K- 32.92% |
$263K - $287K
|
19.3K
$565K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.92K- 32.1% |
$137K - $149K
|
10.4K
$305K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-831- 4.93% |
$23.1K - $25.2K
|
16K
$469K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-787- 4.66% |
$21.8K - $23.8K
|
16.1K
$471K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-68.8K- 15.52% |
$1.71M - $1.97M
|
374K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-24.5K- 98.63% |
$610K - $704K
|
340
$9.95K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.1K- 59.64% |
$575K - $663K
|
15.6K
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 6.06% |
$249K - $287K
|
155K
$4.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-569- 2.8% |
$14.2K - $16.3K
|
19.7K
$578K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-453- 15.78% |
$11.3K - $13K
|
2.42K
$70.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.67% |
$99.5 - $115
|
597
$17.5K
|
|
| Q3 2023 | |||||||
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-39.9KClosed |
$1.04M - $1.12M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-34.3K- 50.0% |
$891K - $966K
|
34.3K
$1M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.34K- 1.47% |
$86.9K - $94.2K
|
224K
$6.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 2.46% |
$42.6K - $46.1K
|
64.8K
$1.9M
|
|