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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-1.49K- 0.26% |
$43.1K - $46.1K
|
582K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.42K- 5.74% |
$41.2K - $44K
|
23.4K
$708K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-1.4K- 13.51% |
$40.5K - $43.2K
|
8.96K
$271K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.38K- 16.67% |
$40K - $42.7K
|
6.91K
$209K
|
|
|
Jul 10, 2024
Q2 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.36K- 15.78% |
$39.4K - $42.1K
|
7.28K
$220K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 3.25% |
$37.3K - $39.9K
|
38.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-1.1K- 1.84% |
$31.8K - $34K
|
58.7K
$1.78M
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 0.9% |
$31.1K - $33.2K
|
118K
$3.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-925- 1.93% |
$26.8K - $28.6K
|
47K
$1.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-914- 2.69% |
$26.4K - $28.3K
|
33.1K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-875- 17.78% |
$25.3K - $27K
|
4.05K
$122K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-617- 10.48% |
$17.8K - $19.1K
|
5.27K
$159K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$302K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-591- 5.58% |
$17.1K - $18.3K
|
9.99K
$302K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-476- 2.04% |
$13.8K - $14.7K
|
22.9K
$692K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-329- 2.81% |
$9.52K - $10.2K
|
11.4K
$344K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-316- 2.66% |
$9.14K - $9.77K
|
11.6K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-302- 3.7% |
$8.74K - $9.33K
|
7.86K
$238K
|
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-133- 0.33% |
$3.85K - $4.11K
|
39.6K
$1.2M
|
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-106- 0.76% |
$3.07K - $3.28K
|
13.8K
$417K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-87- 0.12% |
$2.52K - $2.69K
|
70.6K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-69- 21.17% |
$2K - $2.13K
|
257
$7.78K
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-64- 0.17% |
$1.85K - $1.98K
|
36.6K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-48- 0.25% |
$1.39K - $1.48K
|
19K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-23- 0.05% |
$665 - $711
|
44.5K
$1.35M
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-83.5K- 23.11% |
$2.32M - $2.53M
|
278K
$8.41M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-9.47K- 32.92% |
$263K - $287K
|
19.3K
$584K
|
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-6.24K- 19.99% |
$173K - $189K
|
25K
$756K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.92K- 32.1% |
$137K - $149K
|
10.4K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-4.4K- 82.3% |
$122K - $133K
|
946
$28.6K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.67K- 3.77% |
$74K - $80.8K
|
68.1K
$2.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-831- 4.93% |
$23.1K - $25.2K
|
16K
$485K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-787- 4.66% |
$21.8K - $23.8K
|
16.1K
$487K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-68.8K- 15.52% |
$1.71M - $1.97M
|
374K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-24.5K- 98.63% |
$610K - $704K
|
340
$10.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.1K- 59.64% |
$575K - $663K
|
15.6K
$473K
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 6.06% |
$249K - $287K
|
155K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-569- 2.8% |
$14.2K - $16.3K
|
19.7K
$597K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-453- 15.78% |
$11.3K - $13K
|
2.42K
$73.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-4- 0.67% |
$99.5 - $115
|
597
$18.1K
|
|
| 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
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.34K- 1.47% |
$86.9K - $94.2K
|
224K
$6.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.64K- 2.46% |
$42.6K - $46.1K
|
64.8K
$1.96M
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-154K- 33.4% |
$4.08M - $4.33M
|
308K
$9.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-91.3K- 58.78% |
$2.42M - $2.56M
|
64K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.9K- 9.92% |
$501K - $531K
|
172K
$5.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-11K- 58.21% |
$291K - $309K
|
7.9K
$239K
|
|
|
Jul 18, 2023
Q2 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-1.03K- 8.71% |
$27.3K - $28.9K
|
10.8K
$327K
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-520- 2.23% |
$13.8K - $14.6K
|
22.8K
$690K
|
|