Latest Institutional Sells of Dimensional ETF Tr (DFAI)

DFAI Quotes by TradingView

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
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-154K
- 33.4%
$4.08M - $4.33M
308K $9M
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

SELL
 -
-91.3K
- 58.78%
$2.42M - $2.56M
64K $1.87M
Aug 14, 2023 Q2 2023
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-18.9K
- 9.92%
$501K - $531K
172K $5.03M
Jul 17, 2023 Q2 2023
Cmh Wealth Management LLC

SELL
 -
-11K
- 58.21%
$291K - $309K
7.9K $231K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
SELL
 -
-1.03K
- 8.71%
$27.3K - $28.9K
10.8K $316K
Jul 26, 2023 Q2 2023
Francis Financial, Inc.

New York, NY
SELL
 -
-520
- 2.23%
$13.8K - $14.6K
22.8K $667K
Aug 14, 2023 Q2 2023
Van Den Berg Management I, Inc

Austin, TX
SELL
 -
-232
- 9.42%
$6.14K - $6.51K
2.23K $65.2K
Jul 07, 2023 Q2 2023
West Financial Advisors, LLC

SELL
 -
-34
- 79.07%
$900 - $954
9 $263
Jul 13, 2023 Q2 2023
Sjs Investment Consulting Inc.

Sylvania, OH
SELL
 -
-1
- 0.19%
$26.5 - $28.1
528 $15.4K
Q1 2023
Apr 18, 2023 Q1 2023
Alpha Financial Advisors, LLC

Charlotte, NC
SELL
 -
-59.9K
- 84.59%
$1.51M - $1.64M
10.9K $319K
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
SELL
 -
-1.84K
- 2.76%
$46.4K - $50.5K
64.7K $1.89M
May 05, 2023 Q1 2023
Cobblestone Capital Advisors LLC

Rochester, NY
SELL
 -
-1.57K
- 16.96%
$39.5K - $43K
7.67K $224K
May 08, 2023 Q1 2023
Sageworth Trust CO

SELL
 -
-137
- 9.51%
$3.45K - $3.76K
1.3K $38.2K
Q4 2022
Feb 14, 2023 Q4 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-47.8K
- 84.76%
$1.03M - $1.23M
8.59K $251K
May 28, 2024 Q4 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-21.9K
Closed
$470K - $565K
0 $0
Nov 06, 2024 Q4 2022
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-14.1K
Closed
$302K - $363K
0 $0
Feb 03, 2023 Q4 2022
Gradient Capital Advisors, LLC

SELL
 -
-11K
- 40.69%
$237K - $285K
16.1K $471K
Feb 10, 2023 Q4 2022
Jackson Hole Capital Partners, LLC

SELL
 -
-6.9K
- 49.99%
$148K - $178K
6.91K $202K
Feb 13, 2023 Q4 2022
Resolute Financial, LLC

SELL
 -
-1.59K
- 8.24%
$34.2K - $41.2K
17.7K $519K
Q3 2022
Oct 26, 2022 Q3 2022
Waypoint Wealth Partners Inc.

SELL
 -
-32.8K
- 53.78%
$703K - $845K
28.2K $824K
Oct 12, 2022 Q3 2022
Acropolis Investment Management, LLC

SELL
 -
-5.05K
- 23.36%
$108K - $130K
16.6K $485K
Oct 25, 2022 Q3 2022
Applied Capital LLC

SELL
 -
-3.94K
- 18.01%
$84.5K - $102K
17.9K $525K
Nov 07, 2022 Q3 2022
Castle Wealth Management LLC

SELL
 -
-250
- 4.53%
$5.36K - $6.45K
5.27K $154K
Oct 21, 2022 Q3 2022
Schubert & CO

SELL
 -
-33
- 3.24%
$708 - $851
987 $28.9K
Q2 2022
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-1.23M
Closed
$29.4M - $35.1M
0 $0
Jul 20, 2022 Q2 2022
Geometric Wealth Advisors

SELL
 -
-331K
Closed
$7.9M - $9.43M
0 $0
Aug 05, 2022 Q2 2022
Better Money Decisions, LLC

SELL
 -
-47.5K
Closed
$1.13M - $1.35M
0 $0
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-26.1K
Closed
$622K - $742K
0 $0
Aug 11, 2022 Q2 2022
Watchman Group, Inc.

Plano, TX
SELL
 -
-22.6K
Closed
$539K - $643K
0 $0
Jul 25, 2022 Q2 2022
Crown Wealth Group, LLC

SELL
 -
-16.3K
Closed
$388K - $463K
0 $0
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
SELL
 -
-12.2K
Closed
$290K - $346K
0 $0
Aug 10, 2022 Q2 2022
Nwam LLC

Mercer Island, WA
SELL
 -
-10.7K
Closed
$256K - $306K
0 $0
Jul 11, 2022 Q2 2022
Mjp Associates Inc

SELL
 -
-9.31K
Closed
$222K - $265K
0 $0
Q1 2022
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-196K
Closed
$5.08M - $5.89M
0 $0
Dec 05, 2023 Q1 2022
Morton Capital Management Llc/Ca

Calabasas, CA
SELL
 -
-35.7K
Closed
$926K - $1.07M
0 $0
May 10, 2022 Q1 2022
Sloy Dahl & Holst, LLC

SELL
 -
-8.44K
Closed
$219K - $254K
0 $0
Apr 25, 2022 Q1 2022
Lutz Financial Services LLC

SELL
 -
-8.21K
Closed
$213K - $247K
0 $0
Apr 21, 2022 Q1 2022
Destiny Wealth Partners, LLC

SELL
 -
-6.75K
Closed
$175K - $203K
0 $0
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-2.36K
Closed
$61.3K - $71K
0 $0
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-1.82K
- 38.75%
$47.3K - $54.8K
2.88K $84.3K
May 10, 2022 Q1 2022
Advanced Research Investment Solutions, LLC

SELL
 -
-1.45K
Closed
$37.6K - $43.6K
0 $0
May 13, 2022 Q1 2022
Penserra Capital Management LLC

Orinda, CA
SELL
 -
-1.24K
Closed
$32.1K - $37.2K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-85
Closed
$2.2K - $2.56K
0 $0
May 06, 2022 Q1 2022
Bivin & Associates, Inc.

Ponca City, OK
SELL
 -
-9
Closed
$233 - $271
0 $0
Q4 2021
Feb 09, 2022 Q4 2021
Dimensional Fund Advisors LP

Austin, TX
SELL
 -
-400K
Closed
$11.3M - $12.2M
0 $0
Feb 01, 2022 Q4 2021
Merriman Wealth Management, LLC

SELL
 -
-30K
- 75.0%
$848K - $912K
10K $293K
Jan 24, 2022 Q4 2021
Falcon Wealth Planning

SELL
 -
-24K
Closed
$679K - $730K
0 $0
Feb 11, 2022 Q4 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-2.31K
Closed
$65.2K - $70.1K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-955
Closed
$27K - $29K
0 $0

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