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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-368- 30.34% |
$10.6K - $11.9K
|
845
$29.3K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-273- 1.12% |
$7.88K - $8.85K
|
24K
$833K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-242- 1.66% |
$6.99K - $7.84K
|
14.3K
$496K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-237- 0.49% |
$6.84K - $7.68K
|
48K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-228- 0.66% |
$6.58K - $7.39K
|
34.2K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-225- 0.43% |
$6.5K - $7.29K
|
51.7K
$1.8M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-194- 0.17% |
$5.6K - $6.29K
|
116K
$4.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-178- 0.39% |
$5.14K - $5.77K
|
45.3K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-177- 0.84% |
$5.11K - $5.73K
|
20.9K
$726K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-175- 1.51% |
$5.05K - $5.67K
|
11.4K
$396K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-152- 1.14% |
$4.39K - $4.92K
|
13.2K
$457K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-134- 0.18% |
$3.87K - $4.34K
|
76.3K
$2.65M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.28% |
$3.61K - $4.05K
|
45.1K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-98- 12.33% |
$2.83K - $3.18K
|
697
$24.2K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-83- 0.09% |
$2.4K - $2.69K
|
89.9K
$3.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-57- 0.32% |
$1.65K - $1.85K
|
17.6K
$612K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.03% |
$1.13K - $1.26K
|
112K
$3.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-38- 1.64% |
$1.1K - $1.23K
|
2.29K
$79.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-30- 18.99% |
$866 - $972
|
128
$4.44K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-12- 0.03% |
$347 - $389
|
38.9K
$1.35M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-580K- 65.62% |
$16.8M - $18.3M
|
304K
$10.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-101K- 88.08% |
$2.94M - $3.21M
|
13.7K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.77K- 21.44% |
$283K - $309K
|
35.8K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-9.51K- 27.74% |
$276K - $301K
|
24.8K
$860K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.8K- 11.9% |
$226K - $247K
|
57.8K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.77K- 19.81% |
$167K - $182K
|
23.3K
$810K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-1.36K- 10.78% |
$39.3K - $42.8K
|
11.2K
$389K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-648- 4.04% |
$18.8K - $20.5K
|
15.4K
$534K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-500- 2.16% |
$14.5K - $15.8K
|
22.7K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-209- 1.3% |
$6.06K - $6.6K
|
15.9K
$551K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-74- 22.91% |
$2.15K - $2.34K
|
249
$8.64K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-68- 0.07% |
$1.97K - $2.15K
|
104K
$3.61M
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-76.4K- 91.86% |
$2.19M - $2.45M
|
6.77K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-6.31K- 11.63% |
$181K - $202K
|
47.9K
$1.66M
|
|
|
Jul 07, 2025
Q3 2024
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-5.84K- 20.08% |
$167K - $187K
|
23.2K
$806K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.77K- 10.36% |
$165K - $185K
|
49.9K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-3K- 16.26% |
$86.1K - $96.2K
|
15.5K
$536K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.67K- 64.77% |
$47.8K - $53.4K
|
906
$31.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.15K- 12.35% |
$32.9K - $36.7K
|
8.13K
$282K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-1.1K- 2.68% |
$31.6K - $35.3K
|
40.1K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-928- 25.58% |
$26.6K - $29.8K
|
2.7K
$93.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-810- 10.19% |
$23.2K - $26K
|
7.14K
$248K
|
|
|
Oct 01, 2024
Q3 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-634- 0.86% |
$18.2K - $20.3K
|
72.8K
$2.53M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 30.02% |
$8.15K - $9.11K
|
662
$23K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-237- 2.21% |
$6.8K - $7.6K
|
10.5K
$364K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-23- 0.21% |
$660 - $737
|
11.2K
$388K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-270K- 96.19% |
$7.81M - $8.34M
|
10.7K
$371K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-35.5K- 58.48% |
$1.03M - $1.1M
|
25.2K
$873K
|
|
|
Jul 22, 2024
Q2 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-19.7K- 4.71% |
$570K - $609K
|
399K
$13.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.31K- 15.5% |
$66.8K - $71.3K
|
12.6K
$436K
|
|