Latest Institutional Sells of Dimensional ETF Tr (DFAU)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-309- 1.17% |
$10.5K - $13.1K
|
26.2K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-298- 1.68% |
$10.1K - $12.6K
|
17.4K
$752K
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
SELL
|
- |
-250- 1.91% |
$8.51K - $10.6K
|
12.8K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-215- 51.56% |
$7.32K - $9.11K
|
202
$8.73K
|
|
|
Jul 23, 2025
Q2 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
SELL
|
- |
-192- 2.67% |
$6.54K - $8.13K
|
7K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-156- 0.37% |
$5.31K - $6.61K
|
41.5K
$1.79M
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-128- 0.37% |
$4.36K - $5.42K
|
34.6K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-84- 0.06% |
$2.86K - $3.56K
|
140K
$6.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Shearwater Capital LLC
|
SELL
|
- |
-61- 0.64% |
$2.08K - $2.58K
|
9.45K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-52- 0.16% |
$1.77K - $2.2K
|
33.2K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-38- 33.93% |
$1.29K - $1.61K
|
74
$3.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-27- 0.03% |
$919 - $1.14K
|
83.6K
$3.61M
|
|
|
Jul 17, 2025
Q2 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.23% |
$851 - $1.06K
|
10.9K
$469K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-16- 0.12% |
$545 - $678
|
13.1K
$567K
|
|
| Q1 2025 | |||||||
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-76.6M- 98.39% |
$2.9B - $3.24B
|
1.25M
$54.2M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.72M- 67.93% |
$65.3M - $72.9M
|
814K
$35.2M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-745K- 99.94% |
$28.2M - $31.5M
|
421
$18.2K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-243K- 32.53% |
$9.19M - $10.3M
|
504K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-235K- 17.9% |
$8.91M - $9.96M
|
1.08M
$46.7M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-127K- 4.44% |
$4.82M - $5.39M
|
2.75M
$119M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-116K- 3.17% |
$4.37M - $4.89M
|
3.52M
$152M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-89.8K- 20.34% |
$3.4M - $3.8M
|
352K
$15.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-88.1K- 88.34% |
$3.33M - $3.73M
|
11.6K
$502K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-75.2K- 11.44% |
$2.84M - $3.18M
|
582K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-53.7K- 35.36% |
$2.03M - $2.27M
|
98.1K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-53.3K- 24.58% |
$2.02M - $2.25M
|
163K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-49K- 4.96% |
$1.86M - $2.07M
|
940K
$40.6M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-45.6K- 3.43% |
$1.73M - $1.93M
|
1.28M
$55.5M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-42.6K- 45.88% |
$1.61M - $1.8M
|
50.3K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.7K- 96.7% |
$1.5M - $1.68M
|
1.36K
$58.6K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-34.8K- 1.88% |
$1.32M - $1.47M
|
1.81M
$78.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-29.8K- 5.91% |
$1.13M - $1.26M
|
475K
$20.5M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
SELL
|
- |
-27.7K- 5.3% |
$1.05M - $1.17M
|
495K
$21.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-27.1K- 60.22% |
$1.03M - $1.15M
|
17.9K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Sage Oak Financial, LLC
Tulsa, OK |
SELL
|
- |
-23.4K- 52.33% |
$885K - $990K
|
21.3K
$921K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-21.2K- 31.23% |
$802K - $897K
|
46.7K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-20.9K- 2.23% |
$789K - $882K
|
914K
$39.5M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-20.1K- 2.89% |
$759K - $849K
|
675K
$29.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-19.9K- 4.38% |
$753K - $842K
|
434K
$18.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-15.8K- 27.06% |
$597K - $667K
|
42.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.2K- 9.97% |
$500K - $559K
|
119K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-13.1K- 70.95% |
$495K - $553K
|
5.35K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.9K- 46.91% |
$487K - $544K
|
14.6K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-10.9K- 66.6% |
$412K - $461K
|
5.46K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-10.1K- 56.56% |
$381K - $426K
|
7.74K
$335K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10K- 29.11% |
$378K - $423K
|
24.4K
$1.05M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.98K- 17.96% |
$302K - $337K
|
36.5K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-7.76K- 2.05% |
$293K - $328K
|
371K
$16M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-7.32K- 43.17% |
$277K - $310K
|
9.64K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.85K- 44.48% |
$259K - $290K
|
8.55K
$369K
|
|