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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-6.64K- 4.47% |
$251K - $281K
|
142K
$6.14M
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.62K- 56.1% |
$251K - $280K
|
5.18K
$224K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.36K- 0.8% |
$241K - $269K
|
791K
$34.2M
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-6.17K- 52.64% |
$234K - $261K
|
5.55K
$240K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.46K- 7.02% |
$206K - $231K
|
72.2K
$3.12M
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-5.41K- 5.65% |
$205K - $229K
|
90.4K
$3.91M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-5.37K- 15.18% |
$203K - $227K
|
30K
$1.3M
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-5.18K- 2.76% |
$196K - $219K
|
182K
$7.88M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.29K- 2.46% |
$162K - $181K
|
170K
$7.33M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.58K- 3.82% |
$136K - $152K
|
90.2K
$3.9M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-3.54K- 5.24% |
$134K - $150K
|
63.9K
$2.76M
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.48K- 5.67% |
$132K - $147K
|
57.8K
$2.5M
|
|
Apr 28, 2025
Q1 2025
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-2.65K- 0.82% |
$100K - $112K
|
320K
$13.8M
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.52K- 28.42% |
$95.4K - $107K
|
6.35K
$274K
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.33K- 4.37% |
$88.2K - $98.6K
|
51.1K
$2.21M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.16K- 9.19% |
$81.9K - $91.5K
|
21.4K
$924K
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2.05K- 26.07% |
$77.5K - $86.6K
|
5.81K
$251K
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-2.01K- 7.01% |
$75.9K - $84.9K
|
26.6K
$1.15M
|
|
Apr 30, 2025
Q1 2025
|
Prudent Man Investment Management, Inc.
Louisville, CO |
SELL
|
- |
-1.87K- 0.49% |
$70.6K - $78.9K
|
376K
$16.3M
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.71K- 3.32% |
$64.8K - $72.4K
|
49.8K
$2.15M
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.67K- 4.48% |
$63.3K - $70.8K
|
35.7K
$1.54M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.53K- 12.2% |
$57.9K - $64.7K
|
11K
$476K
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.18K- 25.49% |
$44.6K - $49.9K
|
3.45K
$149K
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.12K- 11.05% |
$42.5K - $47.4K
|
9.04K
$390K
|
|
May 13, 2025
Q1 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-1.07K- 0.9% |
$40.3K - $45K
|
117K
$5.07M
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-1.05K- 7.52% |
$39.7K - $44.4K
|
12.9K
$558K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.05K- 0.6% |
$39.5K - $44.2K
|
174K
$7.53M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-917- 2.07% |
$34.7K - $38.8K
|
43.3K
$1.87M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-832- 3.77% |
$31.5K - $35.2K
|
21.2K
$918K
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-777- 1.96% |
$29.4K - $32.9K
|
38.8K
$1.68M
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
SELL
|
- |
-694- 11.31% |
$26.3K - $29.3K
|
5.44K
$235K
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-505- 1.42% |
$19.1K - $21.4K
|
35K
$1.51M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-498- 1.44% |
$18.8K - $21.1K
|
34.2K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-476- 1.28% |
$18K - $20.1K
|
36.8K
$1.59M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-437- 3.32% |
$16.5K - $18.5K
|
12.7K
$550K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-337- 0.81% |
$12.8K - $14.3K
|
41.4K
$1.79M
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-332- 2.42% |
$12.6K - $14K
|
13.4K
$579K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-280- 0.53% |
$10.6K - $11.8K
|
53K
$2.29M
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-268- 2.75% |
$10.1K - $11.3K
|
9.46K
$409K
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-234- 6.11% |
$8.85K - $9.9K
|
3.6K
$155K
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-233- 3.85% |
$8.82K - $9.85K
|
5.82K
$252K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-230- 1.08% |
$8.7K - $9.73K
|
21.1K
$910K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-209- 14.47% |
$7.91K - $8.84K
|
1.24K
$53.4K
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-157- 0.47% |
$5.94K - $6.64K
|
33.4K
$1.44M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-120- 0.9% |
$4.54K - $5.07K
|
13.2K
$569K
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-119- 0.22% |
$4.5K - $5.03K
|
52.8K
$2.28M
|
|
Apr 28, 2025
Q1 2025
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-101- 0.13% |
$3.82K - $4.27K
|
78K
$3.37M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-97- 0.6% |
$3.67K - $4.1K
|
16.1K
$696K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-65- 0.7% |
$2.46K - $2.75K
|
9.24K
$399K
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.29% |
$1.89K - $2.11K
|
17.1K
$740K
|