Latest Institutional Sells of Dimensional ETF Tr (DFAX)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) 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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.27M- 74.28% |
$99.7M - $125M
|
1.48M
$45.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Geometric Wealth Advisors
|
SELL
|
- |
-935K- 11.79% |
$21.9M - $27.5M
|
7M
$214M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-817K- 22.13% |
$19.1M - $24M
|
2.88M
$87.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-502K- 95.74% |
$11.7M - $14.7M
|
22.3K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-494K- 26.97% |
$11.5M - $14.5M
|
1.34M
$40.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-309K- 7.74% |
$7.21M - $9.07M
|
3.68M
$112M
|
|
|
Jul 17, 2025
Q2 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-254K- 35.86% |
$5.94M - $7.47M
|
455K
$13.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-231K- 36.97% |
$5.41M - $6.8M
|
395K
$12.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-221K- 8.28% |
$5.16M - $6.49M
|
2.45M
$74.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-178K- 5.6% |
$4.16M - $5.23M
|
3M
$91.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-160K- 59.25% |
$3.75M - $4.71M
|
110K
$3.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-149K- 11.45% |
$3.49M - $4.39M
|
1.16M
$35.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-149K- 2.94% |
$3.49M - $4.39M
|
4.93M
$151M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-137K- 24.8% |
$3.2M - $4.02M
|
415K
$12.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-130K- 17.44% |
$3.05M - $3.83M
|
617K
$18.8M
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-127K- 34.34% |
$2.96M - $3.72M
|
242K
$7.39M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-115K- 7.97% |
$2.68M - $3.37M
|
1.32M
$40.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-99.2K- 5.9% |
$2.32M - $2.91M
|
1.58M
$48.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-85.4K- 1.11% |
$2M - $2.51M
|
7.62M
$233M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-84.8K- 2.39% |
$1.98M - $2.49M
|
3.46M
$106M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-82.9K- 24.32% |
$1.94M - $2.44M
|
258K
$7.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-81.8K- 3.77% |
$1.91M - $2.4M
|
2.09M
$63.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-68.3K- 1.85% |
$1.6M - $2.01M
|
3.63M
$111M
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-68.3K- 4.77% |
$1.6M - $2.01M
|
1.36M
$41.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
SELL
|
- |
-65.8K- 2.26% |
$1.54M - $1.93M
|
2.85M
$87.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-53K- 6.99% |
$1.24M - $1.56M
|
706K
$21.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48.9K- 4.96% |
$1.14M - $1.44M
|
938K
$28.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-45K- 13.15% |
$1.05M - $1.32M
|
297K
$9.09M
|
|
|
Jul 15, 2025
Q2 2025
|
Tassel Capital Management, Inc.
Matthews, NC |
SELL
|
- |
-44K- 7.98% |
$1.03M - $1.29M
|
507K
$15.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-43.6K- 3.61% |
$1.02M - $1.28M
|
1.16M
$35.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-43.3K- 1.64% |
$1.01M - $1.27M
|
2.59M
$79.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-37.1K- 8.21% |
$866K - $1.09M
|
414K
$12.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37K- 10.81% |
$864K - $1.09M
|
305K
$9.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-35.9K- 59.12% |
$839K - $1.06M
|
24.8K
$758K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-35.2K- 4.99% |
$821K - $1.03M
|
670K
$20.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-33.5K- 5.78% |
$783K - $985K
|
546K
$16.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-33.1K- 0.8% |
$774K - $973K
|
4.09M
$125M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32.6K- 5.48% |
$761K - $957K
|
562K
$17.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Schubert & CO
|
SELL
|
- |
-32.5K- 46.09% |
$759K - $955K
|
38K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30.9K- 3.2% |
$721K - $907K
|
933K
$28.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.8K- 5.01% |
$626K - $788K
|
508K
$15.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-25.1K- 62.56% |
$586K - $737K
|
15K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
Cloud Capital Management, LLC
Seattle, WA |
SELL
|
- |
-25K- 8.09% |
$585K - $736K
|
284K
$8.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-25K- 15.15% |
$584K - $735K
|
140K
$4.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24.9K- 0.65% |
$581K - $730K
|
3.79M
$116M
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-22K- 78.64% |
$514K - $646K
|
5.97K
$183K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-21.8K- 1.42% |
$509K - $640K
|
1.51M
$46.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-20.8K- 18.64% |
$486K - $611K
|
90.8K
$2.77M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-19.3K- 5.23% |
$451K - $567K
|
350K
$10.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-19.1K- 3.06% |
$447K - $562K
|
606K
$18.5M
|