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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-943K- 15.65% |
$23.1M - $25.7M
|
5.08M
$137M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637K- 7.64% |
$15.6M - $17.3M
|
7.7M
$207M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-572K- 98.46% |
$14M - $15.6M
|
8.95K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-537K- 96.01% |
$13.1M - $14.6M
|
22.3K
$600K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-338K- 45.89% |
$8.27M - $9.2M
|
399K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-274K- 7.17% |
$6.69M - $7.45M
|
3.54M
$95.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-254K- 9.62% |
$6.21M - $6.9M
|
2.38M
$64.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-251K- 5.44% |
$6.13M - $6.82M
|
4.36M
$117M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-250K- 10.32% |
$6.12M - $6.81M
|
2.17M
$58.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-216K- 10.88% |
$5.27M - $5.87M
|
1.77M
$47.6M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-171K- 33.36% |
$4.17M - $4.64M
|
341K
$9.17M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112K- 8.47% |
$2.73M - $3.04M
|
1.21M
$32.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-110K- 3.99% |
$2.68M - $2.98M
|
2.64M
$71M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-99.6K- 6.09% |
$2.43M - $2.71M
|
1.54M
$41.3M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91.3K- 91.27% |
$2.23M - $2.48M
|
8.73K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83.4K- 3.03% |
$2.04M - $2.27M
|
2.67M
$71.8M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-72.9K- 3.59% |
$1.78M - $1.98M
|
1.96M
$52.7M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70.1K- 11.27% |
$1.71M - $1.91M
|
551K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.1K- 8.76% |
$1.44M - $1.61M
|
615K
$16.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.7K- 3.86% |
$1.41M - $1.57M
|
1.44M
$38.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-56.6K- 8.89% |
$1.38M - $1.54M
|
580K
$15.6M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-53.6K- 5.35% |
$1.31M - $1.46M
|
949K
$25.5M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-49.5K- 2.23% |
$1.21M - $1.35M
|
2.17M
$58.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-48.5K- 3.28% |
$1.19M - $1.32M
|
1.43M
$38.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-47.3K- 5.45% |
$1.16M - $1.29M
|
820K
$22.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-47.3K- 17.79% |
$1.16M - $1.29M
|
219K
$5.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-41.8K- 5.57% |
$1.02M - $1.14M
|
709K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-39.9K- 2.62% |
$976K - $1.09M
|
1.48M
$39.9M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-37.6K- 9.81% |
$920K - $1.02M
|
346K
$9.32M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-35.6K- 99.94% |
$871K - $969K
|
22
$592
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-34.4K- 60.09% |
$842K - $937K
|
22.9K
$616K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-33.8K- 43.72% |
$827K - $919K
|
43.5K
$1.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-33.7K- 37.12% |
$824K - $917K
|
57.1K
$1.54M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-33.1K- 97.72% |
$810K - $901K
|
772
$20.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-31.3K- 73.13% |
$765K - $851K
|
11.5K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-31K- 3.58% |
$758K - $843K
|
836K
$22.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Kraft Asset Management, LLC
|
SELL
|
- |
-29.3K- 29.56% |
$716K - $796K
|
69.8K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-28.5K- 19.36% |
$696K - $775K
|
119K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.9K- 1.45% |
$657K - $731K
|
1.83M
$49.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-26.7K- 9.15% |
$654K - $727K
|
265K
$7.14M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-26.6K- 7.22% |
$651K - $724K
|
342K
$9.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-24.7K- 4.46% |
$605K - $673K
|
530K
$14.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-24.2K- 8.9% |
$591K - $657K
|
247K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 0.65% |
$588K - $654K
|
3.69M
$99.4M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-23.7K- 8.74% |
$579K - $644K
|
247K
$6.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-23.6K- 33.63% |
$576K - $641K
|
46.5K
$1.25M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-23.2K- 3.18% |
$566K - $630K
|
705K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-19.4K- 1.74% |
$475K - $528K
|
1.09M
$29.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-19.2K- 2.47% |
$470K - $523K
|
759K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19K- 25.16% |
$465K - $517K
|
56.6K
$1.52M
|