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 11, 2025
Q2 2025
|
Wolfstich Capital, LLC
Medfield, MA |
SELL
|
- |
-231K- 36.97% |
$5.41M - $6.8M
|
395K
$11.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-115K- 7.97% |
$2.68M - $3.37M
|
1.32M
$39.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-37K- 10.81% |
$864K - $1.09M
|
305K
$9.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-32.6K- 5.48% |
$761K - $957K
|
562K
$16.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-16.4K- 2.0% |
$382K - $481K
|
803K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-11.2K- 0.26% |
$262K - $329K
|
4.34M
$129M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-5.9K- 43.24% |
$138K - $173K
|
7.75K
$230K
|
|
|
Jul 11, 2025
Q2 2025
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
SELL
|
- |
-5.37K- 5.64% |
$125K - $158K
|
89.8K
$2.66M
|
|
|
Jul 07, 2025
Q2 2025
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-3.42K- 1.4% |
$79.9K - $100K
|
241K
$7.15M
|
|
|
Jul 11, 2025
Q2 2025
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-3.07K- 0.85% |
$71.8K - $90.3K
|
360K
$10.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.41K- 6.52% |
$56.4K - $70.9K
|
34.6K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.83K- 15.87% |
$42.8K - $53.9K
|
9.72K
$288K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.38K- 0.56% |
$32.2K - $40.4K
|
246K
$7.29M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.28K- 1.08% |
$29.8K - $37.5K
|
117K
$3.45M
|
|
|
Jul 10, 2025
Q2 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-1.27K- 0.41% |
$29.7K - $37.4K
|
309K
$9.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-1K- 1.47% |
$23.4K - $29.4K
|
66.9K
$1.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
SELL
|
- |
-885- 3.74% |
$20.7K - $26K
|
22.8K
$676K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-879- 1.91% |
$20.5K - $25.8K
|
45.1K
$1.34M
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-772- 4.12% |
$18K - $22.7K
|
18K
$533K
|
|
|
Jul 07, 2025
Q2 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-570- 1.33% |
$13.3K - $16.8K
|
42.3K
$1.25M
|
|
|
Jul 08, 2025
Q2 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-408- 2.1% |
$9.53K - $12K
|
19K
$563K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-383- 0.36% |
$8.95K - $11.3K
|
106K
$3.15M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-360- 2.6% |
$8.41K - $10.6K
|
13.5K
$400K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-103- 0.47% |
$2.41K - $3.03K
|
21.7K
$643K
|
|
|
Jul 03, 2025
Q2 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.02% |
$234 - $294
|
66.5K
$1.97M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-943K- 15.65% |
$23.1M - $25.7M
|
5.08M
$151M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637K- 7.64% |
$15.6M - $17.3M
|
7.7M
$228M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-572K- 98.46% |
$14M - $15.6M
|
8.95K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-537K- 96.01% |
$13.1M - $14.6M
|
22.3K
$661K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-338K- 45.89% |
$8.27M - $9.2M
|
399K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-274K- 7.17% |
$6.69M - $7.45M
|
3.54M
$105M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-254K- 9.62% |
$6.21M - $6.9M
|
2.38M
$70.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-250K- 10.32% |
$6.12M - $6.81M
|
2.17M
$64.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greenspring Advisors, LLC
|
SELL
|
- |
-216K- 10.88% |
$5.27M - $5.87M
|
1.77M
$52.3M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-171K- 33.36% |
$4.17M - $4.64M
|
341K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-112K- 8.47% |
$2.73M - $3.04M
|
1.21M
$35.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-110K- 3.99% |
$2.68M - $2.98M
|
2.64M
$78.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-99.6K- 6.09% |
$2.43M - $2.71M
|
1.54M
$45.5M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-91.3K- 91.27% |
$2.23M - $2.48M
|
8.73K
$259K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-83.4K- 3.03% |
$2.04M - $2.27M
|
2.67M
$79.1M
|
|
|
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
$58M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-70.1K- 11.27% |
$1.71M - $1.91M
|
551K
$16.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.1K- 8.76% |
$1.44M - $1.61M
|
615K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.7K- 3.86% |
$1.41M - $1.57M
|
1.44M
$42.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
SELL
|
- |
-56.6K- 8.89% |
$1.38M - $1.54M
|
580K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-53.6K- 5.35% |
$1.31M - $1.46M
|
949K
$28.1M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-49.5K- 2.23% |
$1.21M - $1.35M
|
2.17M
$64.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-48.5K- 3.28% |
$1.19M - $1.32M
|
1.43M
$42.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-47.3K- 17.79% |
$1.16M - $1.29M
|
219K
$6.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Claris Advisors, LLC
|
SELL
|
- |
-41.8K- 5.57% |
$1.02M - $1.14M
|
709K
$21M
|
|