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 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.12K- 25.94% |
$125K - $139K
|
14.6K
$433K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 9.44% |
$117K - $130K
|
45.7K
$1.35M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 33.51% |
$114K - $127K
|
9.26K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.61K- 15.23% |
$113K - $125K
|
25.7K
$761K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-4.59K- 3.35% |
$112K - $125K
|
133K
$3.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.49K- 1.42% |
$110K - $122K
|
312K
$9.23M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.22K- 15.78% |
$103K - $115K
|
22.5K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.15K- 1.51% |
$101K - $113K
|
271K
$8.02M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.12K- 1.32% |
$101K - $112K
|
308K
$9.14M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 2.85% |
$99.8K - $111K
|
139K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.05K- 1.02% |
$99.1K - $110K
|
391K
$11.6M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-3.75K- 1.09% |
$91.7K - $102K
|
341K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.44K- 44.7% |
$84.2K - $93.6K
|
4.26K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 13.12% |
$80.1K - $89.2K
|
21.7K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 0.88% |
$79.7K - $88.7K
|
369K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Awm Capital, LLC
|
SELL
|
- |
-3.25K- 1.74% |
$79.4K - $88.3K
|
184K
$5.45M
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.2K- 2.97% |
$78.1K - $86.9K
|
104K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.18K- 28.99% |
$77.7K - $86.5K
|
7.79K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.03K- 5.61% |
$74K - $82.4K
|
50.9K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.02K- 9.68% |
$73.9K - $82.2K
|
28.2K
$836K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.97K- 1.08% |
$72.5K - $80.7K
|
271K
$8.04M
|
|
|
May 05, 2025
Q1 2025
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.94K- 0.63% |
$71.9K - $80K
|
461K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.87K- 7.73% |
$70.1K - $78K
|
34.2K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.79K- 12.16% |
$68.2K - $75.9K
|
20.2K
$597K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.74K- 7.1% |
$66.9K - $74.4K
|
35.8K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-2.56K- 1.12% |
$62.6K - $69.7K
|
226K
$6.71M
|
|
|
May 02, 2025
Q1 2025
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-2.44K- 3.35% |
$59.7K - $66.4K
|
70.5K
$2.09M
|
|
|
May 01, 2025
Q1 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.32K- 0.58% |
$56.7K - $63K
|
399K
$11.8M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.3K- 4.61% |
$56.2K - $62.5K
|
47.5K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-2.27K- 10.47% |
$55.6K - $61.8K
|
19.4K
$576K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.26K- 8.26% |
$55.4K - $61.6K
|
25.1K
$745K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.25K- 18.19% |
$55K - $61.2K
|
10.1K
$300K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.15K- 96.76% |
$52.5K - $58.5K
|
72
$2.13K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-2.11K- 6.72% |
$51.6K - $57.4K
|
29.3K
$869K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.9K- 2.76% |
$46.6K - $51.8K
|
67K
$1.99M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.81K- 0.86% |
$44.4K - $49.3K
|
208K
$6.17M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.79K- 24.05% |
$43.8K - $48.7K
|
5.66K
$168K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.75K- 6.75% |
$42.9K - $47.7K
|
24.2K
$718K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.66K- 4.55% |
$40.5K - $45K
|
34.7K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-1.64K- 5.14% |
$40K - $44.5K
|
30.2K
$895K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.63K- 10.0% |
$39.8K - $44.3K
|
14.7K
$434K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.56K- 4.1% |
$38K - $42.3K
|
36.4K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.53K- 1.64% |
$37.3K - $41.5K
|
91.7K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-1.52K- 0.71% |
$37.1K - $41.3K
|
212K
$6.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.5K- 12.49% |
$36.6K - $40.7K
|
10.5K
$311K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.49K- 1.3% |
$36.5K - $40.6K
|
113K
$3.35M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.37K- 1.1% |
$33.4K - $37.1K
|
123K
$3.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.29K- 0.62% |
$31.5K - $35K
|
205K
$6.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 6.94% |
$31.2K - $34.7K
|
17.1K
$508K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.24K- 0.86% |
$30.4K - $33.8K
|
143K
$4.23M
|