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 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-59.1K- 8.76% |
$1.44M - $1.61M
|
615K
$18.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.7K- 3.86% |
$1.41M - $1.57M
|
1.44M
$42.9M
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-53.6K- 5.35% |
$1.31M - $1.46M
|
949K
$28.3M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-49.5K- 2.23% |
$1.21M - $1.35M
|
2.17M
$64.7M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-39.9K- 2.62% |
$976K - $1.09M
|
1.48M
$44.2M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-35.6K- 99.94% |
$871K - $969K
|
22
$656
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-34.4K- 60.09% |
$842K - $937K
|
22.9K
$682K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-33.8K- 43.72% |
$827K - $919K
|
43.5K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Retirement Solution Inc.
|
SELL
|
- |
-33.7K- 37.12% |
$824K - $917K
|
57.1K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-31K- 3.58% |
$758K - $843K
|
836K
$24.9M
|
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-28.5K- 19.36% |
$696K - $775K
|
119K
$3.54M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-26.9K- 1.45% |
$657K - $731K
|
1.83M
$54.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-24.7K- 4.46% |
$605K - $673K
|
530K
$15.8M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-24K- 0.65% |
$588K - $654K
|
3.69M
$110M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-23.2K- 3.18% |
$566K - $630K
|
705K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-19.4K- 1.74% |
$475K - $528K
|
1.09M
$32.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19K- 25.16% |
$465K - $517K
|
56.6K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.3K- 30.41% |
$448K - $499K
|
41.9K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-17K- 1.87% |
$415K - $462K
|
892K
$26.6M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-15K- 44.01% |
$367K - $408K
|
19.1K
$569K
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-15K- 6.84% |
$367K - $408K
|
204K
$6.09M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-14.9K- 41.83% |
$364K - $405K
|
20.7K
$617K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.5K- 13.82% |
$354K - $394K
|
90.3K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-14.2K- 25.86% |
$347K - $387K
|
40.7K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.9K- 4.87% |
$340K - $379K
|
272K
$8.11M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-12.9K- 0.36% |
$315K - $350K
|
3.54M
$105M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-12.5K- 23.5% |
$305K - $339K
|
40.5K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.8K- 3.66% |
$289K - $321K
|
311K
$9.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-10.6K- 8.02% |
$260K - $289K
|
122K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-9.62K- 2.43% |
$235K - $262K
|
387K
$11.5M
|
|
|
May 13, 2025
Q1 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-8.73K- 2.31% |
$213K - $237K
|
369K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.7K- 1.15% |
$213K - $237K
|
747K
$22.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8.46K- 54.7% |
$207K - $230K
|
7K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.41K- 1.44% |
$181K - $202K
|
507K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.35K- 10.31% |
$180K - $200K
|
64K
$1.91M
|
|
|
May 01, 2025
Q1 2025
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-7.28K- 20.02% |
$178K - $198K
|
29.1K
$868K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.4K- 2.99% |
$156K - $174K
|
208K
$6.2M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.44K- 13.47% |
$133K - $148K
|
34.9K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.24K- 5.86% |
$128K - $143K
|
84.1K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.77K- 9.44% |
$117K - $130K
|
45.7K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.67K- 33.51% |
$114K - $127K
|
9.26K
$276K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.61K- 15.23% |
$113K - $125K
|
25.7K
$766K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.22K- 15.78% |
$103K - $115K
|
22.5K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.15K- 1.51% |
$101K - $113K
|
271K
$8.07M
|
|
|
Apr 14, 2025
Q1 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.12K- 1.32% |
$101K - $112K
|
308K
$9.2M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.08K- 2.85% |
$99.8K - $111K
|
139K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.44K- 44.7% |
$84.2K - $93.6K
|
4.26K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-3.28K- 13.12% |
$80.1K - $89.2K
|
21.7K
$647K
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.2K- 2.97% |
$78.1K - $86.9K
|
104K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.02K- 9.68% |
$73.9K - $82.2K
|
28.2K
$841K
|