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
|
Orion Capital Management LLC
|
SELL
|
- |
-783- 22.6% |
$19.1K - $21.3K
|
2.68K
$72.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-771- 0.35% |
$18.9K - $21K
|
223K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-770- 2.35% |
$18.8K - $20.9K
|
31.9K
$860K
|
|
|
May 13, 2025
Q1 2025
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-764- 0.74% |
$18.7K - $20.8K
|
102K
$2.76M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-758- 7.64% |
$18.5K - $20.6K
|
9.17K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-700- 5.25% |
$17.1K - $19K
|
12.6K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-676- 2.64% |
$16.5K - $18.4K
|
24.9K
$671K
|
|
|
May 06, 2025
Q1 2025
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-652- 0.12% |
$15.9K - $17.7K
|
535K
$14.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-649- 0.97% |
$15.9K - $17.7K
|
66.5K
$1.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-598- 1.8% |
$14.6K - $16.3K
|
32.6K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-539- 1.02% |
$13.2K - $14.7K
|
52.5K
$1.41M
|
|
|
May 07, 2025
Q1 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-525- 3.27% |
$12.8K - $14.3K
|
15.5K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-511- 1.04% |
$12.5K - $13.9K
|
48.6K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
SELL
|
- |
-471- 3.17% |
$11.5K - $12.8K
|
14.4K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-399- 2.1% |
$9.76K - $10.9K
|
18.6K
$502K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-395- 0.33% |
$9.66K - $10.7K
|
118K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-393- 1.05% |
$9.61K - $10.7K
|
37.1K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Applied Capital LLC
|
SELL
|
- |
-382- 0.62% |
$9.34K - $10.4K
|
60.8K
$1.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-376- 0.79% |
$9.19K - $10.2K
|
47K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-370- 3.02% |
$9.05K - $10.1K
|
11.9K
$320K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-341- 4.0% |
$8.34K - $9.28K
|
8.17K
$220K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-341- 4.0% |
$8.34K - $9.28K
|
8.17K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-337- 0.18% |
$8.24K - $9.17K
|
182K
$4.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-312- 2.24% |
$7.63K - $8.49K
|
13.6K
$367K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-266- 0.21% |
$6.5K - $7.24K
|
126K
$3.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-262- 0.61% |
$6.41K - $7.13K
|
42.9K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-237- 2.73% |
$5.79K - $6.45K
|
8.44K
$227K
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-236- 2.0% |
$5.77K - $6.42K
|
11.6K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-231- 2.21% |
$5.65K - $6.28K
|
10.2K
$275K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-228- 3.78% |
$5.57K - $6.2K
|
5.8K
$156K
|
|
|
Apr 14, 2025
Q1 2025
|
Pillar Financial Advisors, LLC
Louisville, KY |
SELL
|
- |
-224- 16.54% |
$5.48K - $6.09K
|
1.13K
$30.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-193- 0.22% |
$4.72K - $5.25K
|
86.5K
$2.33M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-179- 0.47% |
$4.38K - $4.87K
|
38.1K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-166- 1.03% |
$4.06K - $4.52K
|
15.9K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-78- 0.21% |
$1.91K - $2.12K
|
36.8K
$992K
|
|
|
Apr 28, 2025
Q1 2025
|
Holcombe Financial, Inc.
Atlanta, GA |
SELL
|
- |
-78- 0.4% |
$1.91K - $2.12K
|
19.4K
$523K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-75- 0.2% |
$1.83K - $2.04K
|
37.6K
$1.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-60- 0.43% |
$1.47K - $1.63K
|
13.9K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-47- 0.2% |
$1.15K - $1.28K
|
23.4K
$629K
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-16- 0.08% |
$391 - $435
|
19.4K
$523K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-4- 0.01% |
$97.8 - $109
|
48.3K
$1.3M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 21.95% |
$1.15M - $1.25M
|
165K
$4.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.87K- 24.09% |
$220K - $240K
|
28K
$753K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7.5K- 17.39% |
$186K - $203K
|
35.6K
$958K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.62K- 1.51% |
$114K - $125K
|
302K
$8.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.47K- 67.75% |
$111K - $121K
|
2.13K
$57.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.43K- 6.01% |
$110K - $120K
|
69.4K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.04K- 7.27% |
$75.2K - $82.1K
|
38.7K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.9K- 7.84% |
$71.8K - $78.4K
|
34.1K
$918K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 8.59% |
$71.2K - $77.8K
|
30.6K
$824K
|
|