Latest Institutional Sells of Dimensional ETF Tr (DFAI)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-342K- 76.97% |
$9.91M - $10.8M
|
102K
$3.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-139K- 16.37% |
$4.04M - $4.41M
|
713K
$21.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-120K- 14.3% |
$3.47M - $3.79M
|
718K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-101K- 88.08% |
$2.94M - $3.21M
|
13.7K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-92.5K- 17.71% |
$2.68M - $2.92M
|
430K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-92.2K- 13.16% |
$2.67M - $2.91M
|
608K
$18.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-40.5K- 4.18% |
$1.18M - $1.28M
|
930K
$28.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-29.6K- 7.6% |
$859K - $936K
|
360K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-27.1K- 43.78% |
$785K - $856K
|
34.8K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-26.7K- 4.57% |
$774K - $843K
|
557K
$17.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-25.9K- 5.29% |
$751K - $819K
|
464K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-24.7K- 7.69% |
$715K - $779K
|
296K
$9.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-21.9K- 76.74% |
$634K - $691K
|
6.63K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-20K- 11.32% |
$579K - $631K
|
156K
$4.78M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-17K- 6.61% |
$492K - $536K
|
240K
$7.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-13.8K- 2.22% |
$399K - $435K
|
605K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-13.5K- 25.1% |
$390K - $425K
|
40.2K
$1.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-11.7K- 35.27% |
$341K - $371K
|
21.6K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-10.9K- 19.27% |
$315K - $343K
|
45.5K
$1.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 4.17% |
$308K - $335K
|
244K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-9.77K- 21.44% |
$283K - $309K
|
35.8K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-8.73K- 5.66% |
$253K - $276K
|
146K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.68K- 7.73% |
$252K - $274K
|
104K
$3.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-8.58K- 5.49% |
$249K - $271K
|
148K
$4.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-8.09K- 4.76% |
$234K - $255K
|
162K
$4.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-7.8K- 11.9% |
$226K - $247K
|
57.8K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.24K- 25.55% |
$210K - $229K
|
21.1K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-6.57K- 20.38% |
$190K - $207K
|
25.6K
$785K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-5.81K- 2.84% |
$168K - $183K
|
199K
$6.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-5.45K- 7.76% |
$158K - $172K
|
64.8K
$1.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-5.38K- 32.38% |
$156K - $170K
|
11.2K
$344K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-5.17K- 3.12% |
$150K - $163K
|
161K
$4.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-4.77K- 3.6% |
$138K - $151K
|
128K
$3.91M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-4.73K- 11.65% |
$137K - $149K
|
35.9K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.66K- 40.23% |
$135K - $147K
|
6.93K
$212K
|
|
|
Jan 31, 2025
Q4 2024
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-3.71K- 7.86% |
$107K - $117K
|
43.4K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.59K- 6.84% |
$104K - $114K
|
48.9K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-3.54K- 20.26% |
$103K - $112K
|
13.9K
$427K
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-3.47K- 14.61% |
$101K - $110K
|
20.3K
$621K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.33K- 99.91% |
$96.5K - $105K
|
3
$91.8
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.85K- 4.19% |
$82.5K - $89.9K
|
65.1K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.83K- 0.49% |
$82.1K - $89.5K
|
576K
$17.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-2.76K- 19.25% |
$79.9K - $87.1K
|
11.6K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.5K- 8.81% |
$72.5K - $79K
|
25.9K
$792K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.33K- 11.53% |
$67.7K - $73.7K
|
17.9K
$548K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.22K- 1.03% |
$64.3K - $70.1K
|
214K
$6.54M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.05K- 0.74% |
$59.4K - $64.7K
|
275K
$8.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-1.85K- 4.59% |
$53.7K - $58.6K
|
38.6K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.81K- 1.82% |
$52.4K - $57.1K
|
97.4K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.68K- 5.15% |
$48.8K - $53.2K
|
31K
$949K
|