Latest Institutional Sells of Dimensional ETF Tr (DFAU)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) 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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.82K- 2.92% |
$111K - $119K
|
93.7K
$3.71M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2.77K- 1.02% |
$109K - $117K
|
269K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.47K- 3.88% |
$97.1K - $105K
|
61.3K
$2.43M
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.38K- 10.11% |
$93.5K - $101K
|
21.2K
$838K
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.38K- 1.25% |
$93.4K - $101K
|
188K
$7.43M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.33K- 2.02% |
$91.5K - $98.7K
|
113K
$4.47M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.27K- 10.14% |
$88.9K - $96K
|
20.1K
$795K
|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-2.16K- 0.75% |
$84.9K - $91.6K
|
288K
$11.4M
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-2.05K- 2.0% |
$80.6K - $87K
|
101K
$3.98M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.05K- 95.75% |
$80.4K - $86.8K
|
91
$3.6K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-2K- 13.45% |
$78.5K - $84.8K
|
12.9K
$510K
|
|
Mar 03, 2025
Q4 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-1.93K- 5.33% |
$75.9K - $81.9K
|
34.3K
$1.36M
|
|
Jan 24, 2025
Q4 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-1.79K- 0.55% |
$70.3K - $75.9K
|
322K
$12.8M
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.77K- 1.04% |
$69.4K - $74.8K
|
169K
$6.68M
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
SELL
|
- |
-1.7K- 1.4% |
$66.8K - $72.1K
|
120K
$4.75M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.64K- 1.2% |
$64.6K - $69.7K
|
136K
$5.37M
|
|
Feb 07, 2025
Q4 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.51K- 1.5% |
$59.4K - $64.1K
|
99.5K
$3.94M
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.5K- 1.28% |
$58.9K - $63.6K
|
116K
$4.6M
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-1.49K- 3.64% |
$58.7K - $63.3K
|
39.6K
$1.57M
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 4.57% |
$56.2K - $60.6K
|
29.9K
$1.18M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.43K- 16.24% |
$56K - $60.4K
|
7.35K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.02K- 2.65% |
$39.9K - $43.1K
|
37.3K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-934- 0.42% |
$36.7K - $39.6K
|
220K
$8.72M
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-888- 3.01% |
$34.9K - $37.6K
|
28.6K
$1.13M
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-826- 2.4% |
$32.4K - $35K
|
33.6K
$1.33M
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-705- 5.12% |
$27.7K - $29.9K
|
13.1K
$517K
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-680- 3.27% |
$26.7K - $28.8K
|
20.1K
$796K
|
|
Jan 27, 2025
Q4 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-660- 6.1% |
$25.9K - $28K
|
10.2K
$402K
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-658- 1.25% |
$25.8K - $27.9K
|
51.8K
$2.05M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-596- 1.21% |
$23.4K - $25.3K
|
48.8K
$1.93M
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-596- 5.77% |
$23.4K - $25.3K
|
9.73K
$385K
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-524- 7.97% |
$20.6K - $22.2K
|
6.05K
$239K
|
|
Jan 13, 2025
Q4 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-483- 2.42% |
$19K - $20.5K
|
19.5K
$770K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-482- 48.64% |
$18.9K - $20.4K
|
509
$20.2K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-453- 15.05% |
$17.8K - $19.2K
|
2.56K
$101K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-451- 14.62% |
$17.7K - $19.1K
|
2.63K
$104K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-450- 0.87% |
$17.7K - $19.1K
|
51.1K
$2.02M
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-438- 0.81% |
$17.2K - $18.6K
|
53.3K
$2.11M
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-434- 5.23% |
$17K - $18.4K
|
7.86K
$311K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-397- 2.39% |
$15.6K - $16.8K
|
16.2K
$641K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-363- 1.38% |
$14.3K - $15.4K
|
25.9K
$1.03M
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
SELL
|
- |
-336- 3.97% |
$13.2K - $14.2K
|
8.12K
$322K
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-290- 0.1% |
$11.4K - $12.3K
|
304K
$12M
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-247- 2.59% |
$9.7K - $10.5K
|
9.3K
$368K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-240- 2.34% |
$9.42K - $10.2K
|
10K
$397K
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-239- 2.52% |
$9.39K - $10.1K
|
9.24K
$366K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-228- 0.33% |
$8.95K - $9.66K
|
67.9K
$2.69M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-163- 1.73% |
$6.4K - $6.91K
|
9.27K
$367K
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-155- 1.02% |
$6.09K - $6.57K
|
15K
$594K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-142- 0.39% |
$5.58K - $6.02K
|
36.3K
$1.44M
|