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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-132- 0.1% |
$5.18K - $5.59K
|
133K
$5.25M
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-108- 0.3% |
$4.24K - $4.58K
|
35.7K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-104- 0.67% |
$4.08K - $4.41K
|
15.4K
$609K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 1.12% |
$3.89K - $4.2K
|
8.77K
$347K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-98- 0.22% |
$3.85K - $4.15K
|
44.4K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-74- 1.21% |
$2.91K - $3.14K
|
6.05K
$240K
|
|
Jan 08, 2025
Q4 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-60- 0.63% |
$2.36K - $2.54K
|
9.51K
$376K
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-47- 0.14% |
$1.85K - $1.99K
|
34.7K
$1.37M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-36- 0.19% |
$1.41K - $1.53K
|
18.8K
$746K
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-31- 2.8% |
$1.22K - $1.31K
|
1.08K
$42.6K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 22.22% |
$785 - $848
|
70
$2.77K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-16- 0.11% |
$628 - $678
|
14.1K
$560K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12- 1.47% |
$471 - $509
|
803
$31.8K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-10- 0.01% |
$393 - $424
|
185K
$7.31M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$39.3 - $42.4
|
860K
$34.1M
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.11K- 5.2% |
$147K - $163K
|
74.9K
$2.97M
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-2.63K- 1.69% |
$94.1K - $104K
|
153K
$6.04M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.54K- 1.58% |
$91K - $101K
|
158K
$6.26M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.08K- 12.97% |
$74.5K - $82.6K
|
14K
$553K
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 2.71% |
$51.3K - $56.9K
|
51.5K
$2.04M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.19K- 0.93% |
$42.7K - $47.4K
|
127K
$5.01M
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-970- 1.41% |
$34.7K - $38.5K
|
67.7K
$2.68M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-545- 17.83% |
$19.5K - $21.6K
|
2.51K
$99.4K
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-519- 4.05% |
$18.6K - $20.6K
|
12.3K
$487K
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-310- 3.98% |
$11.1K - $12.3K
|
7.48K
$296K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-255- 17.5% |
$9.13K - $10.1K
|
1.2K
$47.6K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-223- 2.75% |
$7.98K - $8.85K
|
7.87K
$312K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-200- 0.14% |
$7.16K - $7.94K
|
141K
$5.56M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-126- 1.12% |
$4.51K - $5K
|
11.1K
$439K
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-124- 1.41% |
$4.44K - $4.92K
|
8.69K
$344K
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-114- 4.63% |
$4.08K - $4.52K
|
2.35K
$93K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-55- 85.94% |
$1.97K - $2.18K
|
9
$356
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-19- 0.09% |
$680 - $754
|
21K
$831K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.8K- 0.65% |
$372K - $406K
|
1.65M
$65.5M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.51K- 38.39% |
$294K - $320K
|
13.7K
$540K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.22K- 9.45% |
$76.7K - $83.7K
|
21.3K
$843K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-687- 50.07% |
$23.7K - $25.9K
|
685
$27.1K
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-49- 0.08% |
$1.69K - $1.85K
|
58.3K
$2.31M
|
|
Q1 2024 | |||||||
Jul 03, 2024
Q1 2024
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-13.7KClosed |
$445K - $499K
|
0
$0
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-4.1K- 31.44% |
$134K - $150K
|
8.93K
$354K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-845- 11.52% |
$27.5K - $30.9K
|
6.49K
$257K
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-340- 5.67% |
$11.1K - $12.4K
|
5.66K
$224K
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-223- 2.55% |
$7.27K - $8.15K
|
8.53K
$338K
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-185- 1.03% |
$6.03K - $6.76K
|
17.8K
$706K
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-62- 0.74% |
$2.02K - $2.27K
|
8.33K
$330K
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.78K- 91.23% |
$251K - $293K
|
844
$33.4K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.06K- 2.06% |
$202K - $236K
|
337K
$13.3M
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.99K- 7.68% |
$56.9K - $66.5K
|
24K
$948K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 8.86% |
$19.9K - $23.3K
|
7.17K
$284K
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-37- 0.07% |
$1.06K - $1.23K
|
54.7K
$2.17M
|