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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-99.6K- 3.94% |
$2.47M - $2.69M
|
2.42M
$62.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-55.9K- 8.98% |
$1.38M - $1.51M
|
567K
$14.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-52.2K- 3.41% |
$1.29M - $1.41M
|
1.48M
$37.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.4K- 2.13% |
$1.1M - $1.2M
|
2.04M
$52.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-29.8K- 16.86% |
$739K - $807K
|
147K
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-25.8K- 2.87% |
$639K - $698K
|
873K
$22.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-23.4K- 15.05% |
$581K - $634K
|
132K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.8K- 52.53% |
$365K - $399K
|
13.3K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.2K- 11.78% |
$327K - $357K
|
99K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 3.89% |
$275K - $300K
|
274K
$7.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8.52K- 3.96% |
$211K - $230K
|
207K
$5.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.05K- 12.78% |
$199K - $218K
|
55K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.64K- 12.86% |
$164K - $179K
|
45K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.75K- 7.07% |
$142K - $155K
|
75.6K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-4.58K- 0.21% |
$113K - $124K
|
2.19M
$56.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.47K- 67.75% |
$111K - $121K
|
2.13K
$54.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.06K- 2.28% |
$100K - $110K
|
174K
$4.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-3.44K- 5.32% |
$85.2K - $93.1K
|
61.2K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.99K- 0.49% |
$73.9K - $80.7K
|
605K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.78K- 6.6% |
$68.9K - $75.2K
|
39.4K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.2K- 1.58% |
$54.5K - $59.5K
|
137K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.19K- 9.65% |
$54.2K - $59.2K
|
20.5K
$525K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.07K- 0.62% |
$51.3K - $56K
|
331K
$8.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.97K- 5.6% |
$48.7K - $53.2K
|
33.2K
$850K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.84K- 4.57% |
$45.6K - $49.8K
|
38.5K
$986K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.44K- 0.58% |
$35.7K - $38.9K
|
247K
$6.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 41.26% |
$35.1K - $38.3K
|
2.02K
$51.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15K- 0.42% |
$28.4K - $31K
|
272K
$6.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-892- 0.82% |
$22.1K - $24.1K
|
108K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-846- 3.25% |
$20.9K - $22.9K
|
25.2K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-732- 0.13% |
$18.1K - $19.8K
|
555K
$14.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-489- 3.39% |
$12.1K - $13.2K
|
13.9K
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-422- 4.92% |
$10.4K - $11.4K
|
8.16K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-355- 21.36% |
$8.79K - $9.6K
|
1.31K
$33.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-355- 0.17% |
$8.79K - $9.6K
|
212K
$5.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-338- 2.69% |
$8.37K - $9.14K
|
12.2K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-331- 1.65% |
$8.2K - $8.95K
|
19.7K
$505K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-217- 2.44% |
$5.37K - $5.87K
|
8.67K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.18% |
$3.1K - $3.38K
|
67.8K
$1.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-98- 0.14% |
$2.43K - $2.65K
|
68.9K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-43- 0.11% |
$1.06K - $1.16K
|
37.9K
$971K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-40- 0.09% |
$990 - $1.08K
|
43.2K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-22- 0.06% |
$545 - $595
|
36.4K
$931K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.4M- 48.4% |
$34M - $38.2M
|
1.49M
$38.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03M- 99.96% |
$25M - $28.1M
|
421
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-639K- 22.25% |
$15.5M - $17.4M
|
2.23M
$57.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637K- 6.54% |
$15.5M - $17.4M
|
9.09M
$233M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-529K- 95.95% |
$12.8M - $14.4M
|
22.3K
$571K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-437K- 48.57% |
$10.6M - $11.9M
|
463K
$11.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 15.99% |
$7.25M - $8.14M
|
1.57M
$40.2M
|
|