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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-159K- 45.7% |
$3.95M - $4.31M
|
189K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-150K- 2.66% |
$3.71M - $4.06M
|
5.48M
$142M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-136K- 8.68% |
$3.37M - $3.68M
|
1.43M
$37.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-99.7K- 7.08% |
$2.47M - $2.7M
|
1.31M
$33.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-99.6K- 3.94% |
$2.47M - $2.69M
|
2.42M
$62.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-93.7K- 2.87% |
$2.32M - $2.53M
|
3.17M
$82.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-63.4K- 1.23% |
$1.57M - $1.71M
|
5.09M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-46.4K- 21.95% |
$1.15M - $1.25M
|
165K
$4.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-41K- 1.14% |
$1.02M - $1.11M
|
3.55M
$92M
|
|
|
Feb 12, 2025
Q4 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-37.9K- 6.61% |
$939K - $1.02M
|
535K
$13.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-33.6K- 13.29% |
$832K - $909K
|
219K
$5.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-29.9K- 7.83% |
$740K - $808K
|
352K
$9.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-29.8K- 16.86% |
$739K - $807K
|
147K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-28.1K- 5.22% |
$697K - $761K
|
511K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-25.1K- 36.9% |
$622K - $679K
|
42.9K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-24.2K- 1.46% |
$600K - $655K
|
1.63M
$42.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-23.4K- 15.05% |
$581K - $634K
|
132K
$3.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-20.9K- 0.5% |
$518K - $566K
|
4.14M
$107M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20.1K- 6.68% |
$498K - $544K
|
281K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-16.6K- 58.22% |
$411K - $449K
|
11.9K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-16.5K- 0.74% |
$409K - $447K
|
2.22M
$57.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.5K- 1.78% |
$408K - $446K
|
909K
$23.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-16.1K- 32.14% |
$400K - $436K
|
34.1K
$883K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-15.2K- 3.87% |
$376K - $410K
|
377K
$9.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-14.8K- 52.53% |
$365K - $399K
|
13.3K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-14.6K- 1.65% |
$361K - $394K
|
867K
$22.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-13.4K- 6.7% |
$333K - $363K
|
187K
$4.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-12.5K- 5.17% |
$309K - $338K
|
229K
$5.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-11.1K- 13.45% |
$275K - $300K
|
71.5K
$1.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 3.89% |
$275K - $300K
|
274K
$7.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-10.6K- 2.8% |
$263K - $288K
|
369K
$9.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-8.87K- 24.09% |
$220K - $240K
|
28K
$725K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.55K- 1.24% |
$212K - $231K
|
679K
$17.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-8.52K- 3.96% |
$211K - $230K
|
207K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.2K- 17.64% |
$203K - $222K
|
38.3K
$991K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-7.5K- 17.39% |
$186K - $203K
|
35.6K
$923K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.19K- 30.96% |
$178K - $195K
|
16K
$416K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.75K- 2.09% |
$167K - $183K
|
316K
$8.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-6.67K- 2.4% |
$165K - $180K
|
271K
$7.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6.15K- 19.15% |
$152K - $166K
|
26K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.68K- 1.95% |
$141K - $154K
|
286K
$7.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.67K- 5.74% |
$140K - $153K
|
93.2K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.25K- 41.33% |
$130K - $142K
|
7.45K
$193K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.05K- 2.26% |
$125K - $137K
|
218K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.62K- 1.51% |
$114K - $125K
|
302K
$7.82M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-4.58K- 0.21% |
$113K - $124K
|
2.19M
$56.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.47K- 67.75% |
$111K - $121K
|
2.13K
$55.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-4.43K- 6.01% |
$110K - $120K
|
69.4K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.95K- 1.86% |
$97.8K - $107K
|
209K
$5.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.85K- 0.86% |
$95.3K - $104K
|
446K
$11.6M
|