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
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-3.85K- 19.11% |
$95.3K - $104K
|
16.3K
$422K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.65K- 0.48% |
$90.3K - $98.6K
|
756K
$19.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
SELL
|
- |
-3.44K- 5.32% |
$85.2K - $93.1K
|
61.2K
$1.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.19K- 8.06% |
$78.9K - $86.2K
|
36.4K
$943K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-3.04K- 7.27% |
$75.2K - $82.1K
|
38.7K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-2.98K- 0.3% |
$73.8K - $80.6K
|
1M
$26M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.9K- 7.84% |
$71.8K - $78.4K
|
34.1K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.89K- 0.29% |
$71.4K - $78K
|
993K
$25.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.88K- 8.59% |
$71.2K - $77.8K
|
30.6K
$793K
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.78K- 6.6% |
$68.9K - $75.2K
|
39.4K
$1.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.7K- 13.37% |
$66.8K - $73K
|
17.5K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.63K- 99.47% |
$65.1K - $71.1K
|
14
$363
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.61K- 0.64% |
$64.6K - $70.6K
|
406K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.28K- 1.56% |
$56.5K - $61.7K
|
144K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.2K- 1.58% |
$54.5K - $59.5K
|
137K
$3.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.19K- 9.65% |
$54.2K - $59.2K
|
20.5K
$532K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
SELL
|
- |
-2.03K- 0.59% |
$50.3K - $54.9K
|
344K
$8.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.97K- 5.6% |
$48.7K - $53.2K
|
33.2K
$860K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.76K- 4.97% |
$43.6K - $47.6K
|
33.7K
$873K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.74K- 4.8% |
$43K - $46.9K
|
34.4K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.66K- 2.28% |
$41.2K - $45K
|
71.3K
$1.85M
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.44K- 0.58% |
$35.7K - $38.9K
|
247K
$6.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.42K- 2.91% |
$35.2K - $38.4K
|
47.3K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 41.26% |
$35.1K - $38.3K
|
2.02K
$52.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.25K- 3.26% |
$31K - $33.8K
|
37.1K
$962K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.09K- 0.07% |
$27K - $29.5K
|
1.52M
$39.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.07K- 6.28% |
$26.6K - $29K
|
16K
$416K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.07K- 5.88% |
$26.4K - $28.8K
|
17.1K
$442K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1.04K- 6.54% |
$25.8K - $28.1K
|
14.9K
$386K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-934- 10.09% |
$23.1K - $25.3K
|
8.32K
$216K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-846- 3.25% |
$20.9K - $22.9K
|
25.2K
$653K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-750- 5.17% |
$18.6K - $20.3K
|
13.8K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-732- 0.13% |
$18.1K - $19.8K
|
555K
$14.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-691- 1.21% |
$17.1K - $18.7K
|
56.5K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-591- 0.84% |
$14.6K - $16K
|
69.4K
$1.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-589- 10.2% |
$14.6K - $15.9K
|
5.18K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-571- 3.69% |
$14.1K - $15.4K
|
14.9K
$386K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-569- 2.85% |
$14.1K - $15.4K
|
19.4K
$504K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-552- 0.26% |
$13.7K - $14.9K
|
210K
$5.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-504- 6.54% |
$12.5K - $13.6K
|
7.2K
$187K
|
|
|
Feb 07, 2025
Q4 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-474- 0.1% |
$11.7K - $12.8K
|
464K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-422- 4.92% |
$10.4K - $11.4K
|
8.16K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-416- 1.08% |
$10.3K - $11.2K
|
38.2K
$991K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-410- 0.99% |
$10.2K - $11.1K
|
40.8K
$1.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-408- 0.24% |
$10.1K - $11K
|
168K
$4.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-370- 0.26% |
$9.16K - $10K
|
140K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-366- 0.09% |
$9.06K - $9.9K
|
401K
$10.4M
|
|
|
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
$33.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-342- 0.88% |
$8.47K - $9.25K
|
38.5K
$999K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-331- 1.65% |
$8.2K - $8.95K
|
19.7K
$512K
|