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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-70- 0.41% |
$1.7K - $1.91K
|
16.9K
$423K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-52- 0.14% |
$1.26K - $1.42K
|
36.9K
$923K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-43- 0.34% |
$1.04K - $1.17K
|
12.6K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-17- 1.01% |
$413 - $463
|
1.66K
$41.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-7- 0.01% |
$170 - $191
|
113K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-5- 0.04% |
$121 - $136
|
12K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1- 0.01% |
$24.3 - $27.3
|
14.9K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- -0.0% |
$24.3 - $27.3
|
109K
$2.73M
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-299K- 2.59% |
$7.34M - $7.88M
|
11.2M
$281M
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-14.3K- 29.32% |
$352K - $378K
|
34.6K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 4.52% |
$246K - $264K
|
211K
$5.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-8.55K- 17.57% |
$210K - $225K
|
40.1K
$1M
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6.96K- 15.25% |
$171K - $183K
|
38.7K
$968K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.91K- 75.6% |
$170K - $182K
|
2.23K
$55.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.54K- 39.86% |
$161K - $172K
|
9.86K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-3.91K- 11.04% |
$96K - $103K
|
31.5K
$788K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 42.54% |
$92.2K - $98.9K
|
5.07K
$127K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.62K- 51.26% |
$88.8K - $95.3K
|
3.44K
$86K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.01K- 17.75% |
$73.8K - $79.2K
|
13.9K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.66K- 18.47% |
$65.3K - $70.1K
|
11.7K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.8K- 16.78% |
$44.2K - $47.4K
|
8.93K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 37.97% |
$31.4K - $33.7K
|
2.09K
$52.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.17K- 7.48% |
$28.8K - $30.9K
|
14.5K
$363K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-597- 4.67% |
$14.7K - $15.7K
|
12.2K
$305K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-518- 5.35% |
$12.7K - $13.7K
|
9.17K
$229K
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-500- 0.16% |
$12.3K - $13.2K
|
313K
$7.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-473- 7.04% |
$11.6K - $12.5K
|
6.25K
$156K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-351- 0.51% |
$8.62K - $9.25K
|
68K
$1.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-259- 1.44% |
$6.36K - $6.83K
|
17.7K
$443K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-218- 0.93% |
$5.36K - $5.75K
|
23.3K
$582K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-200- 0.76% |
$4.91K - $5.27K
|
26.2K
$655K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-196Closed |
$4.82K - $5.17K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-193- 0.58% |
$4.74K - $5.09K
|
33.1K
$829K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-95- 0.14% |
$2.33K - $2.5K
|
67.2K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-40- 11.2% |
$983 - $1.05K
|
317
$7.93K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-35- 0.07% |
$860 - $923
|
49.8K
$1.25M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-17- 0.04% |
$418 - $448
|
41.8K
$1.05M
|
|
| Q1 2024 | |||||||
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-34.9K- 80.55% |
$818K - $889K
|
8.44K
$211K
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19K- 10.86% |
$446K - $484K
|
156K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.4K- 94.06% |
$408K - $444K
|
1.1K
$27.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.1K- 25.85% |
$260K - $282K
|
31.8K
$797K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-7.5K- 44.76% |
$176K - $191K
|
9.26K
$232K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.86K- 70.93% |
$67.1K - $72.9K
|
1.17K
$29.4K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.62K- 31.25% |
$61.5K - $66.8K
|
5.77K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.61K- 3.7% |
$61.1K - $66.4K
|
67.9K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.31K- 18.15% |
$54.1K - $58.8K
|
10.4K
$261K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 19.93% |
$51K - $55.4K
|
8.74K
$219K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-330- 1.3% |
$7.73K - $8.4K
|
25K
$626K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-288- 0.52% |
$6.74K - $7.33K
|
55.2K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-243- 0.24% |
$5.69K - $6.18K
|
102K
$2.55M
|
|