Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.12M- 88.51% |
$79.1M - $88.4M
|
405K
$10.5M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-457K- 15.07% |
$11.6M - $13M
|
2.58M
$66.7M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-421K- 45.86% |
$10.7M - $11.9M
|
497K
$12.9M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-370K- 74.42% |
$9.39M - $10.5M
|
127K
$3.29M
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-312K- 85.26% |
$7.91M - $8.85M
|
53.9K
$1.39M
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-239K- 22.17% |
$6.05M - $6.77M
|
838K
$21.7M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-213K- 15.22% |
$5.39M - $6.03M
|
1.18M
$30.6M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-175K- 26.08% |
$4.45M - $4.98M
|
497K
$12.8M
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-170K- 11.11% |
$4.31M - $4.82M
|
1.36M
$35.1M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-104K- 23.94% |
$2.64M - $2.95M
|
331K
$8.54M
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-96.8K- 64.48% |
$2.46M - $2.75M
|
53.3K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-52.6K- 13.08% |
$1.33M - $1.49M
|
349K
$9.03M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50.4K- 2.96% |
$1.28M - $1.43M
|
1.65M
$42.6M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-45.9K- 5.84% |
$1.16M - $1.3M
|
739K
$19.1M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-35.8K- 2.83% |
$909K - $1.02M
|
1.23M
$31.8M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-34.4K- 0.96% |
$873K - $977K
|
3.56M
$92M
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-33.8K- 74.49% |
$856K - $958K
|
11.6K
$299K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-32.9K- 4.76% |
$834K - $933K
|
658K
$17M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.4K- 7.39% |
$746K - $834K
|
368K
$9.53M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-17K- 3.82% |
$430K - $481K
|
427K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-13.8K- 20.3% |
$349K - $390K
|
54K
$1.4M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-13.6K- 2.64% |
$345K - $386K
|
502K
$13M
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-13.5K- 3.67% |
$343K - $384K
|
355K
$9.19M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-13.4K- 68.74% |
$339K - $379K
|
6.07K
$157K
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-12.6K- 0.63% |
$320K - $358K
|
1.97M
$51M
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.2K- 1.75% |
$310K - $347K
|
687K
$17.7M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.7K- 22.0% |
$298K - $333K
|
41.6K
$1.08M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10.2K- 31.15% |
$259K - $289K
|
22.5K
$583K
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-10.1K- 0.52% |
$256K - $286K
|
1.93M
$49.8M
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 0.85% |
$187K - $209K
|
855K
$22.1M
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.52K- 6.37% |
$165K - $185K
|
95.9K
$2.48M
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-5.96K- 0.8% |
$151K - $169K
|
743K
$19.2M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.52K- 39.57% |
$140K - $157K
|
8.43K
$218K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.78K- 2.97% |
$121K - $135K
|
156K
$4.04M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.77K- 13.74% |
$121K - $135K
|
29.9K
$774K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.2K- 2.37% |
$107K - $119K
|
173K
$4.48M
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.17K- 1.06% |
$106K - $118K
|
390K
$10.1M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.02K- 6.27% |
$102K - $114K
|
60.1K
$1.55M
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.64K- 7.27% |
$66.8K - $74.8K
|
33.6K
$869K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.63K- 0.35% |
$66.8K - $74.7K
|
759K
$19.6M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.61K- 3.27% |
$66.1K - $73.9K
|
77K
$1.99M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.5K- 6.81% |
$63.3K - $70.8K
|
34.1K
$882K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.34K- 12.91% |
$59.4K - $66.4K
|
15.8K
$408K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.22K- 0.38% |
$56.3K - $63K
|
589K
$15.2M
|
|
Oct 08, 2024
Q3 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-2.21K- 10.02% |
$56K - $62.7K
|
19.8K
$513K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.28K- 4.65% |
$32.3K - $36.2K
|
26.2K
$676K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 9.94% |
$25.3K - $28.3K
|
9.05K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-787- 0.71% |
$20K - $22.3K
|
111K
$2.86M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-784- 1.88% |
$19.9K - $22.2K
|
41K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-720- 2.17% |
$18.3K - $20.4K
|
32.5K
$840K
|