Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFAR)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFAR) 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
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-137K- 26.59% |
$3.01M - $3.58M
|
380K
$9.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-134K- 9.58% |
$2.93M - $3.48M
|
1.26M
$30.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-82.1K- 43.85% |
$1.8M - $2.14M
|
105K
$2.52M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.5K- 52.88% |
$1.24M - $1.47M
|
50.3K
$1.21M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51.2K- 3.05% |
$1.12M - $1.33M
|
1.63M
$39.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.8K- 35.82% |
$1.07M - $1.27M
|
87.3K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-42K- 13.98% |
$921K - $1.09M
|
259K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 79.38% |
$731K - $868K
|
8.67K
$208K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.7K- 45.8% |
$672K - $798K
|
36.3K
$871K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22K- 15.54% |
$482K - $573K
|
120K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-19.1K- 58.41% |
$419K - $498K
|
13.6K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-19.1K- 19.83% |
$419K - $498K
|
77.3K
$1.86M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-17.9K- 2.1% |
$392K - $466K
|
834K
$20M
|
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-17.9K- 24.97% |
$391K - $465K
|
53.7K
$1.29M
|
|
|
Oct 24, 2024
Q3 2024
|
Brown Financial Advisory
|
SELL
|
- |
-16.4K- 2.77% |
$360K - $427K
|
576K
$13.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12.4K- 6.71% |
$272K - $323K
|
173K
$4.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-12.3K- 13.08% |
$269K - $320K
|
81.7K
$1.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-11.7K- 49.03% |
$257K - $305K
|
12.2K
$292K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.89K- 2.35% |
$217K - $257K
|
410K
$9.85M
|
|
|
Oct 02, 2024
Q3 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-9.02K- 22.96% |
$198K - $235K
|
30.3K
$727K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-7.79K- 32.91% |
$171K - $203K
|
15.9K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$248K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-6.71K- 2.01% |
$147K - $175K
|
328K
$7.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.24K- 2.8% |
$137K - $162K
|
216K
$5.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.72K- 4.91% |
$104K - $123K
|
91.4K
$2.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 9.42% |
$100K - $119K
|
43.9K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.16K- 5.82% |
$91.1K - $108K
|
67.4K
$1.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4K- 4.71% |
$87.6K - $104K
|
80.9K
$1.94M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.73K- 21.67% |
$81.8K - $97.2K
|
13.5K
$324K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.6K- 13.55% |
$78.9K - $93.7K
|
23K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 8.71% |
$77.2K - $91.8K
|
36.9K
$887K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.47K- 7.49% |
$76K - $90.2K
|
42.8K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-3.44K- 5.13% |
$75.5K - $89.6K
|
63.7K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.23K- 8.67% |
$70.7K - $83.9K
|
34K
$815K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 1.29% |
$69.5K - $82.5K
|
243K
$5.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.15K- 3.88% |
$69.1K - $82.1K
|
78.1K
$1.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-3.01K- 4.09% |
$65.9K - $78.2K
|
70.4K
$1.69M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.63K- 0.49% |
$35.7K - $42.5K
|
329K
$7.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.47K- 1.28% |
$32.1K - $38.2K
|
113K
$2.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.43K- 0.58% |
$31.3K - $37.1K
|
246K
$5.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.14K- 3.01% |
$24.9K - $29.6K
|
36.6K
$880K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.14K- 9.78% |
$24.9K - $29.6K
|
10.5K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.06K- 2.79% |
$23.2K - $27.5K
|
36.8K
$884K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1K- 5.11% |
$21.9K - $26K
|
18.6K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-928- 4.82% |
$20.3K - $24.2K
|
18.3K
$440K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-913- 2.17% |
$20K - $23.8K
|
41.1K
$987K
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-641- 2.39% |
$14K - $16.7K
|
26.2K
$630K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-553- 0.48% |
$12.1K - $14.4K
|
114K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-520- 2.97% |
$11.4K - $13.5K
|
17K
$409K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-499- 4.73% |
$10.9K - $13K
|
10.1K
$241K
|