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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-357K- 71.09% |
$7.28M - $7.93M
|
145K
$3.63M
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-133K- 7.36% |
$2.72M - $2.96M
|
1.68M
$42M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121K- 53.19% |
$2.48M - $2.7M
|
107K
$2.67M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-95.9K- 40.4% |
$1.96M - $2.13M
|
142K
$3.55M
|
|
Aug 06, 2024
Q2 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-86.8K- 72.58% |
$1.77M - $1.93M
|
32.8K
$821K
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-80.6K- 83.15% |
$1.64M - $1.79M
|
16.3K
$409K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-74.8K- 12.63% |
$1.53M - $1.66M
|
517K
$12.9M
|
|
Jul 25, 2024
Q2 2024
|
Brown Financial Advisory
|
SELL
|
- |
-55.3K- 8.54% |
$1.13M - $1.23M
|
592K
$14.8M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-49.8K- 30.34% |
$1.02M - $1.11M
|
114K
$2.87M
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-41.4K- 63.4% |
$844K - $920K
|
23.9K
$598K
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.3K- 27.06% |
$680K - $741K
|
89.9K
$2.25M
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-27.6K- 29.1% |
$563K - $613K
|
67.2K
$1.68M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-26.1K- 19.21% |
$534K - $581K
|
110K
$2.76M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.8K- 7.67% |
$464K - $506K
|
274K
$6.86M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.7K- 10.92% |
$341K - $371K
|
136K
$3.41M
|
|
Jul 15, 2024
Q2 2024
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-15.3K- 4.18% |
$313K - $341K
|
351K
$8.8M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-14.7K- 42.91% |
$300K - $327K
|
19.6K
$491K
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-14K- 34.44% |
$285K - $310K
|
26.6K
$666K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-13.4K- 15.77% |
$273K - $297K
|
71.5K
$1.79M
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-12K- 2.36% |
$245K - $266K
|
496K
$12.4M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.8K- 12.21% |
$241K - $262K
|
84.9K
$2.13M
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-9.73K- 4.94% |
$199K - $216K
|
187K
$4.69M
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-7.96K- 15.47% |
$163K - $177K
|
43.5K
$1.09M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-5.61KClosed |
$114K - $125K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.14K- 4.83% |
$84.4K - $92K
|
81.5K
$2.04M
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.54K- 17.04% |
$72.3K - $78.7K
|
17.2K
$432K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.5K- 10.56% |
$71.5K - $77.8K
|
29.7K
$743K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 88.29% |
$71.1K - $77.4K
|
462
$11.6K
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.33K- 1.34% |
$68K - $74.1K
|
246K
$6.17M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3.33K- 18.26% |
$68K - $74K
|
14.9K
$373K
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.18K- 11.85% |
$64.9K - $70.7K
|
23.7K
$593K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-2.63K- 19.95% |
$53.7K - $58.5K
|
10.6K
$264K
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.11K- 12.54% |
$43K - $46.9K
|
14.7K
$369K
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2K- 9.99% |
$40.8K - $44.5K
|
18K
$452K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.92K- 9.89% |
$39.3K - $42.8K
|
17.5K
$439K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.67K- 14.45% |
$34.2K - $37.2K
|
9.91K
$248K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.1K- 75.46% |
$22.5K - $24.5K
|
359
$8.99K
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-756- 3.45% |
$15.4K - $16.8K
|
21.2K
$530K
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-505- 1.32% |
$10.3K - $11.2K
|
37.9K
$949K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-497- 0.53% |
$10.1K - $11K
|
94K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-438- 0.69% |
$8.94K - $9.74K
|
62.8K
$1.57M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-416- 0.62% |
$8.49K - $9.25K
|
66.9K
$1.68M
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-379- 0.41% |
$7.74K - $8.43K
|
92.1K
$2.31M
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-358- 0.11% |
$7.31K - $7.96K
|
334K
$8.38M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-321- 6.66% |
$6.55K - $7.14K
|
4.5K
$113K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-290- 2.83% |
$5.92K - $6.45K
|
9.96K
$250K
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-270- 2.12% |
$5.51K - $6K
|
12.5K
$313K
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-162- 0.23% |
$3.31K - $3.6K
|
71.5K
$1.79M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-113- 0.52% |
$2.31K - $2.51K
|
21.6K
$542K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-95- 0.02% |
$1.94K - $2.11K
|
420K
$10.5M
|