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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-250K- 19.79% |
$5.68M - $6.43M
|
1.01M
$23.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
SELL
|
- |
-104K- 31.63% |
$2.35M - $2.67M
|
224K
$5.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-51.9K- 13.63% |
$1.18M - $1.34M
|
329K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Brown Financial Advisory
|
SELL
|
- |
-32.4K- 5.63% |
$736K - $834K
|
543K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-26.2K- 4.83% |
$596K - $676K
|
517K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-19.1K- 19.42% |
$433K - $491K
|
79.1K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14.2K- 6.56% |
$323K - $366K
|
202K
$4.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10.9K- 32.17% |
$248K - $281K
|
23K
$541K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-9.26K- 8.2% |
$210K - $238K
|
104K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-9.1K- 26.18% |
$207K - $234K
|
25.6K
$602K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.64K- 12.38% |
$151K - $171K
|
47K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-4.93K- 36.16% |
$112K - $127K
|
8.7K
$204K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-4.77K- 1.45% |
$108K - $123K
|
324K
$7.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.8K- 14.5% |
$86.4K - $98K
|
22.4K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-3.04K- 19.13% |
$69K - $78.2K
|
12.8K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.35K- 2.91% |
$53.4K - $60.5K
|
78.5K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2K- 10.76% |
$45.4K - $51.5K
|
16.6K
$389K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.74K- 4.72% |
$39.5K - $44.8K
|
35.1K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.63K- 12.08% |
$37.1K - $42K
|
11.9K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-1.29K- 0.52% |
$29.2K - $33.1K
|
245K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-869- 7.21% |
$19.7K - $22.4K
|
11.2K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-529- 21.12% |
$12K - $13.6K
|
1.98K
$46.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-429- 2.03% |
$9.75K - $11.1K
|
20.7K
$485K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-148- 0.27% |
$3.36K - $3.81K
|
55K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-121- 0.98% |
$2.75K - $3.12K
|
12.3K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-102- 0.34% |
$2.32K - $2.63K
|
30.2K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.03% |
$591 - $670
|
81.6K
$1.92M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-137K- 26.59% |
$3.01M - $3.58M
|
380K
$8.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-82.1K- 43.85% |
$1.8M - $2.14M
|
105K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-56.5K- 52.88% |
$1.24M - $1.47M
|
50.3K
$1.18M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-51.2K- 3.05% |
$1.12M - $1.33M
|
1.63M
$38.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-48.8K- 35.82% |
$1.07M - $1.27M
|
87.3K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-42K- 13.98% |
$921K - $1.09M
|
259K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-33.4K- 79.38% |
$731K - $868K
|
8.67K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-30.7K- 45.8% |
$672K - $798K
|
36.3K
$852K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-22K- 15.54% |
$482K - $573K
|
120K
$2.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-19.1K- 19.83% |
$419K - $498K
|
77.3K
$1.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-17.9K- 2.1% |
$392K - $466K
|
834K
$19.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-12.4K- 6.71% |
$272K - $323K
|
173K
$4.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-11.7K- 49.03% |
$257K - $305K
|
12.2K
$286K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-9.89K- 2.35% |
$217K - $257K
|
410K
$9.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-7.69K- 42.71% |
$168K - $200K
|
10.3K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-4.72K- 4.91% |
$104K - $123K
|
91.4K
$2.15M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.56K- 9.42% |
$100K - $119K
|
43.9K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.16K- 5.82% |
$91.1K - $108K
|
67.4K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-3.6K- 13.55% |
$78.9K - $93.7K
|
23K
$539K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.53K- 8.71% |
$77.2K - $91.8K
|
36.9K
$867K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-3.47K- 7.49% |
$76K - $90.2K
|
42.8K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
SELL
|
- |
-3.44K- 5.13% |
$75.5K - $89.6K
|
63.7K
$1.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 1.29% |
$69.5K - $82.5K
|
243K
$5.71M
|
|