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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-488- 0.27% |
$10.7K - $12.7K
|
180K
$4.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-462- 0.47% |
$10.1K - $12K
|
98.1K
$2.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-417- 1.56% |
$9.14K - $10.9K
|
26.4K
$633K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-417- 3.34% |
$9.14K - $10.9K
|
12.1K
$290K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-387- 2.97% |
$8.48K - $10.1K
|
12.7K
$304K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-352- 3.08% |
$7.71K - $9.16K
|
11.1K
$266K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-300- 1.66% |
$6.57K - $7.81K
|
17.7K
$426K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-297- 0.35% |
$6.51K - $7.73K
|
84.7K
$2.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-177- 48.49% |
$3.88K - $4.61K
|
188
$4.51K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-164- 1.31% |
$3.59K - $4.27K
|
12.4K
$297K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-151- 42.06% |
$3.31K - $3.93K
|
208
$4.99K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-94- 0.1% |
$2.06K - $2.45K
|
93.7K
$2.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-82- 0.39% |
$1.8K - $2.13K
|
21.1K
$506K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-66- 0.44% |
$1.45K - $1.72K
|
14.8K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-35- 0.02% |
$767 - $911
|
145K
$3.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 0.55% |
$548 - $651
|
4.54K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 3.21% |
$351 - $416
|
483
$11.6K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-80.6K- 83.15% |
$1.64M - $1.79M
|
16.3K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-7.96K- 15.47% |
$163K - $177K
|
43.5K
$1.04M
|
|
|
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
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 88.29% |
$71.1K - $77.4K
|
462
$11.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.67K- 14.45% |
$34.2K - $37.2K
|
9.91K
$238K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-13.8K- 53.44% |
$294K - $317K
|
12K
$289K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-718- 99.03% |
$15.3K - $16.5K
|
7
$168
|
|
| Q4 2023 | |||||||
|
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-212K- 95.93% |
$3.92M - $4.9M
|
9K
$216K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-10.4K- 96.73% |
$193K - $241K
|
353
$8.48K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-4.25K- 7.17% |
$81.8K - $94.9K
|
54.9K
$1.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-901- 4.62% |
$17.4K - $20.1K
|
18.6K
$446K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-32.8K- 14.46% |
$663K - $709K
|
194K
$4.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-12.5K- 47.44% |
$253K - $271K
|
13.9K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.56K- 47.07% |
$173K - $185K
|
9.63K
$231K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-524K- 99.86% |
$10.4M - $12.5M
|
726
$17.4K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-20KClosed |
$396K - $478K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.05K- 99.31% |
$80.2K - $96.8K
|
28
$672
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-233- 60.99% |
$4.62K - $5.57K
|
149
$3.58K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 39.75% |
$247K - $286K
|
19.2K
$462K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-81- 12.44% |
$1.58K - $1.82K
|
570
$13.7K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.02KClosed |
$123K - $156K
|
0
$0
|
|