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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-718- 99.03% |
$15.3K - $16.5K
|
7
$169
|
|
Q4 2023 | |||||||
Jan 22, 2024
Q4 2023
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-212K- 95.93% |
$3.92M - $4.9M
|
9K
$217K
|
|
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
$448K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-32.8K- 14.46% |
$663K - $709K
|
194K
$4.67M
|
|
Jul 20, 2023
Q2 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-12.5K- 47.44% |
$253K - $271K
|
13.9K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.56K- 47.07% |
$173K - $185K
|
9.63K
$232K
|
|
Q1 2023 | |||||||
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-524K- 99.86% |
$10.4M - $12.5M
|
726
$17.5K
|
|
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
$675
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-233- 60.99% |
$4.62K - $5.57K
|
149
$3.59K
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 39.75% |
$247K - $286K
|
19.2K
$463K
|
|
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
|