Latest Institutional Sells of Dimensional ETF Tr (DFAU)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) 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 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-539K- 84.63% |
$21.2M - $22.8M
|
97.8K
$4.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-440K- 35.55% |
$17.3M - $18.6M
|
797K
$32.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-254K- 16.05% |
$9.98M - $10.8M
|
1.33M
$54.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-195K- 58.74% |
$7.65M - $8.26M
|
137K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-109K- 35.53% |
$4.29M - $4.64M
|
198K
$8.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-82.8K- 10.45% |
$3.25M - $3.51M
|
710K
$29.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-80.7K- 87.26% |
$3.17M - $3.42M
|
11.8K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-54.6K- 16.55% |
$2.14M - $2.31M
|
275K
$11.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-53K- 74.09% |
$2.08M - $2.25M
|
18.5K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-47.8K- 14.07% |
$1.88M - $2.02M
|
292K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-46.2K- 3.7% |
$1.82M - $1.96M
|
1.2M
$49.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43.9K- 4.37% |
$1.72M - $1.86M
|
962K
$39.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-40.5K- 1.1% |
$1.59M - $1.72M
|
3.64M
$150M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.9K- 6.33% |
$1.57M - $1.69M
|
591K
$24.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-39.8K- 9.9% |
$1.56M - $1.69M
|
363K
$15M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33.2K- 2.46% |
$1.3M - $1.41M
|
1.32M
$54.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29K- 3.74% |
$1.14M - $1.23M
|
746K
$30.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.7K- 27.66% |
$1.09M - $1.17M
|
72.5K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.9K- 2.09% |
$862K - $930K
|
1.03M
$42.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-18.6K- 16.24% |
$730K - $788K
|
95.8K
$3.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-15.6K- 14.37% |
$612K - $661K
|
92.9K
$3.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-14.1K- 28.53% |
$554K - $598K
|
35.4K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-13.7K- 49.12% |
$539K - $582K
|
14.2K
$587K
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
SELL
|
- |
-13.3K- 12.28% |
$524K - $566K
|
95.3K
$3.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.6K- 2.39% |
$457K - $493K
|
475K
$19.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-11.1K- 23.76% |
$434K - $469K
|
35.5K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-10.6K- 2.27% |
$415K - $448K
|
454K
$18.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-10K- 42.98% |
$394K - $425K
|
13.3K
$549K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.84K- 4.63% |
$386K - $417K
|
203K
$8.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-9.18K- 5.61% |
$361K - $389K
|
155K
$6.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.35K- 9.71% |
$328K - $354K
|
77.7K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.29K- 2.15% |
$286K - $309K
|
332K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-6.66K- 1.26% |
$261K - $282K
|
522K
$21.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-6.42K- 6.77% |
$252K - $272K
|
88.5K
$3.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-5.77K- 16.02% |
$226K - $244K
|
30.2K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.7K- 7.29% |
$224K - $241K
|
72.5K
$2.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-5.54K- 8.98% |
$217K - $235K
|
56.1K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-4.84K- 6.07% |
$190K - $205K
|
74.9K
$3.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.7K- 2.89% |
$185K - $199K
|
158K
$6.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.67K- 27.29% |
$183K - $198K
|
12.4K
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.6K- 0.87% |
$181K - $195K
|
521K
$21.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.31K- 7.31% |
$169K - $183K
|
54.6K
$2.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-4.21K- 2.35% |
$165K - $178K
|
175K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-4.21K- 3.22% |
$165K - $178K
|
126K
$5.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-4.12K- 10.6% |
$162K - $174K
|
34.7K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-3.88K- 5.12% |
$152K - $165K
|
71.9K
$2.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.7K- 28.49% |
$145K - $157K
|
9.3K
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.44K- 32.74% |
$135K - $146K
|
7.07K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-2.85K- 18.39% |
$112K - $121K
|
12.6K
$521K
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.84K- 0.56% |
$111K - $120K
|
508K
$21M
|