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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-2.74K- 3.61% |
$97.9K - $109K
|
73.1K
$2.97M
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.73K- 2.27% |
$97.7K - $108K
|
118K
$4.79M
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-2.64K- 6.84% |
$94.6K - $105K
|
36K
$1.46M
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.63K- 3.97% |
$94.3K - $105K
|
63.8K
$2.6M
|
|
Oct 23, 2024
Q3 2024
|
Chico Wealth Ria
|
SELL
|
- |
-2.63K- 1.69% |
$94.1K - $104K
|
153K
$6.21M
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-2.55K- 22.53% |
$91.4K - $101K
|
8.78K
$357K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.54K- 1.58% |
$91K - $101K
|
158K
$6.43M
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.49K- 15.94% |
$89.3K - $99K
|
13.2K
$536K
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-2.49K- 4.52% |
$89K - $98.7K
|
52.5K
$2.14M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-2.47K- 2.38% |
$88.4K - $98K
|
101K
$4.11M
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-2.41K- 1.81% |
$86.1K - $95.5K
|
130K
$5.31M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.34K- 1.35% |
$83.8K - $93K
|
171K
$6.95M
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-2.33K- 2.4% |
$83.5K - $92.6K
|
94.9K
$3.86M
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-2.08K- 12.97% |
$74.5K - $82.6K
|
14K
$568K
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-2.03K- 10.88% |
$72.5K - $80.4K
|
16.6K
$675K
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.85K- 0.98% |
$66.3K - $73.5K
|
188K
$7.64M
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.62K- 7.55% |
$57.8K - $64.1K
|
19.8K
$805K
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-1.57K- 2.07% |
$56.1K - $62.2K
|
74.2K
$3.02M
|
|
Oct 01, 2024
Q3 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-1.46K- 14.8% |
$52.4K - $58.1K
|
8.43K
$343K
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-1.45K- 7.87% |
$51.7K - $57.4K
|
16.9K
$689K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-1.44K- 0.23% |
$51.4K - $57K
|
626K
$25.5M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-1.43K- 2.71% |
$51.3K - $56.9K
|
51.5K
$2.1M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.43K- 5.16% |
$51.2K - $56.8K
|
26.3K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1.36K- 0.6% |
$48.6K - $53.9K
|
225K
$9.17M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-1.21K- 0.19% |
$43.2K - $47.9K
|
637K
$25.9M
|
|
Oct 28, 2024
Q3 2024
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-1.2K- 3.52% |
$43K - $47.7K
|
32.9K
$1.34M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.19K- 0.93% |
$42.7K - $47.4K
|
127K
$5.15M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-995- 10.09% |
$35.6K - $39.5K
|
8.87K
$361K
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-970- 1.41% |
$34.7K - $38.5K
|
67.7K
$2.75M
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-937- 1.05% |
$33.5K - $37.2K
|
88.2K
$3.59M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-866- 24.3% |
$31K - $34.4K
|
2.7K
$110K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-838- 7.38% |
$30K - $33.3K
|
10.5K
$428K
|
|
Nov 15, 2024
Q3 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-703- 0.38% |
$25.2K - $27.9K
|
185K
$7.52M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-701- 6.84% |
$25.1K - $27.8K
|
9.55K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-690- 1.77% |
$24.7K - $27.4K
|
38.3K
$1.56M
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
SELL
|
- |
-545- 17.83% |
$19.5K - $21.6K
|
2.51K
$102K
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-532- 1.97% |
$19K - $21.1K
|
26.5K
$1.08M
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-519- 4.05% |
$18.6K - $20.6K
|
12.3K
$501K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-500- 5.01% |
$17.9K - $19.8K
|
9.48K
$386K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-499- 3.4% |
$17.9K - $19.8K
|
14.2K
$576K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-490- 13.71% |
$17.5K - $19.4K
|
3.08K
$126K
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-435- 0.22% |
$15.6K - $17.3K
|
199K
$8.09M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-329- 42.84% |
$11.8K - $13.1K
|
439
$17.9K
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-320- 2.87% |
$11.5K - $12.7K
|
10.8K
$440K
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-310- 3.98% |
$11.1K - $12.3K
|
7.48K
$305K
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-310- 3.18% |
$11.1K - $12.3K
|
9.44K
$384K
|
|
Oct 18, 2024
Q3 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-299- 0.09% |
$10.7K - $11.9K
|
324K
$13.2M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-281- 0.72% |
$10.1K - $11.2K
|
38.8K
$1.58M
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-255- 17.5% |
$9.13K - $10.1K
|
1.2K
$48.9K
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-238- 1.09% |
$8.52K - $9.45K
|
21.6K
$877K
|