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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-82.9K- 90.14% |
$2.34M - $2.57M
|
9.07K
$369K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.03K- 43.6% |
$199K - $218K
|
9.09K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-5.55K- 37.78% |
$157K - $172K
|
9.13K
$372K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.98KClosed |
$84K - $92.2K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-859- 1.75% |
$24.3K - $26.6K
|
48.3K
$1.97M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-667- 5.82% |
$18.8K - $20.7K
|
10.8K
$440K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-35- 1.17% |
$940 - $1.04K
|
2.96K
$121K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-18.5K- 75.94% |
$466K - $532K
|
5.85K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-3.27K- 19.95% |
$82.5K - $94.2K
|
13.1K
$534K
|
|
| Q3 2022 | |||||||
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-821K- 87.1% |
$20.6M - $24.7M
|
122K
$4.95M
|
|
|
Oct 26, 2022
Q3 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-254K- 76.32% |
$6.39M - $7.66M
|
78.8K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-101K- 52.26% |
$2.54M - $3.05M
|
92.4K
$3.76M
|
|
|
Oct 20, 2022
Q3 2022
|
Northland Capital Management LLC
|
SELL
|
- |
-24.3K- 7.56% |
$611K - $732K
|
297K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.89K- 25.29% |
$72.7K - $87.1K
|
8.54K
$348K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-2.1K- 17.15% |
$52.8K - $63.3K
|
10.1K
$413K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.47K- 86.64% |
$37K - $44.4K
|
227
$9.24K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.3MClosed |
$59.1M - $73.1M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-179KClosed |
$4.59M - $5.67M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.2KClosed |
$313K - $388K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$306K - $379K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-8.94KClosed |
$230K - $284K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-6.83KClosed |
$176K - $217K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.33K- 10.58% |
$34.2K - $42.4K
|
11.3K
$459K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-485- 4.7% |
$12.5K - $15.4K
|
9.84K
$401K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-34Closed |
$873 - $1.08K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-15.1KClosed |
$441K - $503K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9KClosed |
$263K - $299K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.32KClosed |
$243K - $276K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.45KClosed |
$188K - $214K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-5.25K- 54.96% |
$153K - $174K
|
4.3K
$175K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-900Closed |
$26.3K - $29.9K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-900Closed |
$26.3K - $29.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-33Closed |
$963 - $1.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-31Closed |
$905 - $1.03K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1Closed |
$29.2 - $33.2
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-1.46MClosed |
$44M - $48.3M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-404KClosed |
$12.2M - $13.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13KClosed |
$391K - $429K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.19KClosed |
$35.9K - $39.4K
|
0
$0
|
|