Latest Institutional Sells of Dimensional ETF Tr (DFAX)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAX) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.4M- 48.4% |
$34M - $38.2M
|
1.49M
$37.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.1M- 23.53% |
$26.7M - $30M
|
3.57M
$90.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03M- 99.96% |
$25M - $28.1M
|
421
$10.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-639K- 22.25% |
$15.5M - $17.4M
|
2.23M
$56.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637K- 6.54% |
$15.5M - $17.4M
|
9.09M
$229M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-529K- 95.95% |
$12.8M - $14.4M
|
22.3K
$562K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-437K- 48.57% |
$10.6M - $11.9M
|
463K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 15.99% |
$7.25M - $8.14M
|
1.57M
$39.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-295K- 7.61% |
$7.18M - $8.05M
|
3.59M
$90.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-242K- 50.05% |
$5.88M - $6.59M
|
241K
$6.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-178K- 22.66% |
$4.32M - $4.84M
|
607K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-168K- 3.95% |
$4.09M - $4.59M
|
4.09M
$103M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-142K- 31.18% |
$3.46M - $3.88M
|
314K
$7.92M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133K- 52.18% |
$3.23M - $3.63M
|
122K
$3.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-113K- 1.54% |
$2.74M - $3.07M
|
7.2M
$182M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-87.3K- 37.48% |
$2.12M - $2.38M
|
146K
$3.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83.1K- 2.78% |
$2.02M - $2.26M
|
2.91M
$73.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.4K- 8.83% |
$1.47M - $1.65M
|
623K
$15.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.4K- 85.59% |
$1.44M - $1.62M
|
10K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.9K- 2.11% |
$1.09M - $1.22M
|
2.08M
$52.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-40.6K- 2.39% |
$986K - $1.11M
|
1.66M
$41.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-39.1K- 1.53% |
$950K - $1.07M
|
2.52M
$63.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38.3K- 14.66% |
$931K - $1.04M
|
223K
$5.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-32.7K- 11.89% |
$795K - $892K
|
242K
$6.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-27.5K- 47.14% |
$668K - $750K
|
30.9K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 6.83% |
$572K - $642K
|
321K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22K- 2.25% |
$534K - $599K
|
954K
$24.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
SELL
|
- |
-22K- 0.53% |
$534K - $599K
|
4.16M
$105M
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-21K- 4.97% |
$510K - $572K
|
401K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20.9K- 0.4% |
$508K - $570K
|
5.16M
$130M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.6K- 7.67% |
$428K - $480K
|
212K
$5.35M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-17.5K- 1.91% |
$426K - $478K
|
899K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-16.4K- 1.23% |
$398K - $446K
|
1.31M
$33M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-16K- 2.87% |
$388K - $435K
|
539K
$13.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-15.6K- 17.1% |
$379K - $425K
|
75.6K
$1.91M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.2K- 0.98% |
$369K - $414K
|
1.53M
$38.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-15.1K- 6.36% |
$367K - $412K
|
222K
$5.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-14.3K- 3.8% |
$347K - $389K
|
362K
$9.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-13.1K- 14.15% |
$319K - $358K
|
79.6K
$2.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-11.7K- 1.89% |
$285K - $319K
|
608K
$15.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Greenspring Advisors, LLC
|
SELL
|
- |
-11.6K- 0.58% |
$282K - $316K
|
2.01M
$50.6M
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-11.4K- 2.82% |
$276K - $310K
|
393K
$9.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-11.2K- 0.85% |
$272K - $306K
|
1.31M
$33.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-11.1K- 0.34% |
$270K - $302K
|
3.26M
$82.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-10.8K- 11.69% |
$261K - $293K
|
81.3K
$2.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-10.5K- 6.34% |
$256K - $287K
|
156K
$3.93M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-10.5K- 2.24% |
$255K - $286K
|
458K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 30.25% |
$245K - $275K
|
23.2K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.91K- 0.84% |
$241K - $270K
|
1.17M
$29.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-9.77K- 0.96% |
$237K - $266K
|
1.01M
$25.4M
|