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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-55.9K- 8.98% |
$1.38M - $1.51M
|
567K
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-52.2K- 3.41% |
$1.29M - $1.41M
|
1.48M
$37M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-44.4K- 2.13% |
$1.1M - $1.2M
|
2.04M
$51M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-25.8K- 2.87% |
$639K - $698K
|
873K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-13.2K- 11.78% |
$327K - $357K
|
99K
$2.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-11.1K- 3.89% |
$275K - $300K
|
274K
$6.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.05K- 12.78% |
$199K - $218K
|
55K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.64K- 12.86% |
$164K - $179K
|
45K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
New Capital Management LP
|
SELL
|
- |
-4.58K- 0.21% |
$113K - $124K
|
2.19M
$54.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.47K- 67.75% |
$111K - $121K
|
2.13K
$53.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.06K- 2.28% |
$100K - $110K
|
174K
$4.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.99K- 0.49% |
$73.9K - $80.7K
|
605K
$15.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-2.78K- 6.6% |
$68.9K - $75.2K
|
39.4K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-2.19K- 9.65% |
$54.2K - $59.2K
|
20.5K
$513K
|
|
|
Jan 02, 2025
Q4 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-1.44K- 0.58% |
$35.7K - $38.9K
|
247K
$6.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 41.26% |
$35.1K - $38.3K
|
2.02K
$50.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.15K- 0.42% |
$28.4K - $31K
|
272K
$6.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-489- 3.39% |
$12.1K - $13.2K
|
13.9K
$348K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-355- 21.36% |
$8.79K - $9.6K
|
1.31K
$32.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-355- 0.17% |
$8.79K - $9.6K
|
212K
$5.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-338- 2.69% |
$8.37K - $9.14K
|
12.2K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-125- 0.18% |
$3.1K - $3.38K
|
67.8K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
SELL
|
- |
-43- 0.11% |
$1.06K - $1.16K
|
37.9K
$949K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-40- 0.09% |
$990 - $1.08K
|
43.2K
$1.08M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.4M- 48.4% |
$34M - $38.2M
|
1.49M
$37.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.1M- 23.53% |
$26.7M - $30M
|
3.57M
$89.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03M- 99.96% |
$25M - $28.1M
|
421
$10.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-639K- 22.25% |
$15.5M - $17.4M
|
2.23M
$55.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-637K- 6.54% |
$15.5M - $17.4M
|
9.09M
$228M
|
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
SELL
|
- |
-529K- 95.95% |
$12.8M - $14.4M
|
22.3K
$558K
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-437K- 48.57% |
$10.6M - $11.9M
|
463K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-299K- 15.99% |
$7.25M - $8.14M
|
1.57M
$39.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-295K- 7.61% |
$7.18M - $8.05M
|
3.59M
$89.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-242K- 50.05% |
$5.88M - $6.59M
|
241K
$6.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-178K- 22.66% |
$4.32M - $4.84M
|
607K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-168K- 3.95% |
$4.09M - $4.59M
|
4.09M
$102M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-142K- 31.18% |
$3.46M - $3.88M
|
314K
$7.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-133K- 52.18% |
$3.23M - $3.63M
|
122K
$3.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
SELL
|
- |
-113K- 1.54% |
$2.74M - $3.07M
|
7.2M
$180M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-87.3K- 37.48% |
$2.12M - $2.38M
|
146K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-83.1K- 2.78% |
$2.02M - $2.26M
|
2.91M
$72.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-60.4K- 8.83% |
$1.47M - $1.65M
|
623K
$15.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-59.4K- 85.59% |
$1.44M - $1.62M
|
10K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-40.6K- 2.39% |
$986K - $1.11M
|
1.66M
$41.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-39.1K- 1.53% |
$950K - $1.07M
|
2.52M
$63.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38.3K- 14.66% |
$931K - $1.04M
|
223K
$5.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-32.7K- 11.89% |
$795K - $892K
|
242K
$6.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-27.5K- 47.14% |
$668K - $750K
|
30.9K
$772K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 6.83% |
$572K - $642K
|
321K
$8.04M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-22K- 2.25% |
$534K - $599K
|
954K
$23.9M
|
|