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 |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.19M- 37.98% |
$27.9M - $30.3M
|
1.94M
$49.4M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.01M- 62.42% |
$23.5M - $25.6M
|
605K
$15.4M
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1M- 97.72% |
$23.5M - $25.5M
|
23.5K
$597K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-533K- 84.68% |
$12.5M - $13.6M
|
96.4K
$2.45M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-135K- 16.21% |
$3.16M - $3.43M
|
697K
$17.7M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 11.66% |
$3.11M - $3.38M
|
1.01M
$25.6M
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-130K- 13.6% |
$3.04M - $3.3M
|
824K
$20.9M
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-115K- 0.98% |
$2.69M - $2.92M
|
11.5M
$293M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-90.5K- 25.32% |
$2.12M - $2.3M
|
267K
$6.79M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-88.2K- 52.04% |
$2.07M - $2.24M
|
81.3K
$2.07M
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-82.8K- 65.57% |
$1.94M - $2.11M
|
43.5K
$1.11M
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-71.6K- 8.63% |
$1.68M - $1.82M
|
758K
$19.3M
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-70.6K- 66.16% |
$1.65M - $1.8M
|
36.1K
$917K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-63.8K- 6.1% |
$1.49M - $1.62M
|
982K
$25M
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63.5K- 1.64% |
$1.49M - $1.62M
|
3.8M
$96.6M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-58.8K- 11.01% |
$1.38M - $1.5M
|
475K
$12.1M
|
|
Apr 29, 2024
Q1 2024
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-46.3K- 7.3% |
$1.08M - $1.18M
|
588K
$14.9M
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-42.6K- 13.91% |
$998K - $1.08M
|
264K
$6.7M
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-41.5K- 27.72% |
$973K - $1.06M
|
108K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-37.2K- 2.33% |
$871K - $946K
|
1.56M
$39.6M
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36.6K- 30.04% |
$858K - $932K
|
85.3K
$2.17M
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-34.9K- 80.55% |
$818K - $889K
|
8.44K
$214K
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-34.9K- 1.21% |
$817K - $888K
|
2.84M
$72.1M
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-34K- 2.64% |
$795K - $864K
|
1.25M
$31.9M
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-33.9K- 3.7% |
$794K - $863K
|
883K
$22.5M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.8K- 1.02% |
$792K - $860K
|
3.28M
$83.4M
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-33.3K- 0.84% |
$779K - $846K
|
3.91M
$99.5M
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-31.7K- 10.67% |
$742K - $806K
|
265K
$6.74M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.3K- 1.77% |
$709K - $770K
|
1.68M
$42.8M
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-28.9K- 2.73% |
$676K - $735K
|
1.03M
$26.2M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-27.6K- 1.71% |
$647K - $703K
|
1.59M
$40.3M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-25.7K- 6.02% |
$602K - $654K
|
402K
$10.2M
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-19K- 10.86% |
$446K - $484K
|
156K
$3.97M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-18.5K- 2.66% |
$432K - $470K
|
675K
$17.2M
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-18K- 3.73% |
$423K - $459K
|
466K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 24.09% |
$417K - $453K
|
56.1K
$1.43M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-17.4K- 94.06% |
$408K - $444K
|
1.1K
$28K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-17K- 0.46% |
$399K - $433K
|
3.68M
$93.6M
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.5K- 3.26% |
$363K - $394K
|
460K
$11.7M
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-15.5K- 39.69% |
$362K - $394K
|
23.5K
$597K
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
SELL
|
- |
-14.5K- 5.57% |
$339K - $368K
|
246K
$6.25M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-14.2K- 37.23% |
$333K - $362K
|
24K
$610K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-13.8K- 2.52% |
$322K - $350K
|
532K
$13.5M
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-12.6K- 0.94% |
$295K - $320K
|
1.33M
$33.7M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.7K- 89.97% |
$274K - $298K
|
1.31K
$33.2K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-11.1K- 25.85% |
$260K - $282K
|
31.8K
$809K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.7K- 2.65% |
$251K - $273K
|
395K
$10M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 1.16% |
$251K - $272K
|
911K
$23.2M
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-10.3K- 1.84% |
$241K - $262K
|
549K
$13.9M
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-8.06K- 4.24% |
$189K - $205K
|
182K
$4.62M
|