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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
SELL
|
- |
-9.66K- 50.81% |
$235K - $263K
|
9.35K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-9.53K- 1.85% |
$231K - $260K
|
507K
$12.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-9.03K- 1.01% |
$219K - $246K
|
881K
$21.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9.03K- 3.18% |
$219K - $246K
|
275K
$6.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-8.47K- 20.86% |
$206K - $231K
|
32.1K
$796K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.24K- 31.26% |
$200K - $225K
|
18.1K
$449K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.23K- 1.07% |
$200K - $224K
|
760K
$18.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-8.14K- 2.1% |
$198K - $222K
|
380K
$9.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-7.76K- 18.07% |
$188K - $211K
|
35.2K
$871K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.51K- 7.68% |
$182K - $205K
|
90.3K
$2.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-6.52K- 3.53% |
$158K - $178K
|
178K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.46K- 14.24% |
$157K - $176K
|
38.9K
$964K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-5.91K- 25.68% |
$144K - $161K
|
17.1K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.68K- 0.5% |
$138K - $155K
|
1.13M
$28.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-5.43K- 30.64% |
$132K - $148K
|
12.3K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.07K- 9.1% |
$123K - $138K
|
50.7K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.06K- 1.38% |
$123K - $138K
|
362K
$8.98M
|
|
|
Oct 18, 2024
Q3 2024
|
Applied Capital LLC
|
SELL
|
- |
-4.99K- 7.17% |
$121K - $136K
|
64.7K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.71K- 5.39% |
$114K - $128K
|
82.6K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-4.37K- 16.06% |
$106K - $119K
|
22.9K
$567K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-4.35K- 1.12% |
$106K - $118K
|
385K
$9.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.28K- 1.69% |
$104K - $117K
|
249K
$6.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-4.28K- 1.66% |
$104K - $117K
|
253K
$6.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.26K- 8.48% |
$103K - $116K
|
46K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-4.2K- 5.82% |
$102K - $114K
|
67.9K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.08K- 5.29% |
$99K - $111K
|
73K
$1.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-4.05K- 7.67% |
$98.4K - $110K
|
48.8K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.04K- 1.0% |
$98.2K - $110K
|
398K
$9.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-4.03K- 3.92% |
$97.9K - $110K
|
98.7K
$2.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3.95K- 3.84% |
$95.9K - $108K
|
98.9K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.76K- 16.95% |
$91.4K - $103K
|
18.4K
$457K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.71K- 99.09% |
$90K - $101K
|
34
$843
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-3.48K- 0.99% |
$84.5K - $94.8K
|
346K
$8.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.47K- 0.9% |
$84.3K - $94.6K
|
382K
$9.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 0.09% |
$84K - $94.3K
|
3.78M
$93.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.45K- 28.23% |
$83.9K - $94.1K
|
8.78K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-3.35K- 7.8% |
$81.3K - $91.2K
|
39.6K
$981K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-3.23K- 4.93% |
$78.5K - $88.1K
|
62.4K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2.89K- 1.32% |
$70.1K - $78.7K
|
215K
$5.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.73K- 4.32% |
$66.2K - $74.3K
|
60.3K
$1.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.59K- 0.8% |
$63K - $70.6K
|
323K
$8M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-2.49K- 8.03% |
$60.5K - $67.9K
|
28.5K
$707K
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-2.21K- 0.82% |
$53.6K - $60.1K
|
266K
$6.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2.04K- 0.61% |
$49.5K - $55.5K
|
333K
$8.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.95K- 8.87% |
$47.3K - $53K
|
20K
$495K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.88K- 18.72% |
$45.6K - $51.2K
|
8.16K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.87K- 3.87% |
$45.4K - $50.9K
|
46.4K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.86K- 0.63% |
$45.1K - $50.6K
|
291K
$7.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.63K- 2.53% |
$39.7K - $44.5K
|
63K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.62K- 17.28% |
$39.3K - $44.1K
|
7.75K
$192K
|