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 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.7K- 1.16% |
$251K - $272K
|
911K
$23.3M
|
|
Apr 29, 2024
Q1 2024
|
Grunden Financial Advisory, Inc.
Denton, TX |
SELL
|
- |
-10.3K- 1.84% |
$241K - $262K
|
549K
$14M
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-8.06K- 4.24% |
$189K - $205K
|
182K
$4.64M
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
SELL
|
- |
-7.94K- 2.21% |
$186K - $202K
|
351K
$8.95M
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-7.9K- 4.59% |
$185K - $201K
|
164K
$4.19M
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-6.41K- 3.52% |
$150K - $163K
|
176K
$4.48M
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-6.12K- 0.15% |
$143K - $156K
|
4.19M
$107M
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-5.8K- 1.4% |
$136K - $148K
|
409K
$10.4M
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-5.69K- 5.96% |
$133K - $145K
|
89.7K
$2.29M
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.62K- 0.88% |
$132K - $143K
|
631K
$16.1M
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.34K- 92.86% |
$125K - $136K
|
411
$10.5K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.08K- 1.67% |
$119K - $129K
|
298K
$7.62M
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.58K- 0.85% |
$107K - $117K
|
533K
$13.6M
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-4.43K- 1.03% |
$104K - $113K
|
425K
$10.9M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.37K- 1.16% |
$102K - $111K
|
371K
$9.46M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.27K- 16.59% |
$99.9K - $109K
|
21.4K
$547K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.22K- 7.52% |
$98.8K - $107K
|
51.9K
$1.32M
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
SELL
|
- |
-4.06K- 3.33% |
$95.2K - $103K
|
118K
$3.01M
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-3.83K- 1.27% |
$89.8K - $97.5K
|
298K
$7.61M
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.8K- 1.38% |
$89.1K - $96.8K
|
273K
$6.96M
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.73K- 31.86% |
$87.3K - $94.9K
|
7.97K
$203K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 1.1% |
$85.4K - $92.8K
|
327K
$8.34M
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.48K- 20.28% |
$81.4K - $88.5K
|
13.7K
$349K
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-3.44K- 8.24% |
$80.5K - $87.5K
|
38.3K
$977K
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-3.06K- 2.68% |
$71.7K - $78K
|
111K
$2.84M
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.89K- 19.25% |
$67.6K - $73.5K
|
12.1K
$309K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.87K- 0.95% |
$67.1K - $72.9K
|
298K
$7.61M
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2.86K- 70.93% |
$67.1K - $72.9K
|
1.17K
$30K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2.65K- 0.06% |
$62K - $67.4K
|
4.5M
$115M
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-2.62K- 31.25% |
$61.5K - $66.8K
|
5.77K
$147K
|
|
Apr 24, 2024
Q1 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-2.61K- 3.7% |
$61.1K - $66.4K
|
67.9K
$1.73M
|
|
Apr 10, 2024
Q1 2024
|
Walden Wealth Partners LLC
Beachwood, OH |
SELL
|
- |
-2.39K- 1.16% |
$55.9K - $60.7K
|
202K
$5.17M
|
|
Apr 19, 2024
Q1 2024
|
Awm Capital, LLC
|
SELL
|
- |
-2.34K- 1.14% |
$54.8K - $59.5K
|
203K
$5.19M
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.33K- 6.1% |
$54.6K - $59.3K
|
35.8K
$915K
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-2.31K- 18.15% |
$54.1K - $58.8K
|
10.4K
$266K
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.28K- 42.69% |
$53.4K - $58.1K
|
3.06K
$78.2K
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.18K- 19.93% |
$51K - $55.4K
|
8.74K
$223K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-2.1K- 38.53% |
$49.2K - $53.4K
|
3.35K
$85.5K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.09K- 1.75% |
$48.9K - $53.1K
|
117K
$2.99M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.78K- 1.72% |
$41.6K - $45.3K
|
101K
$2.59M
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.77K- 1.53% |
$41.5K - $45.1K
|
114K
$2.91M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.76K- 12.11% |
$41.2K - $44.8K
|
12.8K
$326K
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.71K- 0.52% |
$40.1K - $43.6K
|
328K
$8.38M
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.52K- 3.23% |
$35.7K - $38.8K
|
45.6K
$1.16M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 8.14% |
$31.9K - $34.6K
|
15.4K
$392K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.34K- 7.03% |
$31.4K - $34.1K
|
17.7K
$453K
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.23K- 1.18% |
$28.9K - $31.4K
|
103K
$2.64M
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 1.61% |
$28.8K - $31.3K
|
74.9K
$1.91M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.21K- 0.16% |
$28.3K - $30.7K
|
775K
$19.8M
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.18K- 3.16% |
$27.7K - $30.1K
|
36.3K
$926K
|