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 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.62K- 2.67% |
$39.3K - $44.1K
|
58.9K
$1.46M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-1.5K- 12.75% |
$36.4K - $40.9K
|
10.3K
$254K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.44K- 35.67% |
$35K - $39.2K
|
2.6K
$64.3K
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.41K- 0.83% |
$34.3K - $38.5K
|
168K
$4.17M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.33K- 0.16% |
$32.3K - $36.2K
|
819K
$20.3M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.16K- 0.17% |
$28.2K - $31.6K
|
688K
$17M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 7.44% |
$27.8K - $31.1K
|
14.2K
$352K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.1K- 2.64% |
$26.6K - $29.8K
|
40.3K
$1M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.09K- 4.76% |
$26.6K - $29.8K
|
21.9K
$543K
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-1.07K- 10.73% |
$26K - $29.1K
|
8.89K
$220K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.04K- 5.44% |
$25.3K - $28.4K
|
18.1K
$449K
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.04K- 0.49% |
$25.1K - $28.2K
|
212K
$5.25M
|
|
Nov 04, 2024
Q3 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.02K- 0.18% |
$24.8K - $27.9K
|
573K
$14.2M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-985- 0.95% |
$23.9K - $26.8K
|
102K
$2.54M
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-965- 28.81% |
$23.4K - $26.3K
|
2.39K
$59.1K
|
|
Oct 15, 2024
Q3 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-941- 4.57% |
$22.9K - $25.6K
|
19.6K
$487K
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-827- 4.23% |
$20.1K - $22.5K
|
18.7K
$463K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-804- 25.28% |
$19.5K - $21.9K
|
2.38K
$58.9K
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-779- 2.53% |
$18.9K - $21.2K
|
30.1K
$745K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-738- 10.06% |
$17.9K - $20.1K
|
6.6K
$163K
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-734- 4.95% |
$17.8K - $20K
|
14.1K
$349K
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-703- 4.65% |
$17.1K - $19.2K
|
14.4K
$357K
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-677- 4.08% |
$16.4K - $18.4K
|
15.9K
$394K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-636- 1.25% |
$15.4K - $17.3K
|
50.2K
$1.24M
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-633- 3.32% |
$15.4K - $17.2K
|
18.4K
$456K
|
|
Nov 12, 2024
Q3 2024
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-574- 0.62% |
$13.9K - $15.6K
|
91.5K
$2.27M
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-563- 1.15% |
$13.7K - $15.3K
|
48.5K
$1.2M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-538- 0.05% |
$13.1K - $14.7K
|
996K
$24.7M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-501- 4.14% |
$12.2K - $13.7K
|
11.6K
$287K
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-470- 4.31% |
$11.4K - $12.8K
|
10.4K
$259K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-409- 8.99% |
$9.93K - $11.1K
|
4.14K
$103K
|
|
Oct 25, 2024
Q3 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-385- 1.07% |
$9.35K - $10.5K
|
35.7K
$885K
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-369- 1.8% |
$8.96K - $10.1K
|
20.1K
$499K
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-362- 0.61% |
$8.79K - $9.86K
|
58.9K
$1.46M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-348- 0.31% |
$8.45K - $9.48K
|
111K
$2.76M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-322- 1.57% |
$7.82K - $8.77K
|
20.2K
$500K
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-300- 0.64% |
$7.29K - $8.18K
|
46.3K
$1.15M
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-300- 0.69% |
$7.29K - $8.18K
|
43.2K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-278- 1.18% |
$6.75K - $7.58K
|
23.4K
$579K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-275- 0.54% |
$6.68K - $7.49K
|
50.8K
$1.26M
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-253- 0.37% |
$6.15K - $6.89K
|
69K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
SELL
|
- |
-219- 0.49% |
$5.32K - $5.97K
|
44.3K
$1.1M
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-210- 4.53% |
$5.1K - $5.72K
|
4.42K
$110K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-189- 0.27% |
$4.59K - $5.15K
|
70K
$1.73M
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-182- 0.12% |
$4.42K - $4.96K
|
146K
$3.62M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-147- 0.94% |
$3.57K - $4.01K
|
15.5K
$383K
|
|
Nov 06, 2024
Q3 2024
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-105- 0.25% |
$2.55K - $2.86K
|
42.2K
$1.04M
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-100- 0.27% |
$2.43K - $2.73K
|
37K
$917K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-92- 0.75% |
$2.23K - $2.51K
|
12.1K
$300K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-87- 0.23% |
$2.11K - $2.37K
|
37.7K
$933K
|