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 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-223- 0.3% |
$5.22K - $5.68K
|
73.8K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-205- 2.24% |
$4.8K - $5.22K
|
8.95K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-99- 0.06% |
$2.32K - $2.52K
|
163K
$4.04M
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-26.8K- 40.22% |
$575K - $654K
|
39.8K
$987K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.34K- 22.21% |
$200K - $228K
|
32.7K
$811K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-5.26K- 81.98% |
$113K - $128K
|
1.16K
$28.6K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4.97K- 45.21% |
$107K - $121K
|
6.02K
$149K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-3.16K- 18.94% |
$67.8K - $77.2K
|
13.5K
$335K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3K- 1.47% |
$64.3K - $73.2K
|
201K
$4.98M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.44K- 36.44% |
$30.9K - $35.2K
|
2.52K
$62.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99- 0.06% |
$2.12K - $2.42K
|
154K
$3.81M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-8- 4.82% |
$172 - $195
|
158
$3.92K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1- -0.0% |
$21.4 - $24.4
|
127K
$3.14M
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.2K- 2.05% |
$430K - $467K
|
917K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.76K- 33.22% |
$129K - $140K
|
11.6K
$287K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.29K- 22.44% |
$28.8K - $31.3K
|
4.45K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 10.48% |
$24.2K - $26.2K
|
9.21K
$228K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-235- 26.98% |
$5.27K - $5.72K
|
636
$15.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-207- 2.07% |
$4.64K - $5.04K
|
9.78K
$242K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-50- 0.45% |
$1.12K - $1.22K
|
11.1K
$275K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.37K- 22.41% |
$144K - $153K
|
22K
$546K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.41K- 4.32% |
$31.8K - $33.8K
|
31.2K
$774K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-749- 2.73% |
$16.9K - $18K
|
26.6K
$660K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-676- 9.85% |
$15.3K - $16.2K
|
6.19K
$153K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-346- 2.71% |
$7.81K - $8.31K
|
12.4K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-38- 0.69% |
$857 - $913
|
5.44K
$135K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-28.5K- 71.13% |
$619K - $675K
|
11.6K
$286K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-3.27K- 71.96% |
$71K - $77.5K
|
1.27K
$31.5K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.4K- 9.33% |
$30.5K - $33.3K
|
13.6K
$338K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-19- 10.67% |
$413 - $451
|
159
$3.94K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-257K- 98.2% |
$4.84M - $5.75M
|
4.71K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-69.9K- 77.15% |
$1.31M - $1.56M
|
20.7K
$513K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-6.86K- 58.25% |
$129K - $153K
|
4.92K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5K- 13.72% |
$94.1K - $112K
|
31.4K
$779K
|
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-2K- 16.67% |
$37.6K - $44.7K
|
10K
$248K
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-50K- 49.4% |
$945K - $1.13M
|
51.2K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-22.3K- 51.33% |
$420K - $504K
|
21.1K
$523K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-10.5K- 3.46% |
$198K - $237K
|
292K
$7.25M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-883Closed |
$16.7K - $20K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-731- 5.79% |
$13.8K - $16.5K
|
11.9K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12Closed |
$227 - $272
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-3.43MClosed |
$72.9M - $87.1M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-48.6KClosed |
$1.03M - $1.23M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-16.2KClosed |
$343K - $410K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
SELL
|
- |
-12.8KClosed |
$273K - $326K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-10.2KClosed |
$217K - $259K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-8.46KClosed |
$179K - $215K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.08KClosed |
$150K - $180K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
SELL
|
- |
-5.46KClosed |
$116K - $138K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.42KClosed |
$30.2K - $36.1K
|
0
$0
|
|