Latest Institutional Sells of Dimensional ETF Tr (DFAX)

DFAX Quotes by TradingView

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 09, 2024 Q1 2024
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
SELL
 -
-2.18K
- 19.93%
$51K - $55.4K
8.74K $259K
May 15, 2024 Q1 2024
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-330
- 1.3%
$7.73K - $8.4K
25K $741K
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
SELL
 -
-288
- 0.52%
$6.74K - $7.33K
55.2K $1.64M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-243
- 0.24%
$5.69K - $6.18K
102K $3.02M
May 13, 2024 Q1 2024
Tillman Hartley LLC

Orlando, FL
SELL
 -
-99
- 0.06%
$2.32K - $2.52K
163K $4.83M
Q4 2023
Apr 28, 2025 Q4 2023
Clark Asset Management, LLC

Stratham, NH
SELL
 -
-84K
- 72.71%
$1.8M - $2.05M
31.5K $934K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
SELL
 -
-26.8K
- 40.22%
$575K - $654K
39.8K $1.18M
Feb 06, 2024 Q4 2023
Clifford Swan Investment Counsel LLC

SELL
 -
-3.16K
- 18.94%
$67.8K - $77.2K
13.5K $401K
Jan 25, 2024 Q4 2023
Bridgeworth, LLC

Birmingham, AL
SELL
 -
-3K
- 1.47%
$64.3K - $73.2K
201K $5.95M
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

SELL
 -
-1.44K
- 36.44%
$30.9K - $35.2K
2.52K $74.6K
Jan 23, 2024 Q4 2023
Ballentine Partners, LLC

Waltham, MA
SELL
 -
-1
- -0.0%
$21.4 - $24.4
127K $3.75M
Q3 2023
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-19.2K
- 2.05%
$430K - $467K
917K $27.2M
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-5.76K
- 33.22%
$129K - $140K
11.6K $343K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-1.08K
- 10.48%
$24.2K - $26.2K
9.21K $273K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-235
- 26.98%
$5.27K - $5.72K
636 $18.8K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

SELL
 -
-207
- 2.07%
$4.64K - $5.04K
9.78K $290K
Oct 24, 2023 Q3 2023
Ironwood Financial, LLC

SELL
 -
-50
- 0.45%
$1.12K - $1.22K
11.1K $328K
Q2 2023
Jul 28, 2023 Q2 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-6.37K
- 22.41%
$144K - $153K
22K $653K
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
SELL
 -
-749
- 2.73%
$16.9K - $18K
26.6K $789K
Aug 04, 2023 Q2 2023
Steward Financial Group LLC

SELL
 -
-676
- 9.85%
$15.3K - $16.2K
6.19K $183K
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

SELL
 -
-346
- 2.71%
$7.81K - $8.31K
12.4K $369K
Q1 2023
May 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
SELL
 -
-28.5K
- 71.13%
$619K - $675K
11.6K $342K
May 10, 2023 Q1 2023
Roble, Belko & Company, Inc

Sewickley, PA
SELL
 -
-3.27K
- 71.96%
$71K - $77.5K
1.27K $37.7K
May 05, 2023 Q1 2023
Wealth Advisors, Inc.

SELL
 -
-1.4K
- 9.33%
$30.5K - $33.3K
13.6K $404K
Apr 19, 2023 Q1 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-19
- 10.67%
$413 - $451
159 $4.71K
Q4 2022
Feb 14, 2023 Q4 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-257K
- 98.2%
$4.84M - $5.75M
4.71K $140K
Feb 13, 2023 Q4 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-69.9K
- 77.15%
$1.31M - $1.56M
20.7K $613K
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-6.86K
- 58.25%
$129K - $153K
4.92K $146K
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

SELL
 -
-5K
- 13.72%
$94.1K - $112K
31.4K $931K
Jan 11, 2023 Q4 2022
Stonnington Group, LLC

SELL
 -
-2K
- 16.67%
$37.6K - $44.7K
10K $296K
Q3 2022
Oct 20, 2022 Q3 2022
Marietta Wealth Management, LLC

SELL
 -
-50K
- 49.4%
$945K - $1.13M
51.2K $1.52M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-22.3K
- 51.33%
$420K - $504K
21.1K $625K
Oct 25, 2022 Q3 2022
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-10.5K
- 3.46%
$198K - $237K
292K $8.66M
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-883
Closed
$16.7K - $20K
0 $0
Oct 21, 2022 Q3 2022
Rhs Financial, LLC

SELL
 -
-731
- 5.79%
$13.8K - $16.5K
11.9K $353K
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-12
Closed
$227 - $272
0 $0
Q2 2022
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-3.43M
Closed
$72.9M - $87.1M
0 $0
Aug 15, 2022 Q2 2022
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-48.6K
Closed
$1.03M - $1.23M
0 $0
Aug 02, 2022 Q2 2022
Maple Capital Management, Inc.

SELL
 -
-16.2K
Closed
$343K - $410K
0 $0
Jul 25, 2022 Q2 2022
Foster Group, Inc.

SELL
 -
-12.8K
Closed
$273K - $326K
0 $0
Jul 27, 2022 Q2 2022
Fortress Wealth Management, Inc.

SELL
 -
-10.2K
Closed
$217K - $259K
0 $0
Jul 18, 2022 Q2 2022
Carlson Capital Management

SELL
 -
-8.46K
Closed
$179K - $215K
0 $0
Jul 19, 2022 Q2 2022
Tarbox Family Office, Inc.

SELL
 -
-7.08K
Closed
$150K - $180K
0 $0
Jul 27, 2022 Q2 2022
Riverview Trust CO

SELL
 -
-5.46K
Closed
$116K - $138K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-1.42K
Closed
$30.2K - $36.1K
0 $0
Jul 15, 2022 Q2 2022
Marquette Asset Management, LLC

SELL
 -
-859
Closed
$18.2K - $21.8K
0 $0
Aug 08, 2022 Q2 2022
Meeder Asset Management Inc

SELL
 -
-210
Closed
$4.46K - $5.33K
0 $0
Q1 2022
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-15.4K
Closed
$359K - $412K
0 $0
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-12.7K
Closed
$294K - $338K
0 $0

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