Latest Institutional Sells of Dimensional ETF Tr Dimensional (DFIC)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimensional (DFIC) 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-819K- 97.47% |
$21.1M - $22.5M
|
21.3K
$583K
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-717K- 4.49% |
$18.5M - $19.7M
|
15.3M
$418M
|
|
Jul 25, 2024
Q2 2024
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-379K- 13.74% |
$9.74M - $10.4M
|
2.38M
$65.1M
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-221K- 22.82% |
$5.7M - $6.07M
|
749K
$20.5M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-199K- 91.66% |
$5.13M - $5.47M
|
18.1K
$497K
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-183K- 14.0% |
$4.7M - $5.01M
|
1.12M
$30.8M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-167K- 15.02% |
$4.29M - $4.57M
|
943K
$25.8M
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-132K- 7.94% |
$3.39M - $3.62M
|
1.53M
$41.9M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-71.6K- 39.13% |
$1.84M - $1.96M
|
111K
$3.05M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61K- 78.05% |
$1.57M - $1.68M
|
17.2K
$470K
|
|
Jul 24, 2024
Q2 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-50.8K- 11.51% |
$1.31M - $1.39M
|
390K
$10.7M
|
|
Aug 08, 2024
Q2 2024
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-45.6K- 17.5% |
$1.17M - $1.25M
|
215K
$5.88M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-31.6K- 43.04% |
$813K - $867K
|
41.8K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-20.8K- 5.96% |
$534K - $569K
|
328K
$8.98M
|
|
Jul 25, 2024
Q2 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-15.9K- 2.94% |
$410K - $438K
|
527K
$14.4M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.5K- 0.37% |
$348K - $371K
|
3.59M
$98.5M
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-10.5K- 24.36% |
$271K - $289K
|
32.8K
$897K
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-8.29K- 0.42% |
$213K - $227K
|
1.99M
$54.4M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.08K- 1.19% |
$208K - $222K
|
672K
$18.4M
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.94K- 0.63% |
$204K - $218K
|
1.26M
$34.5M
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-7.87K- 4.45% |
$202K - $216K
|
169K
$4.62M
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.47K- 0.97% |
$192K - $205K
|
762K
$20.9M
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$22.4K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$22.4K
|
|
Aug 13, 2024
Q2 2024
|
Great Oak Capital Partners, LLC
South Easton, MA |
SELL
|
- |
-6.28K- 22.17% |
$162K - $172K
|
22K
$604K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.18K- 21.79% |
$159K - $170K
|
22.2K
$608K
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6K- 3.27% |
$154K - $165K
|
178K
$4.86M
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 3.03% |
$129K - $137K
|
160K
$4.38M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4.48K- 3.43% |
$115K - $123K
|
126K
$3.45M
|
|
Aug 13, 2024
Q2 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.95K- 5.81% |
$102K - $108K
|
64.1K
$1.76M
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.93K- 5.72% |
$101K - $108K
|
64.7K
$1.77M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.87K- 9.55% |
$99.4K - $106K
|
36.6K
$1M
|
|
Jul 17, 2024
Q2 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.8K- 4.24% |
$97.8K - $104K
|
85.9K
$2.35M
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.64K- 2.21% |
$93.7K - $99.9K
|
161K
$4.41M
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-2.45K- 6.32% |
$62.9K - $67.1K
|
36.3K
$993K
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.22K- 20.69% |
$57.2K - $61K
|
8.52K
$234K
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.05K- 0.35% |
$52.7K - $56.3K
|
591K
$16.2M
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.75K- 18.52% |
$45.1K - $48.1K
|
7.71K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.62K- 2.1% |
$41.7K - $44.5K
|
75.5K
$2.07M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.52K- 5.8% |
$39K - $41.6K
|
24.6K
$675K
|
|
Aug 01, 2024
Q2 2024
|
Claris Advisors, LLC
|
SELL
|
- |
-1.07K- 9.89% |
$27.5K - $29.3K
|
9.73K
$267K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-864- 97.08% |
$22.2K - $23.7K
|
26
$712
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-823- 9.7% |
$21.2K - $22.6K
|
7.66K
$210K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-600- 3.13% |
$15.4K - $16.5K
|
18.6K
$508K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-490- 23.4% |
$12.6K - $13.4K
|
1.6K
$43.9K
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-416- 0.04% |
$10.7K - $11.4K
|
1.11M
$30.3M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-397- 63.02% |
$10.2K - $10.9K
|
233
$6.38K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-328- 3.75% |
$8.44K - $9K
|
8.43K
$231K
|
|
Aug 06, 2024
Q2 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-227- 1.17% |
$5.84K - $6.23K
|
19.2K
$525K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-170- 0.14% |
$4.37K - $4.66K
|
117K
$3.21M
|