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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-10.1K- 0.52% |
$256K - $286K
|
1.93M
$51.6M
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-7.36K- 0.85% |
$187K - $209K
|
855K
$22.9M
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-5.52K- 39.57% |
$140K - $157K
|
8.43K
$226K
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.78K- 2.97% |
$121K - $135K
|
156K
$4.19M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.77K- 13.74% |
$121K - $135K
|
29.9K
$802K
|
|
Nov 01, 2024
Q3 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-4.17K- 1.06% |
$106K - $118K
|
390K
$10.5M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4.02K- 6.27% |
$102K - $114K
|
60.1K
$1.61M
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.63K- 0.35% |
$66.8K - $74.7K
|
759K
$20.4M
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.5K- 6.81% |
$63.3K - $70.8K
|
34.1K
$914K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.34K- 12.91% |
$59.4K - $66.4K
|
15.8K
$423K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-2.22K- 0.38% |
$56.3K - $63K
|
589K
$15.8M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-999- 9.94% |
$25.3K - $28.3K
|
9.05K
$243K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-787- 0.71% |
$20K - $22.3K
|
111K
$2.96M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-784- 1.88% |
$19.9K - $22.2K
|
41K
$1.1M
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-236- 0.83% |
$5.98K - $6.7K
|
28.1K
$752K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-228- 2.01% |
$5.78K - $6.47K
|
11.1K
$298K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-215- 72.64% |
$5.45K - $6.1K
|
81
$2.17K
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-121- 0.01% |
$3.07K - $3.43K
|
813K
$21.8M
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-43- 0.06% |
$1.09K - $1.22K
|
67.2K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-29- 4.11% |
$735 - $823
|
677
$18.1K
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-19- 0.18% |
$482 - $539
|
10.6K
$284K
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-1- -0.0% |
$25.4 - $28.4
|
22.8K
$611K
|
|
Q2 2024 | |||||||
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-183K- 14.0% |
$4.7M - $5.01M
|
1.12M
$30.1M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-61K- 78.05% |
$1.57M - $1.68M
|
17.2K
$460K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.55K- 88.91% |
$169K - $180K
|
817
$21.9K
|
|
Aug 14, 2024
Q2 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 3.03% |
$129K - $137K
|
160K
$4.29M
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-1.52K- 5.8% |
$39K - $41.6K
|
24.6K
$660K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-864- 97.08% |
$22.2K - $23.7K
|
26
$697
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-50- 0.08% |
$1.29K - $1.37K
|
65.3K
$1.75M
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-48- 0.57% |
$1.24K - $1.32K
|
8.43K
$226K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.1K- 72.55% |
$544K - $593K
|
8.36K
$224K
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-4K- 66.67% |
$98.5K - $107K
|
2K
$53.6K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-945- 9.9% |
$23.3K - $25.4K
|
8.6K
$231K
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-580- 2.29% |
$14.3K - $15.6K
|
24.7K
$662K
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.34K- 5.07% |
$141K - $162K
|
119K
$3.18M
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-646- 2.02% |
$14.3K - $16.5K
|
31.3K
$840K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 0.11% |
$333 - $384
|
13.1K
$352K
|
|
Q3 2023 | |||||||
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-32.2K- 3.47% |
$748K - $810K
|
896K
$24M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-19K- 8.81% |
$441K - $477K
|
196K
$5.26M
|
|
Oct 12, 2023
Q3 2023
|
Geometric Wealth Advisors
|
SELL
|
- |
-6.51K- 16.09% |
$151K - $164K
|
33.9K
$910K
|
|
Oct 19, 2023
Q3 2023
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
SELL
|
- |
-670- 6.57% |
$15.6K - $16.9K
|
9.53K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-155- 0.89% |
$3.6K - $3.9K
|
17.2K
$462K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-114K- 90.4% |
$2.68M - $2.85M
|
12.1K
$326K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-577- 3.14% |
$13.5K - $14.4K
|
17.8K
$478K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-6.82K- 24.35% |
$130K - $157K
|
21.2K
$568K
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-150- 50.0% |
$2.86K - $3.45K
|
150
$4.02K
|
|
Q3 2022 | |||||||
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-144K- 88.18% |
$2.75M - $3.33M
|
19.3K
$518K
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-56.1K- 8.36% |
$1.07M - $1.3M
|
616K
$16.5M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-34.6K- 40.48% |
$660K - $799K
|
50.9K
$1.36M
|