Latest Institutional Sells of Dimensional ETF Tr Dimen Us Su (DFSU)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr Dimen Us Su (DFSU) 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 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
SELL
|
- |
-154K- 2.57% |
N/A
|
5.85M
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5.6K- 6.08% |
N/A
|
86.6K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-3.94K- 13.03% |
N/A
|
26.3K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.79K- 10.36% |
N/A
|
32.8K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-3.43K- 12.72% |
N/A
|
23.6K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3.26K- 4.35% |
N/A
|
71.6K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-2.04K- 0.65% |
N/A
|
311K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-1.86K- 9.09% |
N/A
|
18.6K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Center, Inc.
|
SELL
|
- |
-1.66K- 0.82% |
N/A
|
202K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
SELL
|
- |
-1.62K- 1.86% |
N/A
|
85.4K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-1.37K- 1.54% |
N/A
|
87.7K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.35K- 6.27% |
N/A
|
20.2K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-960- 2.43% |
N/A
|
38.5K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-571- 5.82% |
N/A
|
9.23K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-518- 1.49% |
N/A
|
34.3K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-286- 3.77% |
N/A
|
7.29K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-191- 0.1% |
N/A
|
183K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-182- 0.33% |
N/A
|
55.1K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-165- 0.48% |
N/A
|
34.1K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-56- 0.27% |
N/A
|
21K
$0
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-55- 0.14% |
N/A
|
38.7K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-38- 0.55% |
N/A
|
6.91K
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-38- 0.55% |
N/A
|
6.91K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.3% |
N/A
|
11.8K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-25- 0.42% |
N/A
|
5.97K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22- 0.23% |
N/A
|
9.72K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 0.16% |
N/A
|
9.93K
$0
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-18.1K- 4.32% |
N/A
|
401K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-6.47K- 21.29% |
N/A
|
23.9K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.68K- 18.77% |
N/A
|
7.25K
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-140- 3.63% |
N/A
|
3.72K
$0
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-7.31K- 39.94% |
N/A
|
11K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-843- 15.17% |
N/A
|
4.71K
$0
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1- 50.0% |
N/A
|
1
$0
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-27.2K- 12.65% |
N/A
|
188K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-296- 2.11% |
N/A
|
13.7K
$0
|
|