Latest Institutional Sells of Dimensional ETF Tr (DFAE)
This list provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAE) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-123K- 7.92% |
$3.12M - $3.46M
|
1.43M
$37M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-82.1K- 26.4% |
$2.08M - $2.31M
|
229K
$5.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.4K- 14.68% |
$1.91M - $2.12M
|
439K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-44.1K- 16.4% |
$1.12M - $1.24M
|
225K
$5.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-32.6K- 11.49% |
$826K - $917K
|
251K
$6.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.3K- 25.43% |
$743K - $824K
|
85.9K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-26.1K- 42.21% |
$661K - $733K
|
35.7K
$922K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-25K- 11.98% |
$634K - $704K
|
184K
$4.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 11.55% |
$373K - $414K
|
112K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.8K- 25.23% |
$325K - $361K
|
38K
$981K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.19K- 8.83% |
$233K - $259K
|
94.8K
$2.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.61K- 14.86% |
$218K - $242K
|
49.4K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-8.59K- 35.48% |
$218K - $242K
|
15.6K
$404K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.49K- 5.26% |
$215K - $239K
|
153K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.43K- 20.61% |
$214K - $237K
|
32.5K
$839K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1K- 40.17% |
$180K - $200K
|
10.6K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 10.64% |
$163K - $180K
|
53.8K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.06K- 1.29% |
$128K - $142K
|
388K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.27K- 6.71% |
$108K - $120K
|
59.4K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.68K- 3.52% |
$93.2K - $103K
|
101K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.51K- 17.57% |
$63.6K - $70.6K
|
11.8K
$304K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.96K- 1.8% |
$49.6K - $55.1K
|
107K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.88K- 0.36% |
$47.7K - $52.9K
|
526K
$13.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 7.4% |
$39.9K - $44.3K
|
19.7K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.38K- 46.6% |
$34.9K - $38.8K
|
1.58K
$40.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 4.61% |
$30.7K - $34.1K
|
25.1K
$648K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.19K- 3.28% |
$30.1K - $33.4K
|
35K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.06K- 0.25% |
$27K - $30K
|
432K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.05K- 10.82% |
$26.6K - $29.5K
|
8.63K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-809- 5.14% |
$20.5K - $22.8K
|
14.9K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-706- 1.24% |
$17.9K - $19.9K
|
56.2K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-660- 0.71% |
$16.7K - $18.6K
|
91.7K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-620- 1.82% |
$15.7K - $17.5K
|
33.4K
$862K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-486- 2.88% |
$12.3K - $13.7K
|
16.4K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-435- 1.09% |
$11K - $12.2K
|
39.6K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-341- 0.51% |
$8.65K - $9.6K
|
66.1K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-295- 10.9% |
$7.48K - $8.3K
|
2.41K
$62.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 41.0% |
$6.24K - $6.92K
|
354
$9.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 0.28% |
$1.75K - $1.94K
|
24.2K
$626K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-28- 0.33% |
$710 - $788
|
8.35K
$216K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.34M- 45.53% |
$32.7M - $37.2M
|
1.6M
$41.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.28M- 34.63% |
$31.4M - $35.7M
|
2.42M
$62.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-504K- 77.8% |
$12.3M - $14M
|
144K
$3.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-272K- 10.03% |
$6.65M - $7.56M
|
2.44M
$63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-167K- 13.77% |
$4.09M - $4.65M
|
1.05M
$27M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-134K- 10.21% |
$3.29M - $3.74M
|
1.18M
$30.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-134K- 10.93% |
$3.27M - $3.72M
|
1.09M
$28.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-114K- 6.43% |
$2.78M - $3.16M
|
1.65M
$42.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-114K- 6.43% |
$2.78M - $3.16M
|
1.65M
$42.7M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-90.9K- 40.5% |
$2.22M - $2.53M
|
134K
$3.45M
|
|