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
$36.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-82.1K- 26.4% |
$2.08M - $2.31M
|
229K
$5.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.4K- 14.68% |
$1.91M - $2.12M
|
439K
$11.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-44.1K- 16.4% |
$1.12M - $1.24M
|
225K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-33.8K- 16.0% |
$858K - $952K
|
178K
$4.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-32.6K- 11.49% |
$826K - $917K
|
251K
$6.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.3K- 25.43% |
$743K - $824K
|
85.9K
$2.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-26.1K- 42.21% |
$661K - $733K
|
35.7K
$910K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-25K- 11.98% |
$634K - $704K
|
184K
$4.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 11.55% |
$373K - $414K
|
112K
$2.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.8K- 25.23% |
$325K - $361K
|
38K
$968K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.19K- 8.83% |
$233K - $259K
|
94.8K
$2.42M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.61K- 14.86% |
$218K - $242K
|
49.4K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-8.59K- 35.48% |
$218K - $242K
|
15.6K
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.49K- 5.26% |
$215K - $239K
|
153K
$3.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.43K- 20.61% |
$214K - $237K
|
32.5K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1K- 40.17% |
$180K - $200K
|
10.6K
$270K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 10.64% |
$163K - $180K
|
53.8K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.33K- 4.18% |
$135K - $150K
|
122K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-5.06K- 1.29% |
$128K - $142K
|
388K
$9.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-4.94K- 12.86% |
$125K - $139K
|
33.4K
$853K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-4.27K- 6.71% |
$108K - $120K
|
59.4K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Landmark Wealth Management, Inc.
Normal, IL |
SELL
|
- |
-3.68K- 9.56% |
$93.3K - $104K
|
34.8K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Baker Boyer National Bank
|
SELL
|
- |
-3.68K- 3.52% |
$93.2K - $103K
|
101K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.51K- 17.57% |
$63.6K - $70.6K
|
11.8K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.38K- 9.73% |
$60.4K - $67.1K
|
22.1K
$564K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-1.96K- 1.8% |
$49.6K - $55.1K
|
107K
$2.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.88K- 6.54% |
$47.7K - $52.9K
|
26.9K
$686K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.88K- 0.36% |
$47.7K - $52.9K
|
526K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 12.34% |
$42.8K - $47.5K
|
12K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 7.4% |
$39.9K - $44.3K
|
19.7K
$502K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-1.42K- 0.82% |
$36K - $39.9K
|
172K
$4.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.38K- 46.6% |
$34.9K - $38.8K
|
1.58K
$40.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.21K- 4.61% |
$30.7K - $34.1K
|
25.1K
$640K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.19K- 3.28% |
$30.1K - $33.4K
|
35K
$892K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.06K- 0.25% |
$27K - $30K
|
432K
$11M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.05K- 10.82% |
$26.6K - $29.5K
|
8.63K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-809- 5.14% |
$20.5K - $22.8K
|
14.9K
$381K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-706- 1.24% |
$17.9K - $19.9K
|
56.2K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-660- 0.71% |
$16.7K - $18.6K
|
91.7K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-620- 1.82% |
$15.7K - $17.5K
|
33.4K
$851K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-486- 2.88% |
$12.3K - $13.7K
|
16.4K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-435- 1.09% |
$11K - $12.2K
|
39.6K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-341- 0.51% |
$8.65K - $9.6K
|
66.1K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-325- 1.96% |
$8.24K - $9.15K
|
16.3K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-295- 10.9% |
$7.48K - $8.3K
|
2.41K
$61.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-263- 0.94% |
$6.67K - $7.4K
|
27.8K
$709K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 41.0% |
$6.24K - $6.92K
|
354
$9.03K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-69- 0.28% |
$1.75K - $1.94K
|
24.2K
$618K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-50- 0.3% |
$1.27K - $1.41K
|
16.5K
$422K
|