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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-7.16K- 9.41% |
$207K - $228K
|
68.9K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.2K- 0.95% |
$179K - $197K
|
644K
$20.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6.12K- 8.53% |
$177K - $195K
|
65.6K
$2.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-6.01K- 2.35% |
$173K - $191K
|
250K
$8.12M
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-5.85K- 12.17% |
$169K - $186K
|
42.2K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-5.57K- 3.42% |
$161K - $177K
|
157K
$5.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-5.36K- 5.81% |
$155K - $171K
|
86.9K
$2.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5.25K- 17.2% |
$151K - $167K
|
25.3K
$821K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.17K- 6.63% |
$149K - $165K
|
72.8K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-4.94K- 7.28% |
$142K - $157K
|
62.9K
$2.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-4.9K- 1.06% |
$141K - $156K
|
458K
$14.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.51K- 84.76% |
$130K - $143K
|
810
$26.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-4.42K- 0.73% |
$128K - $141K
|
602K
$19.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-4.3K- 1.68% |
$124K - $137K
|
252K
$8.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.21K- 0.48% |
$121K - $134K
|
876K
$28.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
SELL
|
- |
-4.16K- 0.93% |
$120K - $132K
|
443K
$14.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.15K- 1.46% |
$120K - $132K
|
281K
$9.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.05K- 13.63% |
$117K - $129K
|
25.7K
$834K
|
|
|
Oct 23, 2025
Q3 2025
|
Level Wealth Management LLC
Greensboro, NC |
SELL
|
- |
-3.97K- 14.47% |
$114K - $126K
|
23.4K
$762K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-3.84K- 3.97% |
$111K - $122K
|
92.9K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-3.74K- 2.11% |
$108K - $119K
|
174K
$5.64M
|
|
|
Nov 06, 2025
Q3 2025
|
Graver Capital Management, LLC
Columbus, OH |
SELL
|
- |
-3.59K- 1.58% |
$104K - $114K
|
224K
$7.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-3.55K- 0.48% |
$102K - $113K
|
731K
$23.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-3.42K- 17.15% |
$98.7K - $109K
|
16.5K
$537K
|
|
|
Oct 24, 2025
Q3 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-3.34K- 1.49% |
$96.4K - $106K
|
220K
$7.16M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3.15K- 6.59% |
$91K - $100K
|
44.7K
$1.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-3.11K- 66.92% |
$89.5K - $98.9K
|
1.54K
$49.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-3.05K- 4.08% |
$87.9K - $97K
|
71.6K
$2.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.84K- 0.42% |
$81.9K - $90.4K
|
667K
$21.7M
|
|
|
Dec 01, 2025
Q3 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.76K- 4.24% |
$79.5K - $87.8K
|
62.3K
$2.02M
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 6.77% |
$77K - $85K
|
36.8K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-2.66K- 7.43% |
$76.8K - $84.8K
|
33.2K
$1.08M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.65K- 2.84% |
$76.3K - $84.3K
|
90.5K
$2.94M
|
|
|
Nov 05, 2025
Q3 2025
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.59K- 17.88% |
$74.7K - $82.5K
|
11.9K
$387K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-2.58K- 3.77% |
$74.3K - $82.1K
|
65.7K
$2.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.53K- 11.33% |
$73.1K - $80.7K
|
19.8K
$644K
|
|
|
Oct 14, 2025
Q3 2025
|
Fort Henry Capital, LLC
|
SELL
|
- |
-2.42K- 1.36% |
$69.8K - $77.1K
|
176K
$5.71M
|
|
|
Nov 07, 2025
Q3 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
SELL
|
- |
-2.38K- 1.07% |
$68.8K - $75.9K
|
220K
$7.15M
|
|
|
Oct 31, 2025
Q3 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-2.27K- 6.15% |
$65.6K - $72.4K
|
34.7K
$1.13M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.14K- 14.28% |
$61.7K - $68.1K
|
12.8K
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-2.09K- 3.49% |
$60.3K - $66.6K
|
57.9K
$1.88M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.08K- 3.4% |
$60K - $66.3K
|
59.1K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-2.02K- 19.18% |
$58.2K - $64.3K
|
8.51K
$276K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.99K- 1.86% |
$57.4K - $63.4K
|
105K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.96K- 15.47% |
$56.5K - $62.4K
|
10.7K
$348K
|
|
|
Nov 12, 2025
Q3 2025
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-1.95K- 4.08% |
$56.3K - $62.2K
|
45.8K
$1.49M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
SELL
|
- |
-1.81K- 2.16% |
$52.3K - $57.8K
|
82K
$2.66M
|
|
|
Nov 04, 2025
Q3 2025
|
Baker Boyer National Bank
|
SELL
|
- |
-1.71K- 1.84% |
$49.3K - $54.4K
|
90.9K
$2.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.68K- 6.7% |
$48.5K - $53.6K
|
23.4K
$762K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.64K- 5.48% |
$47.3K - $52.2K
|
28.3K
$920K
|
|