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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
SELL
|
- |
-1.34K- 8.19% |
$32.8K - $37.3K
|
15K
$388K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.11K- 11.13% |
$27.2K - $30.9K
|
8.86K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-1.11K- 3.17% |
$27.1K - $30.8K
|
33.7K
$872K
|
|
|
Nov 12, 2024
Q3 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-917- 1.73% |
$22.4K - $25.5K
|
52.1K
$1.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-865- 7.58% |
$21.2K - $24.1K
|
10.5K
$272K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-851- 1.31% |
$20.8K - $23.7K
|
64.2K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-693- 17.59% |
$17K - $19.3K
|
3.25K
$83.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-685- 1.3% |
$16.8K - $19.1K
|
51.9K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-671- 6.98% |
$16.4K - $18.7K
|
8.94K
$231K
|
|
|
Oct 30, 2024
Q3 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-622- 2.43% |
$15.2K - $17.3K
|
25K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-607- 4.14% |
$14.8K - $16.9K
|
14K
$363K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-600- 5.24% |
$14.7K - $16.7K
|
10.8K
$280K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-379- 0.16% |
$9.27K - $10.5K
|
233K
$6.02M
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-340- 2.04% |
$8.32K - $9.46K
|
16.4K
$423K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-317- 2.81% |
$7.75K - $8.82K
|
11K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-300- 2.92% |
$7.34K - $8.35K
|
9.97K
$258K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-227- 0.62% |
$5.55K - $6.32K
|
36.5K
$944K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-222- 0.81% |
$5.43K - $6.18K
|
27.3K
$704K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-206- 0.21% |
$5.04K - $5.73K
|
97.9K
$2.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-189- 1.56% |
$4.62K - $5.26K
|
11.9K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-167- 0.18% |
$4.08K - $4.65K
|
95.2K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-160- 1.38% |
$3.91K - $4.45K
|
11.4K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-159- 0.09% |
$3.89K - $4.42K
|
170K
$4.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-137- 0.66% |
$3.35K - $3.81K
|
20.7K
$534K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-120- 55.56% |
$2.94K - $3.34K
|
96
$2.48K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-65- 0.39% |
$1.59K - $1.81K
|
16.6K
$429K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-33- 0.47% |
$807 - $918
|
6.96K
$180K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-32- 0.22% |
$783 - $890
|
14.5K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27- 3.15% |
$660 - $751
|
830
$21.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-27- 93.1% |
$660 - $751
|
2
$51.7
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19- 0.24% |
$465 - $529
|
7.82K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1- 0.01% |
$24.5 - $27.8
|
11.3K
$293K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-986K- 64.08% |
$23.7M - $25.9M
|
553K
$14.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-24.5K- 46.01% |
$588K - $644K
|
28.7K
$743K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-6.44K- 39.28% |
$155K - $169K
|
9.95K
$257K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.66K- 0.37% |
$87.9K - $96.2K
|
993K
$25.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.03K- 43.48% |
$24.8K - $27.1K
|
1.34K
$34.6K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-459- 4.63% |
$11K - $12.1K
|
9.45K
$244K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-365- 23.67% |
$8.77K - $9.6K
|
1.18K
$30.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-210- 0.93% |
$5.05K - $5.52K
|
22.5K
$581K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-167K- 80.92% |
$3.8M - $4.16M
|
39.4K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-24K- 13.81% |
$545K - $596K
|
150K
$3.87M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-935- 10.23% |
$21.3K - $23.3K
|
8.21K
$212K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-878- 2.23% |
$20K - $21.8K
|
38.5K
$996K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-10.7K- 20.83% |
$230K - $257K
|
40.5K
$1.05M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-4.97K- 2.67% |
$108K - $120K
|
181K
$4.68M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-4.76K- 32.52% |
$103K - $115K
|
9.88K
$255K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.46K- 6.72% |
$74.8K - $83.4K
|
48K
$1.24M
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-2.22K- 28.43% |
$48K - $53.5K
|
5.58K
$144K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-718- 47.17% |
$15.5K - $17.3K
|
804
$20.8K
|
|