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 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 86.58% |
$4.33K - $4.82K
|
31
$801
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-17.8K- 2.54% |
$400K - $442K
|
685K
$17.7M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-9.55KClosed |
$214K - $237K
|
0
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-586- 6.01% |
$13.1K - $14.6K
|
9.16K
$237K
|
|
|
Nov 09, 2023
Q3 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-584- 0.75% |
$13.1K - $14.5K
|
76.9K
$1.99M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-279- 1.17% |
$6.26K - $6.93K
|
23.5K
$607K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-30.6K- 20.15% |
$684K - $743K
|
121K
$3.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-30.6K- 20.15% |
$684K - $743K
|
121K
$3.13M
|
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
SELL
|
- |
-12.9K- 56.43% |
$289K - $314K
|
9.97K
$258K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-11.7K- 24.76% |
$263K - $285K
|
35.7K
$921K
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-30- 0.11% |
$671 - $729
|
27.5K
$710K
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.25K- 99.37% |
$92.5K - $104K
|
27
$698
|
|
|
May 09, 2023
Q1 2023
|
Sageworth Trust CO Of South Dakota
|
SELL
|
- |
-1.98K- 47.21% |
$43.1K - $48.2K
|
2.21K
$57.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.74K- 17.66% |
$53.8K - $62.2K
|
12.8K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-2.21K- 50.03% |
$43.5K - $50.3K
|
2.21K
$57.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-1.3K- 84.51% |
$25.5K - $29.5K
|
238
$6.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-756- 98.69% |
$14.9K - $17.2K
|
10
$258
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-510Closed |
$10K - $11.6K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-243- 2.27% |
$4.78K - $5.52K
|
10.5K
$270K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-150- 12.2% |
$2.95K - $3.41K
|
1.08K
$27.9K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-8.12K- 37.14% |
$163K - $192K
|
13.7K
$355K
|
|
|
Nov 15, 2022
Q3 2022
|
Watchman Group, Inc.
Plano, TX |
SELL
|
- |
-4.49K- 25.1% |
$90.2K - $106K
|
13.4K
$346K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-2.41K- 61.61% |
$48.4K - $57K
|
1.5K
$38.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Applied Capital LLC
|
SELL
|
- |
-388- 2.64% |
$7.79K - $9.19K
|
14.3K
$369K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-237Closed |
$4.76K - $5.61K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-177- 0.13% |
$3.56K - $4.19K
|
137K
$3.53M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-84- 0.79% |
$1.69K - $1.99K
|
10.5K
$272K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-49- 4.84% |
$984 - $1.16K
|
964
$24.9K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-618KClosed |
$14.2M - $16.7M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Geometric Wealth Advisors
|
SELL
|
- |
-180KClosed |
$4.12M - $4.86M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-61KClosed |
$1.4M - $1.65M
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.7KClosed |
$383K - $452K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-4.87K- 29.91% |
$111K - $132K
|
11.4K
$295K
|
|
| Q1 2022 | |||||||
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-63.1KClosed |
$1.53M - $1.79M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-20KClosed |
$486K - $566K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-15.2KClosed |
$369K - $430K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.3KClosed |
$31.6K - $36.9K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 50.39% |
$31.5K - $36.7K
|
1.28K
$32.9K
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-883Closed |
$21.4K - $25K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-7Closed |
$170 - $198
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-400KClosed |
$10.6M - $11.3M
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-4.74KClosed |
$125K - $134K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-2.81KClosed |
$74.4K - $79.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-300Closed |
$7.94K - $8.49K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-7.81KClosed |
$218K - $235K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-251KClosed |
$6.82M - $7.5M
|
0
$0
|
|