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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-545K- 52.1% |
$13.8M - $15.3M
|
501K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-319K- 19.9% |
$8.08M - $8.97M
|
1.28M
$34.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-257K- 79.09% |
$6.51M - $7.23M
|
67.8K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-129K- 10.89% |
$3.27M - $3.63M
|
1.05M
$28.1M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-123K- 7.92% |
$3.12M - $3.46M
|
1.43M
$38.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-82.1K- 26.4% |
$2.08M - $2.31M
|
229K
$6.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-75.4K- 14.68% |
$1.91M - $2.12M
|
439K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-70.7K- 16.11% |
$1.79M - $1.99M
|
368K
$9.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-68.7K- 4.07% |
$1.74M - $1.93M
|
1.62M
$43.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-44.1K- 16.4% |
$1.12M - $1.24M
|
225K
$6M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-33.8K- 16.0% |
$858K - $952K
|
178K
$4.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-32.6K- 11.49% |
$826K - $917K
|
251K
$6.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29.3K- 25.43% |
$743K - $824K
|
85.9K
$2.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-28K- 3.87% |
$709K - $787K
|
694K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26.3K- 42.49% |
$667K - $740K
|
35.6K
$949K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-26.1K- 42.21% |
$661K - $733K
|
35.7K
$951K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-25K- 11.98% |
$634K - $704K
|
184K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-24.6K- 24.47% |
$625K - $693K
|
76K
$2.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-24.2K- 9.78% |
$613K - $681K
|
223K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23.2K- 3.25% |
$589K - $653K
|
690K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.1K- 40.26% |
$586K - $650K
|
34.3K
$914K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.6K- 44.62% |
$573K - $636K
|
28K
$747K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.2K- 2.99% |
$562K - $624K
|
718K
$19.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-21.5K- 8.77% |
$545K - $605K
|
224K
$5.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 10.04% |
$382K - $425K
|
135K
$3.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-14.7K- 11.55% |
$373K - $414K
|
112K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.4K- 3.07% |
$365K - $405K
|
455K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-14.1K- 8.56% |
$357K - $397K
|
151K
$4.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-13K- 24.94% |
$329K - $366K
|
39.1K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-12.8K- 25.23% |
$325K - $361K
|
38K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-12.4K- 6.87% |
$315K - $350K
|
169K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.3K- 3.86% |
$287K - $319K
|
282K
$7.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 11.43% |
$258K - $286K
|
78.7K
$2.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.37K- 1.38% |
$238K - $264K
|
670K
$17.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-9.19K- 8.83% |
$233K - $259K
|
94.8K
$2.53M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-8.61K- 14.86% |
$218K - $242K
|
49.4K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-8.59K- 35.48% |
$218K - $242K
|
15.6K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-8.49K- 5.26% |
$215K - $239K
|
153K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.43K- 20.61% |
$214K - $237K
|
32.5K
$866K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.38K- 1.23% |
$212K - $236K
|
674K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-8.19K- 23.41% |
$208K - $231K
|
26.8K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.02K- 37.82% |
$203K - $226K
|
13.2K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-7.8K- 2.45% |
$198K - $220K
|
311K
$8.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.6K- 7.76% |
$193K - $214K
|
90.3K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.58K- 5.27% |
$192K - $213K
|
136K
$3.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-7.39K- 8.41% |
$187K - $208K
|
80.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.33K- 3.4% |
$186K - $206K
|
208K
$5.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-7.1K- 40.17% |
$180K - $200K
|
10.6K
$282K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-6.41K- 10.64% |
$163K - $180K
|
53.8K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.66K- 1.53% |
$143K - $159K
|
365K
$9.74M
|